Colin Twiggs
@colintwiggs.bsky.social
Investment manager at PVT Capital. Long-horizon, macro trends and defensive strategies. Founder of Incredible Charts and The Patient Investor. Newsletter has 140K followers.
Do we buy the dip, or is this a blow-off?
President Charles de Gaulle once equated being an ally of the United States to sharing a lifeboat with an elephant. The last month has been like sharing a lifeboat with an elephant on ketamine. Full article at: td.incrediblecharts.com/250424
President Charles de Gaulle once equated being an ally of the United States to sharing a lifeboat with an elephant. The last month has been like sharing a lifeboat with an elephant on ketamine. Full article at: td.incrediblecharts.com/250424
April 24, 2025 at 7:14 AM
Do we buy the dip, or is this a blow-off?
President Charles de Gaulle once equated being an ally of the United States to sharing a lifeboat with an elephant. The last month has been like sharing a lifeboat with an elephant on ketamine. Full article at: td.incrediblecharts.com/250424
President Charles de Gaulle once equated being an ally of the United States to sharing a lifeboat with an elephant. The last month has been like sharing a lifeboat with an elephant on ketamine. Full article at: td.incrediblecharts.com/250424
Never give in, never give in, never, never, never, never-in nothing, great or small, large or petty — never give in except to convictions of honour and good sense. Never yield to force; never yield to the apparently overwhelming might of the enemy.
~ Winston Churchill, Harrow School, October 1941
~ Winston Churchill, Harrow School, October 1941
March 19, 2025 at 6:44 AM
Never give in, never give in, never, never, never, never-in nothing, great or small, large or petty — never give in except to convictions of honour and good sense. Never yield to force; never yield to the apparently overwhelming might of the enemy.
~ Winston Churchill, Harrow School, October 1941
~ Winston Churchill, Harrow School, October 1941
Reposted by Colin Twiggs
JFC the Trump administration thinks it would be a good idea for farmers to let bird flu "run through the flock" to identify immune birds. The result would kill a lot of chickens and provide an excellent opportunity for H5N1 to mutate into something far deadlier. www.nytimes.com/2025/03/18/h...
RFK Jr.’s Prescription for Bird Flu on Farms: Let It Spread (Gift Article)
The health secretary has suggested allowing the virus to spread, so as to identify birds that may be immune. Such an experiment would be disastrous, scientists say.
www.nytimes.com
March 18, 2025 at 8:41 PM
JFC the Trump administration thinks it would be a good idea for farmers to let bird flu "run through the flock" to identify immune birds. The result would kill a lot of chickens and provide an excellent opportunity for H5N1 to mutate into something far deadlier. www.nytimes.com/2025/03/18/h...
How misguided use of tariffs could damage the US economy.
wp.me/p9tQ4n-fWb
wp.me/p9tQ4n-fWb
How tariffs could break America - the patient investor
Americans' experience with tariffs is mixed. The Smoot-Hawley tariffs of the 1930s prompted retaliatory tariffs and trade barriers from trading partners, causing a collapse in international trade that...
wp.me
March 4, 2025 at 10:50 AM
How misguided use of tariffs could damage the US economy.
wp.me/p9tQ4n-fWb
wp.me/p9tQ4n-fWb
Reposted by Colin Twiggs
Something I see few people mentioning: Normally meetings with foreign leaders in the White House are conducted in private, followed by a polite press conference where, at worst, they say they had "a frank exchange of views". This one was televised from start to finish. And it was Trump's decision.
March 3, 2025 at 3:52 AM
Something I see few people mentioning: Normally meetings with foreign leaders in the White House are conducted in private, followed by a polite press conference where, at worst, they say they had "a frank exchange of views". This one was televised from start to finish. And it was Trump's decision.
Reposted by Colin Twiggs
This is Marco Rubio explaining how the USA promised to defend Ukraine forever if they got rid of their nuclear arsenal left after the Soviet Union fell.
This is why lil marco was sinking into the couch. He was hoping we wouldn’t find it…so don’t RT right now this very second.
This is why lil marco was sinking into the couch. He was hoping we wouldn’t find it…so don’t RT right now this very second.
March 2, 2025 at 4:55 PM
This is Marco Rubio explaining how the USA promised to defend Ukraine forever if they got rid of their nuclear arsenal left after the Soviet Union fell.
This is why lil marco was sinking into the couch. He was hoping we wouldn’t find it…so don’t RT right now this very second.
This is why lil marco was sinking into the couch. He was hoping we wouldn’t find it…so don’t RT right now this very second.
Reposted by Colin Twiggs
Here's Russian state media admitting that Assad's job was to make sure no pipelines went through Syria into Turkey so that all that cheaper Saudi and Qatari LNG never hurt Russia's gas monopoly, the one Putin lost anyway by invading Ukraine.
December 8, 2024 at 8:59 PM
Here's Russian state media admitting that Assad's job was to make sure no pipelines went through Syria into Turkey so that all that cheaper Saudi and Qatari LNG never hurt Russia's gas monopoly, the one Putin lost anyway by invading Ukraine.
President Vladimir Putin threatens Kyiv with new hypersonic Oreshnik missile, saying it would be a response to Ukraine striking Russian soil with Western weapons.
www.themoscowtimes.com/2024/11/29/r...
...after Russia bombarded Ukraine with Iranian drones and North Korean missiles?
www.themoscowtimes.com/2024/11/29/r...
...after Russia bombarded Ukraine with Iranian drones and North Korean missiles?
Russia Will Respond to ‘Each’ Use of U.S.-Supplied Missiles, Kremlin Tells Biden - The Moscow Times
Moscow will continue attacks on Ukrainian targets “each time” Russia is hit with U.S.-supplied missiles, the Kremlin said Friday in response to U.S.
www.themoscowtimes.com
November 30, 2024 at 12:36 AM
President Vladimir Putin threatens Kyiv with new hypersonic Oreshnik missile, saying it would be a response to Ukraine striking Russian soil with Western weapons.
www.themoscowtimes.com/2024/11/29/r...
...after Russia bombarded Ukraine with Iranian drones and North Korean missiles?
www.themoscowtimes.com/2024/11/29/r...
...after Russia bombarded Ukraine with Iranian drones and North Korean missiles?
Russia's year-on-year inflation rate reached 22.1% in September according to research company ROMIR, while official data showed a 9.67% increase. The central bank is expected to hike the official interest rate to 23% (+2.0%) in December.
www.themoscowtimes.com/2024/11/21/n...
www.themoscowtimes.com/2024/11/21/n...
Nabiullina vs. Stagflation: Can Putin's Top Technocrat Save the Russian Economy Once Again? - The Moscow Times
Elvira Nabiullina, the head of Russia's Central Bank, has long been the epitome of the technocratic facade of Vladimir Putin's rule. In her post since 2013, she has been credited with ensuring econo...
www.themoscowtimes.com
November 23, 2024 at 2:24 AM
Russia's year-on-year inflation rate reached 22.1% in September according to research company ROMIR, while official data showed a 9.67% increase. The central bank is expected to hike the official interest rate to 23% (+2.0%) in December.
www.themoscowtimes.com/2024/11/21/n...
www.themoscowtimes.com/2024/11/21/n...