Economy, markets, investing, and anything that makes me smile. retweets are not endorsements. 🇨🇦🇬🇧
London, England
Joined January 2016
- Tweets1.2K
- Following593
- Followers644
- Likes2.7K
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 🤯
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
Patrick Armstrong retweeted
$NVDA #BARC $C #OSB #NOVOB #ROG $GOOG $APPL $TSLA $AMD #BA. #RR. #WISE $PYPL #RYA #KER #SGE #EZJ $WMT #WTB #IGG $NOW $LCID $RIVN $LVS #AM $INTL #ABF
In this masterclass of global investing, accomplished fund manager @PatrickArmstr of @Plurimicapital takes me through some fascinating stock ideas & company updates, including:
00:00 His approach to investing, use of AI, strong returns & outlook for the markets
09:10 Banks – Barclays, Citi & OSB Group
12:50 Biopharma & GPL-1 drugs. Novo Nordisk & Roche
15:25 Sustainability of ‘Mag 7’ and #AI boom – NVIDIA, Meta, Amazon & Apple
21:45 AMD and Intel Corporation
22:55 ‘Shorting’ the market. Kering
24:25 Electric vehicles: Tesla, Lucid Motors & Rivian
27:10 Payments firms: Wise and PayPal
29:30 Aviation & defence stocks: Rolls-Royce, BAE Systems and Dassault Aviation
33:20 Software: Sage
35:25 Walmart
36:55 Associated British Foods plc
39:45 Leisure & travel: easyJet & Las Vegas Sands
42:30 IG Group
44:10 ServiceNow & why underweight technology
46:20 Whitbread
47:50 Plurimi investment strategy
youtube.com/watch?v=TceX-zh4…
Patrick Armstrong retweeted
Live at 9.30am on tomorrow's @voxmarkets Exchange (Friday 6th Sept), I will be interviewing super smart global investor @PatrickArmstr of @Plurimicapital .
It's sure to be another fascinating discussion - particularly after the recent market volatility & ahead of the important US jobs data in the afternoon.
Including not only lots of largecap investment ideas such as the 'Mag 7' tech titans, #RR., #ABF, $AMD, #BA. #BA #BARC, #EZJ #IGG #WISE, $PYPL, $WMT, #SGE , Roche , Novo Nordisk & many more.
But also how to safely hedge one's portfolio in these uncertain times, and even invest on the short side.
If you'd like to ask any questions, then please feel free join us here on Youtube. Everyone is welcome.
youtube.com/watch?v=TceX-zh4…
Patrick Armstrong retweeted
"If the Fed cuts into an environment with high inflation, very strong employment, wage growth outstripping inflation, I think they do risk losing credibility," says @PatrickArmstr to @FrankCNBC
Patrick Armstrong retweeted
That sound is back 💥
Our first #PLAKATA of Spring Training!
Patrick Armstrong retweeted
Here are players 20-11 on our #Top100RightNow!
Next up: the Top 10 tomorrow night!
Patrick Armstrong retweeted
#NVO #PYPL #BA. #SHEL #C #CNQ
In this upbeat Macro Investing Masterclass, Harry Colvin (@Lvieweconomics ), @PatrickArmstr (CIO @Plurimicapital ) & @TheIdleInvestor (CIO @BNPP_Wealth Mgt) run through their thoughts for the year ahead.
youtube.com/watch?v=qVVRicbT…
Patrick Armstrong retweeted
In this special Xmas edition of Macro Investing Masterclass, @LongviewEcon (CEO @Lvieweconomics) & @PatrickArmstr (CIO @Plurimicapital Wealth) run through their 2024 predictions wrt:
00:00 Global economy, inflation & interest rates
09:55 China
youtube.com/watch?v=V1cLyI4p…
Patrick Armstrong retweeted
#LLOY #GOOG #PYPL #AAPL #TSLA #SCHW
In this fabulous discussion, Chris Watling (CEO @Lvieweconomics ), @PatrickArmstr (CIO @Plurimi1 ) and @TheIdleInvestor (CIO @BNPP_Wealth) take me through their thoughts on equities, bonds & the capital markets.
youtube.com/watch?v=CX1iwd0Y…
Patrick Armstrong retweeted
"We've got inflation on a track down to something that's going to be sub 3% next year. I don't think it's going to fall to the Fed's mandate" - Patrick Armstrong, CIO of Plurimi Wealth trib.al/aim3CIF
Patrick Armstrong retweeted
In this fascinating discussion, @LongviewEcon (CEO @Lvieweconomics ), @PatrickArmstr (CIO @Plurimi1 ) and @TheIdleInvestor (CIO @BNPP_Wealth) take me through where we are in the economic cycle & the outlook for all main asset classes.
youtube.com/watch?v=eCZL-nam…
Patrick Armstrong retweeted
Patrick Armstrong of Plurimi Wealth says his investments in Apple, Google and Adobe are the stocks that are driving his portfolio trib.al/Hxqeik8
Patrick Armstrong retweeted
🔻Citywire AA-rated manager @PatrickArmstr closed his long-held short against @CreditSuisse on 3 March and has instead turned his attention to @GoldmanSachs. More below.
➡️tinyurl.com/4eab8sxa
✏️@SloleyChris
Patrick Armstrong retweeted
If you watch only one video today….make it a monkey washing a cat…
State Sen. Nathan Dahm (R-OK) has penned several bills loosening gun restrictions, including the nation’s first anti-red flag law. He thinks these bills protect the Second Amendment – and that they make us safer. We think it's probably one or the other. Watch it on @AppleTVPlus.
Patrick Armstrong retweeted
The Fed will not be what drives markets in 2023, says @PatrickArmstr of Plurimi Wealth LLP.