Les.

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Les.

Les.

@lesguersten

Optimist. 🛫

chiswick Katılım Haziran 2019
1K Takip Edilen652 Takipçiler
Les.
Les.@lesguersten·
@FinanceTiger They won’t tame anything. They are yet again an ass covering exercise.
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JW 🇬🇧
JW 🇬🇧@FinanceTiger·
🇬🇧 This is truly very bad news for pensioners and those on lower incomes, as they will feel inflation much worse than the rest of us. 😢 "UK interest rate hikes 'won't tame Trumpflation': Bank of England warned of damage to economy!" "The threat of higher inflation – US bank Goldman Sachs has warned it could hit 5 per cent – has seen traders bet on as many as four interest rate hikes in 2026, after previously expecting cuts." thisismoney.co.uk/money/markets/…
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Brian Feroldi
Brian Feroldi@BrianFeroldi·
DCFs are popular, but I prefer reverse DCF
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Robert Colvile
Robert Colvile@rcolvile·
Nothing has made me feel as old as learning that Bojan Krkic has retired.
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Anglo Futurism Capital LP 🇬🇧🐿️
Rory Stewart needs to be studied. No one in political living memory has been more 180° wrong on every topic going than this clown. Mid wits assume he is bright because he looks like a geek and speaks with an OE lilt. He’s just a posh spaz. Sorry. I am so tired of this fawning preening bollocks from friendly left adjacent media. Stewart is literally the fucking Jim Kramer of politics. Bin.
Oli Dugmore@OliDugmore

“Rory Stewart is the best prime minister we never had.” I can’t tell you how many times I’ve read that sentence, in my texts, in comments sections, after our interviews. Over the last 10 years he’s spoken to me as a Tory leadership contender, Covid canary in the coal mine, independent London mayoral candidate, or, as in this instance, a podcaster and author. His brand of conscientious conservatism beguiles the significant part of our country that is relatively normal and looked on in horror/confusion as the right wing actively attacked Britain and/or descended into explicit bigotry, parochialism, and conspiracy. We spoke about political evil and how it’s often fun to be so, boarding schools, and whether or not we should rewild wolves in Britain. Eclectic and thoughtful. Performative and precise. I think it’s the best episode of The Exchange so far, but it’s Yanis Varoufakis next week and that was pretty good too. Subscribe, listen in bio, text me about alternate realities. xx @RoryStewartUK @NewStatesman

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Oguz Erkan
Oguz Erkan@oguzerkan·
Ray Dalio: “Something needs to prick the bubble to cause a market crash.” Historically, what ended overvalued markets was something that led to substantial outflows of cash, generally rate hikes or quantitative tightening. Up until now, we didn’t have an environment for a rate hike, this is changing now as inflation is set to tick upward due to increasing oil prices and tariffs. If the Fed hikes rates, it may trigger secular outflows, leading to the crash of this market. Nobody can know what’ll happen, but it’s important to position accordingly now. Regardless of what happens, you should be staying in your high-quality and undervalued positions. Also raise cash allocation preparing for the worst, and if it happens, be ready to buy. For those who position correctly, a crash is good news. However, I still don’t believe there’ll be a real crash. What’ll likely happen is that Iran situation will be resolved over the next couple of weeks, and market will partially recover. That recovery can sustain and we may see new highs if Q1 earnings come above expectations. In short, caution should be the governing paradigm now, but it’s also important to keep optimism since this market still has strong tailwinds as well, not just headwinds and uncertainty.
The Kobeissi Letter@KobeissiLetter

This is truly historic: In just 27 days of the Iran War, the discussion has now become about Fed rate HIKES. Just weeks ago, investors were debating how many rate cuts the Fed would implement in 2026. Now? There's a 48% chance of an interest rate HIKE by January 2027. And, the base case now shows interest rates UNCHANGED through September 2027. This is one of the fastest shifts in Fed expectations since the 2020 pandemic, and the labor market has only weakened since. 2026 is going to be a wild year.

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Les.
Les.@lesguersten·
@Birdyword He's a strange cat. He thinks as PM he does not have responsibility for Energy policy only the Energy secretary does. & he beats himself up about it.
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Les.
Les.@lesguersten·
@BurnsideWasTosh Hard to imagine someone who can so utterly fail at the job. He's just a paper pusher.
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Burnside
Burnside@BurnsideWasTosh·
What a kkkkkkeeeerrrrhhunt. "I have spent years trying to deal with violence against women and girls" To the extent of a year ago saying there'd be no Inquiry into Rape Gangs. This vomit shart is a stand alone abomination but as Prime Minister he disgraces us all.
Politics UK@PolitlcsUK

🚨 WATCH: Keir Starmer says he "beat himself up" for appointing Peter Mandelson "I've been really hard on myself... nobody was criticising me more than myself"

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ITV News
ITV News@itvnews·
President of the British Chamber of Commerce and former Chief Economist at the Bank of England, Andy Haldane, has told ITV News' @ITVJoel that the pick-up in inflation will be 'manageable'. He said the energy price shock 'calls for lower interest rates, not higher ones'.
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Lloyd
Lloyd@LGB_1962·
@EdwardJDavey Your incompetence cost the tax payer £1.2 billion, got 213 sub postmasters jailed and 13 killed. You should apologise to every family paying the price.
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Quant Science
Quant Science@quantscience_·
A 23-page research paper reveals the number 1 method Hedge Funds use to beat the market: Time Series Momentum This is how: 🧵
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Nic
Nic@nicrypto·
This is Wild. Deutsche Bank has developed an index that helps to predict the next TACO by Trump. It has proven effective in previous big Trump pivots. The "Pressure index" combines one-month change in approval ratings, one-year inflation expectations and performance of the S&P 500 & t-bill yields. The higher it goes, the greater the chances of 🌮
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Les.@lesguersten·
@jamierkennedy Can’t really do better than some of those holes 12, 13, 15, 16 are pretty much perfect.
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Jamie Kennedy
Jamie Kennedy@jamierkennedy·
Holes that don't exist... Have you ever thought how good a hole would be from the 14th tee at Augusta to the 12th green? No? Just me then?
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Times Radio
Times Radio@TimesRadio·
“I do think there's a cap to the Reform vote.” It’s likely to be a “messy, multi-party” outcome at the next election, but is a Lib-Lab coalition now more likely than a Tory-Reform alliance? 🗳️ How To Win An Election 🎧 pod.fo/e/3c20a7 @HugoRifkind | @Dannythefink
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JW 🇬🇧
JW 🇬🇧@FinanceTiger·
💷 I am often asked why I love investment trusts so much. What is so unique about them. It is a very fair question ... there are many reason, but here I want to cover what I believe is THE most important reason! 🧵 If income is your priority, investment trusts deserve a place in your portfolio. I have been investing for over a quarter of a century. In 2008 and 2020, thousands of companies worldwide cut or cancelled dividends entirely. In fact, the BoE, if I'm not mistaken, encouraged banks and insurance companies to preserve cash, the likes of #MNG kept paying them out. Yet the great investment trust dividend heroes kept paying, and raising, their distributions. Why? Because unlike OEICs or ETFs, investment trusts can hold back up to 15% of their income each year into a revenue reserve. In the good years, they're quietly building a war chest. In the bad years, they draw on it to keep your income flowing. City of London has raised its dividend every single year for 59 years, did you hear that!? Bankers and Alliance Witan too. Through recessions, pandemics, financial crises, unbroken. For income investors, that kind of reliability isn't just nice to have. It's everything, especially as we age and drift into retirement. 💰 Here is a nice table to give you an idea of the reserves these investment trusts have. @AICPRESS @annabelbrodies @knead_yourdough ⚠️ Some investment trusts pay out a fix amount based on their NAV, and they can pay out of capital. I own these in this category: #JGGI #JEGI #JCGI #JAGI #MTU I hope that some of you found this useful 🫶
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Market Rebellion
Market Rebellion@RebellioMarket·
4 Ways To Exit A Trade:
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Brian Feroldi
Brian Feroldi@BrianFeroldi·
Margin of Safety by Seth A. Klarman
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