The British Investor.

BREAKING: The US yield curve just turned positive for the first time since July 2022 trib.al/pIzlFIW

@thewealthster @JoneyTalks Haha. Class! We were outside the city centre in Ranelagh. Had the most amazing chicken wings with blue cheese sauce 😆.

@LargoJd @JoneyTalks There was an astoundingly good kebab shop called Zaytoon in Dublin

His and hers… Happy Friday! @JoneyTalks @LargoJd

@thewealthster @FitbaPatter 😂😂😂 that’s absolutely class!

@FitbaPatter @LargoJd

“That’s not a Swedish accent” 😂😂🏴󠁧󠁢󠁳󠁣󠁴󠁿

@thewealthster Lol to a certain extent. I should get back to it. I still am thinking that maybe the blog approach could be better. But still need to sit down and look at it 😅.

@LargoJd Not failing, just… busy with other shit 😂

I was going through the accounts I follow and saw that so many of my faves have just… stopped tweeting. I thought the algo had pushed them off my timeline. Turns out no, they are gone!

Bond markets are moving again, and you should pay attention. Let's look under the hood together. A thread. 1/

Will There be a RECESSION in 2022? | The Big Conversation | Refinitiv youtu.be/3ID8ANMCnk8 via @YouTube

@thewealthster To be fair, I just think it would be cool to have a blog and relate with likeminded people. I found your blog useful so I think it’s great to have more like it. I think I will take a serious look at it. I think it’s cool to document and look back in years to come.

@LargoJd Don’t expect to make much money. I expect your blog would be wildly successful compared to mine though so it’s possible. My ads just about covered costs last year

Off grid in the U.K.? Check this out: rightmove.co.uk/properties/124…

@thewealthster Keep meaning to ask you. If you were to start again, would you use the same blog platform? And do you pay for it? I am tempted to start up a blog focussed on FIRE. Similar to yours but I will put my own spin on it. I really like reading your blog every and seeing the progress.

@thewealthster Looks totally class that!

I'm overdue on updating the fed pivot indicator, and frankly it's showing we have arrived already We are at the point where the fed would usually halt rate hikes and begin easing again As they gear up for 75bp in a couple weeks, they would be knowingly blowing up the system

@MiddleAgedPlan Yes, just feels good to have it like a progress bar although markets recently aren’t helping the “progress” part 😆.

@LargoJd So are you essentially 1/3rd of your way to your FIRE number ie 4m/12m ?

@MiddleAgedPlan So what I have done is split my FIRE number into milestones that are equivalent to 1month of FIRE per year. So currently I have completed 4 and a bit. So I could stop working for 4 and a bit months per year just now.

@LargoJd The Y axis on the first graph- what's the % representing? I can see you have hit 4 months at 100%.

@FIREMusings How many months of FIRE I have achieved so far. 😁 So I could stop working for 4months and a bit per year just now. 🥳

@LargoJd and what does the graph mean ?

This post-bubble contraction ticking most of the boxes - - Stocks plunging - US$ rallying - Credit spreads blowing out - Crypto crash underway Commodities' plunge around the corner and subsequently, when Fed hikes sufficiently + economy craters, US Treasuries should rally.

Leadership board: Oil stocks at 52w highs while $BDRY at 52w lows. Many materials + potash stocks caught somewhere in between. $REMX $COPX $KWEB was the first shoe to drop in tech. It's now climbing out of the hole first - bottoming 2 months ahead of $ARKK

Firing up the engines? $KWEB

@saxena_puru @jimcramer I’ve started a position but agree it could be a little early. Things can change quickly though.

@LargoJd @jimcramer Too early...watching

IPO market dead--then no new stock==bullish

@saxena_puru @jimcramer What’s your thoughts on $TLT @saxena_puru ?

@jimcramer QT starting today.....remember Oct-Dec 2018?