Economy, markets, investing, and anything that makes me smile. retweets are not endorsements. 🇨🇦🇬🇧
London, England
Joined January 2016
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Patrick Armstrong retweeted
Great interview on the Pulse by #Bloomberg with Patrick Armstrong, Plurimi Wealth, one of the rare honest moments - I do not see how markets are not panicking, amazed by the jawbowning capabilities of the US administration. Thank you for that
Patrick Armstrong retweeted
🔮
"Dan Plesac is a GENIUS."
@Plesac19 must've borrowed Greg's crystal ball before the game with this Addison Barger call 🤯
ESPN Analytics gives the Blue Jays a 53.9% chance to beat the Mariners on October 17. Agree or disagree? espn.co.uk/mlb/game/_/gameId…
Bloomberg Opening Trade
youtu.be/I5F2gTkGUaY?si=14tj…
Discussing why we reduced equities to neutral today, and why we are ready for an #IrishGoodBye from the equity party if there is another leg up.
World trades at a record 2.6x Sales multiple & SP500 at a record 3.3x
Hey @elonmusk What is making Grok come up with Obama as best image of American Exceptionalism?
Talking with @tomkeene & Paul Sweeney today. 08:25 EST. youtube.com/watch?v=f39oHo6v…
#Tariffs and the 180 degree turn on no delays to them.
Is Trump killing US #Exorbitant #Privilege ?
Own US TIPS vs conventional Treasuries
Policy driven bear means policy can drive rebound.
Looking forward to joining @FrankCNBC on @CNBCWEX at 5am est today.
An inverted Vix curve means something is spooking the market, but it doesn’t necessarily indicate another leg down for equities.
Will the Magnificent 7, turn into the #Malignant7?
The rally that was perversely narrow in 2024 is finally broadening out—The MSCI Equal Weight and MSCI Cap Weight are now moving in tandem about 4.1% ytd.
linkedin.com/feed/update/urn…
Patrick Armstrong retweeted
We are delighted to welcome @Plurimi1 as the latest contributing manager to MPI - the @STEPSociety
Member Service. For further information please see our Website mpindices.com
Talking $GOOG #Tradewars #cpi and #Fed #NoLanding with @FrankCNBC on @CNBCWEX this morning.
cnbc.com/video/2024/12/11/ar…
#word of the year 2024. #woty
Six of them, chosen by six different dictionaries.
#Manifest, #Polarisation, #BrainRot, #Brat, #Demure, #Enshittification
I asked ChatGpt what each word may tell us about 2024, using financial jargon.
Collins’ "Brat"? The new breed of retail traders—confident, independent, and unafraid to ride the highs and lows of speculative plays. Think Bitcoin maxis and meme stock enthusiasts.
Dictionary.com’s "Demure" was the forgotten safe havens—bonds and blue-chip staples—overshadowed by high-growth plays and flashy narratives.