@d-spike.bsky.social
Massive crowding in these names and likely to be some margin compression ("we will be watching you"), did you expect this to just keep going up forever?
July 16, 2025 at 4:38 PM
Massive crowding in these names and likely to be some margin compression ("we will be watching you"), did you expect this to just keep going up forever?
fwiw. if this is correct, like isnt the original mandate of the BoE to ensure functioning gilts market.... also like they know long term rates are under their control if they so choose right?
January 10, 2025 at 10:45 AM
fwiw. if this is correct, like isnt the original mandate of the BoE to ensure functioning gilts market.... also like they know long term rates are under their control if they so choose right?
this'll make you feel better
December 6, 2024 at 11:35 AM
this'll make you feel better
Is Jerome Powell a believer, I saw he used the gold analogy yesterday, and seems that it goes back more than a decade. Again, I think you're conflating a certain extreme maximalist type with the average man on the street who's just accepted it as part of the financial landscape and has moved on.
December 5, 2024 at 5:32 PM
Is Jerome Powell a believer, I saw he used the gold analogy yesterday, and seems that it goes back more than a decade. Again, I think you're conflating a certain extreme maximalist type with the average man on the street who's just accepted it as part of the financial landscape and has moved on.
look the profile of companies is just far superior now. just doesnt make sense to compare P/E by itself any more than it does comparing the companies of 2000 to manufactures of shovels used to clean horse shit in 1900
December 4, 2024 at 10:08 PM
look the profile of companies is just far superior now. just doesnt make sense to compare P/E by itself any more than it does comparing the companies of 2000 to manufactures of shovels used to clean horse shit in 1900
Probably want to look at ROIC-WACC spread, whoch has been gently trending up over time - my guess is this would look better for s&p500
December 4, 2024 at 10:04 PM
Probably want to look at ROIC-WACC spread, whoch has been gently trending up over time - my guess is this would look better for s&p500
Just a couple of things I saw yesterday for example, and then Asness interview saying AI is coming for all our jobs :)
December 4, 2024 at 5:53 PM
Just a couple of things I saw yesterday for example, and then Asness interview saying AI is coming for all our jobs :)
mids dont look that bad actually
December 4, 2024 at 5:28 PM
mids dont look that bad actually
Are you illiterate as well as a troll? - "sudden swoon in equities"
November 19, 2024 at 10:44 AM
Are you illiterate as well as a troll? - "sudden swoon in equities"
Just a thought but maybe you could've invested in the good UK public companies? Posted this a while ago when people were bitching about the ISA proposal - just off the top of my head, several good compounders anyone with a modicum of interest in the domestic market could rattle off
November 18, 2024 at 9:40 AM
Just a thought but maybe you could've invested in the good UK public companies? Posted this a while ago when people were bitching about the ISA proposal - just off the top of my head, several good compounders anyone with a modicum of interest in the domestic market could rattle off
correct - people abhor high interest rates
November 12, 2024 at 4:39 PM
correct - people abhor high interest rates
Counterpoint - the spread has widened ~35 bps since the election. That's not a great look, particularly since USA CPI and econ data has come in hot recently while in the UK the opposite. Inflation and growth are lower in the UK, OBR fcst don't show this budget doing much for growth.
October 31, 2024 at 6:33 PM
Counterpoint - the spread has widened ~35 bps since the election. That's not a great look, particularly since USA CPI and econ data has come in hot recently while in the UK the opposite. Inflation and growth are lower in the UK, OBR fcst don't show this budget doing much for growth.
Why is Ian King still in the job with the share price 50% below this bid price in real terms?
October 8, 2024 at 10:10 AM
Why is Ian King still in the job with the share price 50% below this bid price in real terms?
