SJP

@AJENews @Ole_S_Hansen #markets not buying a ceasefire yet.

@AJENews @Ole_S_Hansen Let's hope so, been here b4, at least ceasefire allows further talks, this wars no good 4 any one, hurts us by higher fuel costs, inflation cost goods,

BREAKING: The US, Iran and mediators are discussing terms for a potential 45-day ceasefire. US media, citing sources, say it may be the only chance to avoid 'dangerous escalation.'

#omin been moving higher lately along with #gold, expect once end war gold goes much higher along with omin

#sfor moving higher after results, better cash flow, reducing debt, great well respected ceo Martin.

#Trump threatening unleash hell if Strait of Hormuz not open Tuesday, needs get it opened and quick, #fuel prices taking off, will lead to higher #inflation and big slow down in world #economy

@gnoble79 @METhompson72 Interesting article written by David Desjardins in Feb 26

This is one of the most shameless displays of financial gaslighting I've seen in 45 YEARS. This week Blue Owl Capital disclosed that investors demanded 41% of their money back from one fund and 22% from another. $5.4 BILLION in total redemption requests in a single quarter. Blue Owl's response? They capped withdrawals at 5%. Meaning if you had $1 million in Blue Owl's tech fund, you asked for $410,000 back, and they gave you $50,000. Then they put out a LinkedIn post blaming "heightened negative sentiment" and insisting their fund performance is "robust." That's like a restaurant blaming Yelp reviews while the kitchen is on fire. Here's what they don't want you to focus on: 70% of Blue Owl's lending book is concentrated in software companies. They admitted this on their own earnings call. These are the exact businesses most at risk of being disrupted or destroyed by AI. And when the Wall Street Journal investigated further, they found Blue Owl's flagship fund reported 11.6% software exposure in public filings. The Journal's own analysis found it was actually closer to 21%. That's not just a rounding error... The timeline tells you everything: In February, Blue Owl sold $1.4 billion in loans to meet redemptions. They claimed 99.7 cents on the dollar. Sounds great right? Except one of the buyers was Kuvare - an insurance company whose asset management arm Blue Owl ACQUIRED for $750 million in 2024. Blue Owl manages their money. They sold assets to a company they control and called it an arm's length transaction. Barclays downgraded the stock. Shareholders filed a lawsuit. Congress is now demanding disclosures on sales practices, leverage, and risk management. The stock hit a record low of $7.95 - down over 60% from its 52 week high. And through all of this, Blue Owl's CEO went on the earnings call and said: "We don't have red flags. We don't have yellow flags. We actually have largely green flags." $5.4 billion in redemption requests. 60% stock decline. Gated exits. Congressional scrutiny. All green flags, apparently. I've been warning about private credit for months. The sales pitch was always the same: equity-like returns with bond-like stability. No volatility. No correlation to public markets. Safe. Predictable. Except when investors actually want their money, they discover the exits are bolted shut. You can't eliminate volatility. You can only HIDE it. And that's exactly what Blue Owl has been doing - hiding risk behind opaque valuations, related-party transactions, and withdrawal gates. This isn't "negative sentiment." This is what happens when the tide goes out. Are you listening?

@FT Lot businesses suffer passing it on too the customer

UK motorists face £2 a litre diesel as Iran war drives wholesale prices to 4-year high ft.trib.al/kGBt9rR

@Ole_S_Hansen Has he got this war wrong, ill prepared, surly must known Strait of Hormuz be problem and Iran could use this too attack usa. #iran still getting plenty missiles over too Israel,

Despite having ample time to prepare, Trump once again failed to deliver a coherent message, basically saying nothing apart from gas prices would go down and stocks up once he was done. It is clear that neither a professional speechwriter nor any meaningful expert input was involved. The result was an embarrassing speech that raised more questions than answers—particularly regarding how he intends to address the mess he has created. Financial markets responded negatively, as the remarks did nothing to alleviate concerns around inflation, growth, and global stability.

@baroninvestment only for vessels complying with its new toll-based and politically selective rules.

Indices soar: BREAKING - 15L35 - *IRAN: DRAFTING PROTOCOL WITH OMAN FOR HORMUZ STRAIT TRAFFIC *IRAN: HORMUZ STRAIT PROTOCOL NOT TO CONSTITUTE RESTRICTIONS

@baroninvestment Yes still sending plenty over so not destroyed all infrastructure, plenty missile launch pads, asume there mobile, move them around.

Iranian drone and missile attacks down but ongoing The UAE still getting a good chunk of it atm

@baroninvestment Trumps statements, influences markets, needs tone down on these statements

Fantasy land but wouldn’t it be something if when a commodity dropped the shares held up. Theres rarely a bigger picture is there, the twitch and response rates are immense to price

#markets not impressed with #Trump speech, wild talk about how he intends destroy #iran, back too dark ages, not really best words from leader of #USA is he becoming tad dangourous.

#SFOR good move higher of late since results.

2 too 3 weeks, end #IranWar so #Trump says, all going pay 4 this war through cost living going higher, #inflation will go higher

Lot #Commodities up now, reason? , is #IranWar‌ nearing an end.

@CopperBullish Why the rise

#Copper - Movin’ on Up!

@METhompson72 @BBC No evidence not guilty,9 years ago. I wonder if this is new allegations

The 2017 BBC Child Protection Policy states: "The BBC has a zero tolerance to any form of abuse of children” A mere 9 years later they sack Scott Mills. @BBC - can I please have my last 9 years of licence fees refunded?

@TheMoneySponge why fall in #bres one that you follow, been falling share price wise since release OF JORC Back in beginning March.

@baroninvestment #Trump keeps talking a deal could be near, let's hope so,

A couple of weeks ago I was seeing so many longs excited about the price movement and talking about breakouts in their producers etc. That’s died down massively now. Either they have bailed too soon or wider portfolios dampening sentiment. Whatever the case, if invested you adapt to the macro, the wider events to capitalise on it.