A1Mhigh
@a1mhigh.bsky.social
The same person as A1Mhigh@A1Mhigh on X/Twitter. Interested in investing, trading, finance. In particularly UK stocks.
X (aka Twitter) down today. Apparently due to Cloudflare outage impacting lots of web services. Internet is increasingly going down. Not a good look! Bsky might get a few more eyeballs today? 😂
November 18, 2025 at 1:28 PM
X (aka Twitter) down today. Apparently due to Cloudflare outage impacting lots of web services. Internet is increasingly going down. Not a good look! Bsky might get a few more eyeballs today? 😂
The US is screwed. With an idiot like this in charge expect really bad outcomes. He will probably be fired at some point in the next few years but by then the damage will be done.
RFK Jr: We need to stop trusting the experts... Trusting the experts is not a feature of science or democracy, it's a feature of religion and totalitarianism.
October 16, 2025 at 10:57 AM
The US is screwed. With an idiot like this in charge expect really bad outcomes. He will probably be fired at some point in the next few years but by then the damage will be done.
Agree 100%. Yet MSM/BBC are full of other nonsense today. 🤦♂️
Elon Musk openly called for violence on our streets yesterday.
I hope politicians from all parties come together to condemn his deeply dangerous and irresponsible rhetoric.
Britain must stand united against this clear attempt to undermine our democracy.
I hope politicians from all parties come together to condemn his deeply dangerous and irresponsible rhetoric.
Britain must stand united against this clear attempt to undermine our democracy.
September 14, 2025 at 12:34 PM
Agree 100%. Yet MSM/BBC are full of other nonsense today. 🤦♂️
There was a certain inevitability about this..
June 5, 2025 at 5:14 PM
There was a certain inevitability about this..
Hate to say it, but this latest parabolic move in the US Gold ETF $GLD looks a bit "sus" to my eye. The price action and volume looks a lot like panic buying.
April 22, 2025 at 5:45 PM
Hate to say it, but this latest parabolic move in the US Gold ETF $GLD looks a bit "sus" to my eye. The price action and volume looks a lot like panic buying.
Sentiment likely to do a 180 degree flip on this news if true. Intra-day US price moves maybe suggesting this. How long it will last? 🤷♂️
April 22, 2025 at 4:36 PM
Sentiment likely to do a 180 degree flip on this news if true. Intra-day US price moves maybe suggesting this. How long it will last? 🤷♂️
This is still true after 23 more days. Still the only game in town. A great week for gold and gold stocks. Just a bit worried that if the US stock market sell off becomes disorderly that liquidation of all assets could become a thing.
The gold trade (the metal and the miners) has been fantastic for the last 12 months, and continues to march on to new highs. Just getting a little concerned it is the only game in town right now. 🤔
April 19, 2025 at 1:16 PM
This is still true after 23 more days. Still the only game in town. A great week for gold and gold stocks. Just a bit worried that if the US stock market sell off becomes disorderly that liquidation of all assets could become a thing.
Still no reason to change my hypothesis after 2 months have elapsed. If anything it has been strengthened.
This is my working hypothesis on Trump & Elon as well. Elections are not part of his agenda. He is looking to dismantle the apparatus of the state and judiciary as a first step. You don't need to be Einstein to work out what comes after that!
Trump is making announcements that will hit his core supporters hard. It's as if he's indifferent to the future prospects of Republicans in elections. But he is, of course. He's not running a government; he's running a coup, and elections are not on his agenda. www.taxresearch.org.uk/Blog/2025/02...
April 19, 2025 at 1:08 PM
Still no reason to change my hypothesis after 2 months have elapsed. If anything it has been strengthened.
Every clever school yard bully knows that you gain bullying friends (the gang) before you bully the victim. In this case Trump is trying to bully everyone simultaneously (with tariffs). Probability of success is now low, because everyone else is the victim.
This past week, the Chinese learned
1) exactly where Trump's pain points are;
2) how much to squeeze them before he flinches;
and
3) how little America's partners and allies want to help this president.
Highly useful information.
1) exactly where Trump's pain points are;
2) how much to squeeze them before he flinches;
and
3) how little America's partners and allies want to help this president.
Highly useful information.
April 10, 2025 at 2:02 PM
Every clever school yard bully knows that you gain bullying friends (the gang) before you bully the victim. In this case Trump is trying to bully everyone simultaneously (with tariffs). Probability of success is now low, because everyone else is the victim.
The gold trade (the metal and the miners) has been fantastic for the last 12 months, and continues to march on to new highs. Just getting a little concerned it is the only game in town right now. 🤔
March 27, 2025 at 12:18 PM
The gold trade (the metal and the miners) has been fantastic for the last 12 months, and continues to march on to new highs. Just getting a little concerned it is the only game in town right now. 🤔
Love him or loath him Trump will get his way with tariffs. OS manufacturing companies that have important US sales will have to build factories on US soil to survive. A net export of jobs to the US from the RoW. A net cost to the RoW. You can either go down the reciprocal route or bow down.
March 27, 2025 at 11:59 AM
Love him or loath him Trump will get his way with tariffs. OS manufacturing companies that have important US sales will have to build factories on US soil to survive. A net export of jobs to the US from the RoW. A net cost to the RoW. You can either go down the reciprocal route or bow down.
UK market £ volume (FTSE350) massive today on OPEX second time in a month its been a ⛰️
March 21, 2025 at 6:24 PM
UK market £ volume (FTSE350) massive today on OPEX second time in a month its been a ⛰️
$MAGS have been consolidating (bear flag?) for last 8 days below the 200-day SMA. Was expecting a bounce to VWAP but it has yet to happen. Again the chart is looking very heavy here. Not many good things happen below the 200d SMA.
$MAGS now trading below the August VWAP and -15% from all time highs. Probably why US markets feel worse than -6% fall in $SPY. Would be surprised if we don't get a bounce here at least back to VWAP.
March 19, 2025 at 5:00 PM
$MAGS have been consolidating (bear flag?) for last 8 days below the 200-day SMA. Was expecting a bounce to VWAP but it has yet to happen. Again the chart is looking very heavy here. Not many good things happen below the 200d SMA.
What I like about Bluesky is the opinions you read here are completely different from those (promoted?) on X. Watching both shows how much actual manipulation of news narratives goes on.
Whatever you think about Musk his ability to manipulate the news on his platform is both impressive and scary.
Whatever you think about Musk his ability to manipulate the news on his platform is both impressive and scary.
March 12, 2025 at 8:07 PM
What I like about Bluesky is the opinions you read here are completely different from those (promoted?) on X. Watching both shows how much actual manipulation of news narratives goes on.
Whatever you think about Musk his ability to manipulate the news on his platform is both impressive and scary.
Whatever you think about Musk his ability to manipulate the news on his platform is both impressive and scary.
X has been out all day for me after being out on & off yesterday. Been quite relaxing! 🙂
Elon 👈 your fired!
Elon 👈 your fired!
March 11, 2025 at 2:45 PM
X has been out all day for me after being out on & off yesterday. Been quite relaxing! 🙂
Elon 👈 your fired!
Elon 👈 your fired!
Since 2021 the #Yen Carry Trade has been one of the principle drivers of the outperformance of the US stock market. It looks like that is coming to the end.
The BoJ is now raising as the FED starts to go the other way. The unwinding of this trade alone could put massive pressure on US equities.
The BoJ is now raising as the FED starts to go the other way. The unwinding of this trade alone could put massive pressure on US equities.
March 11, 2025 at 11:13 AM
Since 2021 the #Yen Carry Trade has been one of the principle drivers of the outperformance of the US stock market. It looks like that is coming to the end.
The BoJ is now raising as the FED starts to go the other way. The unwinding of this trade alone could put massive pressure on US equities.
The BoJ is now raising as the FED starts to go the other way. The unwinding of this trade alone could put massive pressure on US equities.
Reposted by A1Mhigh
Yeah we get this in a lot of EM countries... but their main equity indicies don't usually trade at 24x p/e, they trade at single digits p/e's.
oh it's way better than I thought -- hey college kids here's a message from The King
protest =prison
protest =prison
March 5, 2025 at 9:37 AM
Yeah we get this in a lot of EM countries... but their main equity indicies don't usually trade at 24x p/e, they trade at single digits p/e's.
Came across this article dated May 2022 about Musk's takeover of Twitter. Did not read at the time. But 🚨🚨🚨 even then.
slate.com/technology/2...
slate.com/technology/2...
Elon Musk’s Hand-Picked Twitter Investors Confirm Some of His Critics’ Worst Fears
A motley crew of Trumpists, VCs, crypto boosters, and sovereign wealth funds.
slate.com
February 27, 2025 at 5:25 PM
Came across this article dated May 2022 about Musk's takeover of Twitter. Did not read at the time. But 🚨🚨🚨 even then.
slate.com/technology/2...
slate.com/technology/2...
One thing I have learned about sentiment over the years of is that it behaves as an oscillator. Quickly going from bullish to bearish and back. It does not trend (like a stock price might). It might be useful for short term traders, but it is useless if you have a longer term perspective.
February 27, 2025 at 4:31 PM
One thing I have learned about sentiment over the years of is that it behaves as an oscillator. Quickly going from bullish to bearish and back. It does not trend (like a stock price might). It might be useful for short term traders, but it is useless if you have a longer term perspective.
$TSLA car sales taking a beating (in EU in particular). Wonder how many people will have closed their Amazon account $AZMN by this time next year? 🤔
Jeff Bezos of Amazon owns the Washington Post. Yesterday, he abandoned its impartiality. It will now only support free markets and personal liberties - as defined by the likes of him and the mega-rich. How long will it be before Trump ends press freedom? www.taxresearch.org.uk/Blog/2025/02...
The Washington Post abandons press impartiality
Unsurprisingly, Jeff Bezos of Amazon and the Washington Post still uses Twitter:
He used his Twitter account to post this yesterday:
The deluded mindset of the billionaire is revealed.
Amazon i...
www.taxresearch.org.uk
February 27, 2025 at 12:23 PM
$TSLA car sales taking a beating (in EU in particular). Wonder how many people will have closed their Amazon account $AZMN by this time next year? 🤔
Reposted by A1Mhigh
tip: if you take an x.com url and change it to xcancel.com - leaving everything after the slash intact - you can read threads logged out.
February 26, 2025 at 6:22 PM
tip: if you take an x.com url and change it to xcancel.com - leaving everything after the slash intact - you can read threads logged out.
Reposted by A1Mhigh
That’s this letter in the London Review of Books in 2013. www.lrb.co.uk/the-paper/v3...
February 26, 2025 at 7:19 AM
That’s this letter in the London Review of Books in 2013. www.lrb.co.uk/the-paper/v3...
A little bit of fear out there in US risk assets today. $MAGS stepping off the ledge, and $BTC looking a bit green around the gills.
$MAGS Mag-7 ETF holding for now. Heavy volume coming in (looks like distribution). VWAP from Aug lows, Trump election & Dec FOMC meeting. Looks weak to me.
February 25, 2025 at 3:32 PM
A little bit of fear out there in US risk assets today. $MAGS stepping off the ledge, and $BTC looking a bit green around the gills.
Reposted by A1Mhigh
@petertl.bsky.social really excellent and absorbing podcast. A must listen for all UK macro investors
podcasts.apple.com/gb/podcast/t...
podcasts.apple.com/gb/podcast/t...
The long haul to reviving Britain’s economy
Podcast Episode · The Big View · 11/02/2025 · 47m
podcasts.apple.com
February 14, 2025 at 7:16 AM
@petertl.bsky.social really excellent and absorbing podcast. A must listen for all UK macro investors
podcasts.apple.com/gb/podcast/t...
podcasts.apple.com/gb/podcast/t...
$MAGS Mag-7 ETF holding for now. Heavy volume coming in (looks like distribution). VWAP from Aug lows, Trump election & Dec FOMC meeting. Looks weak to me.
February 12, 2025 at 9:02 PM
$MAGS Mag-7 ETF holding for now. Heavy volume coming in (looks like distribution). VWAP from Aug lows, Trump election & Dec FOMC meeting. Looks weak to me.