AlpaCapital

@AugurInfinity @orrdavid It seems do dip every year at that time

🇯🇵 Foreign selling of Japanese stocks hit a record high.

@achildofthe70s Thinking if it's a good idea to add to Rockwood today... rarely see it on a discount. what's your idea?

Hi all and here's the slightly late monthly performance for the portfolio (spoiler - it's down). Best asset: Energy & Resources (#BERI) Worst asset: Rockwood Strategic Portfolio reduced in value by -7.16% over March and therefore is -0.38% YTD. Keeping calm and carrying on.

@WisemanCap Why do people even want to buy this at that price? Ego?

The biggest valuation scam is right here! SpaceX could seek a valuation exceeding $1.75 trillion in the IPO

@moneyandmore72 Massive underperformance in march. Terry just can't catch a break

Fundsmith Equity Fund - Off 11.3% in Q1 2026 versus a 1.6% drop for its benchmark. Outperformance since the fund’s inception has fallen to 0.9% annualised. Not good and hard to defend. Thoughts/views? 1/n fundsmith.co.uk/factsheet/

@sidprabhu these guys have absolutely no idea what they are doing

This is going to end with the US pulling out and Iran tolling (as I said at the beginning of the conflict) and then most likely years of negotiations and threats between countries in the most affected regions and Iran. These guys broke it, know they are losing support and want others to deal with the consequences.

who dumped #TFIF yesterday and is now buying it all back? 😂

I’m grabbing some more #TFIF now. #MGCI reassuring news today.

@willywoo populist parties love blurting "tax the rich"

@recouso It's crazy so many countries do this so badly when the playbook to success has already been written by the winners... Switzerland Singapore Dubai.

🇬🇧 The recent capital gains tax increase in the UK was expected to bring additional tax revenue. Instead, high-net-worth individuals and families are leaving the country, leading to a 10% fall in net capital gains tax revenue. Welcome to the Laffer curve, suckers.

@MikeFritzell But who will let their decision to travel to Thailand depend on paying $9?

Almost as if the government wants to destroy the tourism industry and isolate the country? This seems incredibly short-sighted

@GillesStru @DirkDeSmedt_ @DeutscheBank @anders_partij ah ok, er is geen rente te betalen op krediet van een kredietlijn?

@MMikethe @DirkDeSmedt_ @DeutscheBank @anders_partij Juist niet, dat is het hele punt van kredietlijnen…

Goed financieel nieuws! Een nieuwe kredietlijn voor het Brussels Hoofdstedelijk Gewest. @DeutscheBank @anders_partij

@DeepSailCapital But if this becomes a bear market, it’s 2 out of 3 that he created himself in the first place.

Trump has been President during two of the most violent bear market recoveries (Covid-2020 and Tariffs-2025) and yet we all don’t think he can pull another one out of his ass.

@Anon47281938474 @ArmchairW how is that negotiation working?

@ArmchairW We have already destroyed their military save for sporadic missile launches. Their leadership is completely gone and we are negotiating with a moderate faction. And without a ground invasion. Try to use your brain. It’s not the same war as 2003.

We are now 26 days into the Iran War. By this point in the 2003 Iraq War (April 15th, 2003) US forces had destroyed the Iraqi military, taken Baghdad, driven Saddam Hussein from power, and secured the final regime stronghold in Saddam's hometown of Tikrit. Iraq had fallen.

@PolymarketIntel This might do more harm than good 😂

Trump: I was proud to ENDORSE Viktor for Re-Election in 2022, and am honored to do so again. Election Day is April 12, 2026. Hungary: GET OUT AND VOTE FOR VIKTOR ORBÁN. He is a true friend, fighter, and WINNER, and has my Complete and Total Endorsement for Re-Election as Prime Minister of Hungary — VIKTOR ORBÁN WILL NEVER LET THE GREAT PEOPLE OF HUNGARY DOWN. I AM WITH HIM ALL THE WAY! PRESIDENT DONALD J. TRUMP

@DeMeulenaer @gertdemesure haha ja, simpel, afpakken van de 'rijken'

@gertdemesure De partijen die graag het geld laten rollen liggen er niet wakker van

Kan er iemand uitrekenen wat de hogere rente de Staat zal kosten? Het zal een hard ontwaken worden voor sommige partijen die graag het geld laten rollen

@atrupar Everyone who worked with him will be burnt for life after this term.

WELKER: Do you think it's appropriate for the president to celebrate the death of a Bronze Star, Purple Heart recipient who served in Vietnam? BESSENT: Neither one of us can understand what has been done to the president and his family WELKER: But is it appropriate for the president to celebrate the death of any American citizen? BESSENT: Give what has been done to President Trump and his family, it is impossible for either of us to understand what he's been through WELKER: So you don't think there's anything wrong with a post saying, 'Good. Robert Mueller's dead'? BESSENT: We should have empathy for what's been done to the president and his family

@Biohazard3737 I feel more gap down followed by big rally. Especially asia and europe will be pessimistic.

@RidyardMike I think I would rank TFIF as less risky than SEQI and RECI 🧐 certainly much less than SMIF. TFIF is pretty much floating rate so rising rates will not be detrimental.

My Holdings #MGCI #SEQI #RECI #SMIF #TFIF Here’s a quick my risk snapshot: 🟢 Low: #MGCI 🟡 Medium: #SEQI #RECI 🟠 Higher: #SMIF #TFIF High yield comes with hidden credit & liquidity risks—know what you own! ⚠️💷📉DYOR

So much bear pr0n on my feed

Bought more $RITM, what a steal at these prices?!