joe marwood

how to get through the strait of hormuz

"The most powerful populist of this century is at risk of becoming what he ran against — a deficit-spending interventionist asking working-class Americans to shoulder the cost of war."

@VinnieSull1van Vauxhall has always been a dump

#Vauxhall now looks more like a Hollywood depiction of a dystopian city in outer space than that of #London. The more you watch, the worse it gets. Just because you fill something up, doesn't mean it isn't empty.

@2147mill You have to adjust it for inflation

You know Buffet says how once you hit £100k portfolio that’s when the snowball really takes off… I hit £116k October 2025 and since then it’s gone back to £100k🤣🤣 When does the snowball start?

Serious question, why do people copy video links?

@karunpal Sounds good, how do you make a living?

I live a slow life. A life unbothered by anything. I wake up. Make a coffee. Listen to the birds. Go for a walk. Work at my desk for a few hours. Read Tolstoy (War & peace). Eat a simple lunch. Listen to some classical music. I'm at peace. I'm a simple man. That's all I want.

Absolutely zero chance I will be listening to President Trump’s upcoming address. I’m just so tired of listening to that silly man’s voice

@Scaramucci This app is intolerable on April 1

After years of telling everybody else how to run the country and months of deliberation, I have a special announcement: I’m running for President of the United States in 2028. I am aware of what happened the last time I worked in the White House. But I do believe I can help guide this country in the right direction. Join me and help me heal America. Mooch 2028 🇺🇸

Renew Holdings $RNWH latest H1 update is pretty much what you want to see; boringly good. Management is confident in delivering full year expectations and potential further acquisitions in H2 Order book continues to be at record levels Revenue is expected at £1,185.8m (10% growth) with adjusted operating profit of £77.6m and pre-IFRS 16 net cash of £20.0m. That puts the valuation at about 8.4 times adjusted operating profit. That should leave room for continued upside imo. The conclusion says it all: "Underpinned by extensive Government spending commitments and long-term framework positions, the Group's order book continues to be at record levels, demonstrating our core capabilities and established presence in a diverse range of long-term, sustainable growth sectors. The Group remains strongly positioned with a well balanced portfolio of businesses, providing us with confidence in delivering against our full year expectations."

@JamieBonkiewicz A tremendous victory, the greatest day since V Day?

I’ll save you some time on the Iran address: • It’s Biden’s fault • 48 hours • Two weeks • Some incoherent gibberish • We’ve won • We are way ahead of schedule • It’s a little excursion • We have obliterated them • We’ve knocked out all their ships • I could open up the Strait of Hormuz • Go get your own oil • They gave us a present • NATO are cowards • Something about Nuclear weapons • Allies are useless • We need allies • Nobody’s ever seen anything like it • Fake news • DEMOCRATS • Obama • More gibberish • I know more than the generals • Greatest foreign policy ever Am I missing anything?

I spent a few minutes playing with Adobe’s generative AI tool Firefly and it is terrible. Way worse than the other AI tools out there. No wonder the stock is down more than 50% $ADBE

@ReneSellmann I don't know, I've got neither

“A history degree is far more useful than a CFA.” - Crispin Odey Agree or disagree?

Chinese tea shop company $CHA may have been the easiest short over the past year

@NormanBrennan LOL its just kids

BREAKING NEWS; Marauding Madness & utter Chaos at Marks & Spencer in Clapham; had the 3 MET Officers not been on scene I bet the entire stock would have been stolen; LAWLESS LONDON on just about every level of crime & ASB 👇🤷‍♂️🙄

Futures turned green for some reason. Someone know something?

Carnival $CCL looks like a possible short here. Results are good now; sales up 6%, customer deposits up to $7.5B and $2.5B buyback. But they still have $24B of debt. Higher fuel costs and possibly higher interest rates on the way. Not sure how many people will be booking a cruise in this environment.

@OtterMarket good post, thanks

I think he is confused again. He thinks Iran gave the US a present when it was actually the US that gave Iran a present - lifting their oil sanctions 🎁

@SecRubio Real shame you couldn't have had this discussion before you killed 250 school girls and many more casualties

@amitisinvesting its not the greatest show on earth, it's embarassing

i think we all knew we were in for a wild 4 years when Trump got elected but this has been crazy it feels like we are in a movie and the script is writing itself daily on Truth Social every new addition to the script adds or subtracts a few trillion 😂 greatest show on earth