Alpha Portfolio Management
@alphapmbristol.bsky.social
Alpha is an award-winning bespoke portfolio manager.
www.alpha-pm.co.uk
www.alpha-pm.co.uk
Having a defence against drones is no longer an option, it’s a necessity.
The private sector is now investing to protect critical infrastructure, entertainment venues and public events which are now be considered security risks.
#Defence #DroneWarfare
tinyurl.com/awd8muzs
The private sector is now investing to protect critical infrastructure, entertainment venues and public events which are now be considered security risks.
#Defence #DroneWarfare
tinyurl.com/awd8muzs
November 11, 2025 at 9:51 AM
Having a defence against drones is no longer an option, it’s a necessity.
The private sector is now investing to protect critical infrastructure, entertainment venues and public events which are now be considered security risks.
#Defence #DroneWarfare
tinyurl.com/awd8muzs
The private sector is now investing to protect critical infrastructure, entertainment venues and public events which are now be considered security risks.
#Defence #DroneWarfare
tinyurl.com/awd8muzs
AI Finance Bubble fears.
Vendor financing could be supporting investment in AI.
US companies have issued $200bn of bonds to finance AI infrastructure. Will Credit markets be hit with $200bn ‘flood’ of AI-related bonds?
#AIBubble #Nvidia #AIFinance
tinyurl.com/ykhjxw3e
Vendor financing could be supporting investment in AI.
US companies have issued $200bn of bonds to finance AI infrastructure. Will Credit markets be hit with $200bn ‘flood’ of AI-related bonds?
#AIBubble #Nvidia #AIFinance
tinyurl.com/ykhjxw3e
November 4, 2025 at 10:11 AM
AI Finance Bubble fears.
Vendor financing could be supporting investment in AI.
US companies have issued $200bn of bonds to finance AI infrastructure. Will Credit markets be hit with $200bn ‘flood’ of AI-related bonds?
#AIBubble #Nvidia #AIFinance
tinyurl.com/ykhjxw3e
Vendor financing could be supporting investment in AI.
US companies have issued $200bn of bonds to finance AI infrastructure. Will Credit markets be hit with $200bn ‘flood’ of AI-related bonds?
#AIBubble #Nvidia #AIFinance
tinyurl.com/ykhjxw3e
Defending down under
Australia is ramping up defence spending. The biggest increase since WW2, to counter the perceived threat from China.
The US and Australia are creating closer ties to develop rare earth minerals.
#AUKUS #RareEarths
tinyurl.com/59ba4c8z
Australia is ramping up defence spending. The biggest increase since WW2, to counter the perceived threat from China.
The US and Australia are creating closer ties to develop rare earth minerals.
#AUKUS #RareEarths
tinyurl.com/59ba4c8z
October 28, 2025 at 10:19 AM
Defending down under
Australia is ramping up defence spending. The biggest increase since WW2, to counter the perceived threat from China.
The US and Australia are creating closer ties to develop rare earth minerals.
#AUKUS #RareEarths
tinyurl.com/59ba4c8z
Australia is ramping up defence spending. The biggest increase since WW2, to counter the perceived threat from China.
The US and Australia are creating closer ties to develop rare earth minerals.
#AUKUS #RareEarths
tinyurl.com/59ba4c8z
Can’t afford the leccy?
The UK has a cost-of-living-crisis and some of the highest cost electricity in the developed World.
Consumers deserve reliable and cost-effective suppliers.
#UKEnergy #costoflivingcrisis
tinyurl.com/3uuw8f2c
The UK has a cost-of-living-crisis and some of the highest cost electricity in the developed World.
Consumers deserve reliable and cost-effective suppliers.
#UKEnergy #costoflivingcrisis
tinyurl.com/3uuw8f2c
October 21, 2025 at 1:17 PM
Can’t afford the leccy?
The UK has a cost-of-living-crisis and some of the highest cost electricity in the developed World.
Consumers deserve reliable and cost-effective suppliers.
#UKEnergy #costoflivingcrisis
tinyurl.com/3uuw8f2c
The UK has a cost-of-living-crisis and some of the highest cost electricity in the developed World.
Consumers deserve reliable and cost-effective suppliers.
#UKEnergy #costoflivingcrisis
tinyurl.com/3uuw8f2c
The UK has a cost-of-living-crisis and some of the highest cost electricity in the developed World.
Consumers deserve reliable and cost-effective suppliers.
#UKEnergy #costoflivingcrisis
tinyurl.com/3uuw8f2c
Consumers deserve reliable and cost-effective suppliers.
#UKEnergy #costoflivingcrisis
tinyurl.com/3uuw8f2c
October 21, 2025 at 11:32 AM
The UK has a cost-of-living-crisis and some of the highest cost electricity in the developed World.
Consumers deserve reliable and cost-effective suppliers.
#UKEnergy #costoflivingcrisis
tinyurl.com/3uuw8f2c
Consumers deserve reliable and cost-effective suppliers.
#UKEnergy #costoflivingcrisis
tinyurl.com/3uuw8f2c
The price the NHS pays for medicines is set to rise by nearly 25%. The move aims to stop major pharmaceutical companies from pulling investment out of the UK to avoid Trump’s tariffs.
#NHS #DrugPrices
tinyurl.com/bdw36ubh
#NHS #DrugPrices
tinyurl.com/bdw36ubh
October 14, 2025 at 7:58 AM
The price the NHS pays for medicines is set to rise by nearly 25%. The move aims to stop major pharmaceutical companies from pulling investment out of the UK to avoid Trump’s tariffs.
#NHS #DrugPrices
tinyurl.com/bdw36ubh
#NHS #DrugPrices
tinyurl.com/bdw36ubh
Have Europe's politicians had their chips?
French PM Sébastien Lecornu resigns, Germany faces a welfare crunch and the UK braces itself for tough choices.
When the chips are down, who’d be a politician?
#EuropeanPolitics #WelfareReform
bit.ly/46D7stA
French PM Sébastien Lecornu resigns, Germany faces a welfare crunch and the UK braces itself for tough choices.
When the chips are down, who’d be a politician?
#EuropeanPolitics #WelfareReform
bit.ly/46D7stA
October 7, 2025 at 8:51 AM
Have Europe's politicians had their chips?
French PM Sébastien Lecornu resigns, Germany faces a welfare crunch and the UK braces itself for tough choices.
When the chips are down, who’d be a politician?
#EuropeanPolitics #WelfareReform
bit.ly/46D7stA
French PM Sébastien Lecornu resigns, Germany faces a welfare crunch and the UK braces itself for tough choices.
When the chips are down, who’d be a politician?
#EuropeanPolitics #WelfareReform
bit.ly/46D7stA
The UK and US recently signed a major energy agreement, the Atlantic Partnership for Advanced Nuclear Energy.
Could this herald a nuclear renaissance?
The Tech Prosperity Deal signed, we will need a lot more reliable energy
#Microsoft #NVIDIA #OpenAI
bit.ly/4nwfKJN
Could this herald a nuclear renaissance?
The Tech Prosperity Deal signed, we will need a lot more reliable energy
#Microsoft #NVIDIA #OpenAI
bit.ly/4nwfKJN
September 30, 2025 at 9:58 AM
The UK and US recently signed a major energy agreement, the Atlantic Partnership for Advanced Nuclear Energy.
Could this herald a nuclear renaissance?
The Tech Prosperity Deal signed, we will need a lot more reliable energy
#Microsoft #NVIDIA #OpenAI
bit.ly/4nwfKJN
Could this herald a nuclear renaissance?
The Tech Prosperity Deal signed, we will need a lot more reliable energy
#Microsoft #NVIDIA #OpenAI
bit.ly/4nwfKJN
Cyber-attacks – Being held to ransom.
Cybercrime incidents are on the rise. Major businesses continue to be exposed by sophisticated criminals.
Major software providers are playing catch up to correct vulnerabilities.
#CyberAttack #ransomwaredefense
bit.ly/46HlERc
Cybercrime incidents are on the rise. Major businesses continue to be exposed by sophisticated criminals.
Major software providers are playing catch up to correct vulnerabilities.
#CyberAttack #ransomwaredefense
bit.ly/46HlERc
September 23, 2025 at 8:42 AM
Cyber-attacks – Being held to ransom.
Cybercrime incidents are on the rise. Major businesses continue to be exposed by sophisticated criminals.
Major software providers are playing catch up to correct vulnerabilities.
#CyberAttack #ransomwaredefense
bit.ly/46HlERc
Cybercrime incidents are on the rise. Major businesses continue to be exposed by sophisticated criminals.
Major software providers are playing catch up to correct vulnerabilities.
#CyberAttack #ransomwaredefense
bit.ly/46HlERc
Red Sea cable cuts spark fresh fears of sabotage.
Azure outages show how fragile global connectivity is.
Critical infrastructure is at risk.
#CyberSecurity #CloudComputing
bit.ly/3Ip95BG
Azure outages show how fragile global connectivity is.
Critical infrastructure is at risk.
#CyberSecurity #CloudComputing
bit.ly/3Ip95BG
September 16, 2025 at 9:43 AM
Red Sea cable cuts spark fresh fears of sabotage.
Azure outages show how fragile global connectivity is.
Critical infrastructure is at risk.
#CyberSecurity #CloudComputing
bit.ly/3Ip95BG
Azure outages show how fragile global connectivity is.
Critical infrastructure is at risk.
#CyberSecurity #CloudComputing
bit.ly/3Ip95BG
Latest tax rumours and the long time to wait for the Autumn Statement risk undermining UK economic growth.
Markets and businesses hate uncertainty!
bit.ly/45UBXuD
Markets and businesses hate uncertainty!
bit.ly/45UBXuD
September 9, 2025 at 9:04 AM
Latest tax rumours and the long time to wait for the Autumn Statement risk undermining UK economic growth.
Markets and businesses hate uncertainty!
bit.ly/45UBXuD
Markets and businesses hate uncertainty!
bit.ly/45UBXuD
A cuckoo in the nest
President Trump is ruffling the feathers of America’s allies with tariffs.
Could Trump’s tantrums backfire, undermine the dollar and leave the door open to China?
#Geopolitics #TradeWar
bit.ly/3V0aph9
President Trump is ruffling the feathers of America’s allies with tariffs.
Could Trump’s tantrums backfire, undermine the dollar and leave the door open to China?
#Geopolitics #TradeWar
bit.ly/3V0aph9
September 3, 2025 at 9:08 AM
A cuckoo in the nest
President Trump is ruffling the feathers of America’s allies with tariffs.
Could Trump’s tantrums backfire, undermine the dollar and leave the door open to China?
#Geopolitics #TradeWar
bit.ly/3V0aph9
President Trump is ruffling the feathers of America’s allies with tariffs.
Could Trump’s tantrums backfire, undermine the dollar and leave the door open to China?
#Geopolitics #TradeWar
bit.ly/3V0aph9
Data centre gold rush.
The UK is building data centres, crucial for supporting the digital economy.
Growing demand from AI and cloud services poses significant energy and environmental challenges.
#DataCentres #TechInfrastructure
bit.ly/3HyzMnf
The UK is building data centres, crucial for supporting the digital economy.
Growing demand from AI and cloud services poses significant energy and environmental challenges.
#DataCentres #TechInfrastructure
bit.ly/3HyzMnf
August 27, 2025 at 1:47 PM
Data centre gold rush.
The UK is building data centres, crucial for supporting the digital economy.
Growing demand from AI and cloud services poses significant energy and environmental challenges.
#DataCentres #TechInfrastructure
bit.ly/3HyzMnf
The UK is building data centres, crucial for supporting the digital economy.
Growing demand from AI and cloud services poses significant energy and environmental challenges.
#DataCentres #TechInfrastructure
bit.ly/3HyzMnf
Uranium enrichment.
The cost of building Sizewell C nuclear reactor has doubled to £38bn.
Governments around the world are building nuclear power plants.
@sizewellc.bsky.social
#EnrichedUranium
bit.ly/3HGA2Aq
The cost of building Sizewell C nuclear reactor has doubled to £38bn.
Governments around the world are building nuclear power plants.
@sizewellc.bsky.social
#EnrichedUranium
bit.ly/3HGA2Aq
August 19, 2025 at 11:08 AM
Uranium enrichment.
The cost of building Sizewell C nuclear reactor has doubled to £38bn.
Governments around the world are building nuclear power plants.
@sizewellc.bsky.social
#EnrichedUranium
bit.ly/3HGA2Aq
The cost of building Sizewell C nuclear reactor has doubled to £38bn.
Governments around the world are building nuclear power plants.
@sizewellc.bsky.social
#EnrichedUranium
bit.ly/3HGA2Aq
Meme Stock Mania
The meme stock craze has resurfaced on social media.
US retail traders are again piling into illiquid shares.
US equity market valuations are close to record levels.
#MemeStocks #TradeWars
bit.ly/4mwAoIO
The meme stock craze has resurfaced on social media.
US retail traders are again piling into illiquid shares.
US equity market valuations are close to record levels.
#MemeStocks #TradeWars
bit.ly/4mwAoIO
August 12, 2025 at 10:13 AM
Meme Stock Mania
The meme stock craze has resurfaced on social media.
US retail traders are again piling into illiquid shares.
US equity market valuations are close to record levels.
#MemeStocks #TradeWars
bit.ly/4mwAoIO
The meme stock craze has resurfaced on social media.
US retail traders are again piling into illiquid shares.
US equity market valuations are close to record levels.
#MemeStocks #TradeWars
bit.ly/4mwAoIO
Food prices are rising.
The UK has suffered its driest spring in more than a century and the Budget has also increased employers’ costs.
Weather and taxes are driving food inflation. Taking the Pea?
#CostOfLivingCrisis #FoodInflation #ClimateCrisis
bit.ly/456gKh2
The UK has suffered its driest spring in more than a century and the Budget has also increased employers’ costs.
Weather and taxes are driving food inflation. Taking the Pea?
#CostOfLivingCrisis #FoodInflation #ClimateCrisis
bit.ly/456gKh2
August 5, 2025 at 8:16 AM
Food prices are rising.
The UK has suffered its driest spring in more than a century and the Budget has also increased employers’ costs.
Weather and taxes are driving food inflation. Taking the Pea?
#CostOfLivingCrisis #FoodInflation #ClimateCrisis
bit.ly/456gKh2
The UK has suffered its driest spring in more than a century and the Budget has also increased employers’ costs.
Weather and taxes are driving food inflation. Taking the Pea?
#CostOfLivingCrisis #FoodInflation #ClimateCrisis
bit.ly/456gKh2
Copper and critical metals. A critical moment.
Taking back control. Trump has announced a 50% tariff on imported copper to ‘bring copper production home’.
Most of the world’s critical rare earth minerals are in China, its rival super-power.
bit.ly/4kZdxo0
Taking back control. Trump has announced a 50% tariff on imported copper to ‘bring copper production home’.
Most of the world’s critical rare earth minerals are in China, its rival super-power.
bit.ly/4kZdxo0
July 29, 2025 at 7:50 AM
Copper and critical metals. A critical moment.
Taking back control. Trump has announced a 50% tariff on imported copper to ‘bring copper production home’.
Most of the world’s critical rare earth minerals are in China, its rival super-power.
bit.ly/4kZdxo0
Taking back control. Trump has announced a 50% tariff on imported copper to ‘bring copper production home’.
Most of the world’s critical rare earth minerals are in China, its rival super-power.
bit.ly/4kZdxo0
Simplified investment advice.
The FCA plans to simplify investment advice. Simplified advice with targeted support is making it more accessible and hopefully affordable.
Bridging the advice gap.
#UKInvesting #FCA #FinancialAdvice
bit.ly/3TTzSZc
The FCA plans to simplify investment advice. Simplified advice with targeted support is making it more accessible and hopefully affordable.
Bridging the advice gap.
#UKInvesting #FCA #FinancialAdvice
bit.ly/3TTzSZc
July 22, 2025 at 12:23 PM
Simplified investment advice.
The FCA plans to simplify investment advice. Simplified advice with targeted support is making it more accessible and hopefully affordable.
Bridging the advice gap.
#UKInvesting #FCA #FinancialAdvice
bit.ly/3TTzSZc
The FCA plans to simplify investment advice. Simplified advice with targeted support is making it more accessible and hopefully affordable.
Bridging the advice gap.
#UKInvesting #FCA #FinancialAdvice
bit.ly/3TTzSZc
Lies, damn lies and statistics!
Data errors spark concern over inflation stats while markets navigate fresh Trump tariffs and Fed rate signals.
#EconomicData #ONS #@BLS_gov
bit.ly/44vV5P1
Data errors spark concern over inflation stats while markets navigate fresh Trump tariffs and Fed rate signals.
#EconomicData #ONS #@BLS_gov
bit.ly/44vV5P1
July 15, 2025 at 9:51 AM
Lies, damn lies and statistics!
Data errors spark concern over inflation stats while markets navigate fresh Trump tariffs and Fed rate signals.
#EconomicData #ONS #@BLS_gov
bit.ly/44vV5P1
Data errors spark concern over inflation stats while markets navigate fresh Trump tariffs and Fed rate signals.
#EconomicData #ONS #@BLS_gov
bit.ly/44vV5P1
Roman general Vegetius stated “if you want peace, prepare for war”.
The concept of 'peace through strength' has evolved through history but, would appear to be where the members of NATO are currently sat.
#PeaceThroughStrength #NATO #DefenseSpending
bit.ly/4lHkta0
The concept of 'peace through strength' has evolved through history but, would appear to be where the members of NATO are currently sat.
#PeaceThroughStrength #NATO #DefenseSpending
bit.ly/4lHkta0
July 8, 2025 at 7:50 AM
Roman general Vegetius stated “if you want peace, prepare for war”.
The concept of 'peace through strength' has evolved through history but, would appear to be where the members of NATO are currently sat.
#PeaceThroughStrength #NATO #DefenseSpending
bit.ly/4lHkta0
The concept of 'peace through strength' has evolved through history but, would appear to be where the members of NATO are currently sat.
#PeaceThroughStrength #NATO #DefenseSpending
bit.ly/4lHkta0
Passive-aggressive investing.
Over the last 30 years passive investment has surged.
Markets are now increasingly sensitive to the wall of money.
Index-tracking funds are buying into the Mag7 regardless of valuation.
#PassiveInvesting #IndexFunds
bit.ly/3I0Sy6C
Over the last 30 years passive investment has surged.
Markets are now increasingly sensitive to the wall of money.
Index-tracking funds are buying into the Mag7 regardless of valuation.
#PassiveInvesting #IndexFunds
bit.ly/3I0Sy6C
July 1, 2025 at 9:28 AM
Passive-aggressive investing.
Over the last 30 years passive investment has surged.
Markets are now increasingly sensitive to the wall of money.
Index-tracking funds are buying into the Mag7 regardless of valuation.
#PassiveInvesting #IndexFunds
bit.ly/3I0Sy6C
Over the last 30 years passive investment has surged.
Markets are now increasingly sensitive to the wall of money.
Index-tracking funds are buying into the Mag7 regardless of valuation.
#PassiveInvesting #IndexFunds
bit.ly/3I0Sy6C
Nuclear power is back on the agenda, not least because of developments in Iran!
The government needs to get a grip on electricity costs and security if UK businesses are to thrive.
#NuclearPower #FutureOfEnergy
bit.ly/3ZKGxs1
The government needs to get a grip on electricity costs and security if UK businesses are to thrive.
#NuclearPower #FutureOfEnergy
bit.ly/3ZKGxs1
June 24, 2025 at 2:04 PM
Nuclear power is back on the agenda, not least because of developments in Iran!
The government needs to get a grip on electricity costs and security if UK businesses are to thrive.
#NuclearPower #FutureOfEnergy
bit.ly/3ZKGxs1
The government needs to get a grip on electricity costs and security if UK businesses are to thrive.
#NuclearPower #FutureOfEnergy
bit.ly/3ZKGxs1
The organisation representing manufacturers - Make UK-
believes high energy costs risk undermining Labour’s industrial strategy.
The UK’s energy policy looks likely to define our industrial future.
#EnergyCrisis #UKManufacturing
bit.ly/3SQk60C
believes high energy costs risk undermining Labour’s industrial strategy.
The UK’s energy policy looks likely to define our industrial future.
#EnergyCrisis #UKManufacturing
bit.ly/3SQk60C
June 17, 2025 at 11:09 AM
The organisation representing manufacturers - Make UK-
believes high energy costs risk undermining Labour’s industrial strategy.
The UK’s energy policy looks likely to define our industrial future.
#EnergyCrisis #UKManufacturing
bit.ly/3SQk60C
believes high energy costs risk undermining Labour’s industrial strategy.
The UK’s energy policy looks likely to define our industrial future.
#EnergyCrisis #UKManufacturing
bit.ly/3SQk60C
Ukraine’s drone blitz cripples Russian bomber fleet in Operation Spiderweb.
The UK’s Strategic Defence review will highlight how warfare has changed.
#UkraineRussiaWar #OperationSpiderweb #UKDefence
bit.ly/4kYgfdK
The UK’s Strategic Defence review will highlight how warfare has changed.
#UkraineRussiaWar #OperationSpiderweb #UKDefence
bit.ly/4kYgfdK
June 10, 2025 at 8:07 AM
Ukraine’s drone blitz cripples Russian bomber fleet in Operation Spiderweb.
The UK’s Strategic Defence review will highlight how warfare has changed.
#UkraineRussiaWar #OperationSpiderweb #UKDefence
bit.ly/4kYgfdK
The UK’s Strategic Defence review will highlight how warfare has changed.
#UkraineRussiaWar #OperationSpiderweb #UKDefence
bit.ly/4kYgfdK
You can bank on it
From Lehman Brothers to NatWest: why the banking rules may be up for reform.
The UK’s leading banks have asked Chancellor Rachel Reeves for a ring-fencing regime to be removed.
#BankingReform #RingFencing
bit.ly/4dNsxDA
From Lehman Brothers to NatWest: why the banking rules may be up for reform.
The UK’s leading banks have asked Chancellor Rachel Reeves for a ring-fencing regime to be removed.
#BankingReform #RingFencing
bit.ly/4dNsxDA
June 4, 2025 at 9:53 AM
You can bank on it
From Lehman Brothers to NatWest: why the banking rules may be up for reform.
The UK’s leading banks have asked Chancellor Rachel Reeves for a ring-fencing regime to be removed.
#BankingReform #RingFencing
bit.ly/4dNsxDA
From Lehman Brothers to NatWest: why the banking rules may be up for reform.
The UK’s leading banks have asked Chancellor Rachel Reeves for a ring-fencing regime to be removed.
#BankingReform #RingFencing
bit.ly/4dNsxDA