Wally H
@wallyhamond.bsky.social
There is no “alpha”. Just beta you understand and beta you don’t understand - beta you are positioned to buy vs. beta you are already exposed to and should sell
always welcome folks open and willing to change their mind.
on crony capitalism his comment that "I thought that would play out over the course of years" kinda suggestive he knew exactly what he was backing
on crony capitalism his comment that "I thought that would play out over the course of years" kinda suggestive he knew exactly what he was backing
May 8, 2025 at 12:18 PM
always welcome folks open and willing to change their mind.
on crony capitalism his comment that "I thought that would play out over the course of years" kinda suggestive he knew exactly what he was backing
on crony capitalism his comment that "I thought that would play out over the course of years" kinda suggestive he knew exactly what he was backing
‘we are in a sovereign state farmers league of our own’
May 8, 2025 at 12:03 PM
‘we are in a sovereign state farmers league of our own’
'we have agreed a deal to start talking about a deal'
May 8, 2025 at 10:51 AM
'we have agreed a deal to start talking about a deal'
this probably has him salivating
May 8, 2025 at 10:38 AM
this probably has him salivating
we all know he will solve the goal issue thru buying another left back this summer
May 8, 2025 at 10:23 AM
we all know he will solve the goal issue thru buying another left back this summer
presume we will find a tax to apply to the talking heads on GB News calling in from Dubai who want to pontificate on this stuff.
May 8, 2025 at 10:14 AM
presume we will find a tax to apply to the talking heads on GB News calling in from Dubai who want to pontificate on this stuff.
yeah defo dont pile on.
Follow Adam Grant "I no longer believe it’s my place to change anyone’s mind. All I can do is try to understand their thinking and ask if they’re open to some rethinking. The rest is up to them."
Follow Adam Grant "I no longer believe it’s my place to change anyone’s mind. All I can do is try to understand their thinking and ask if they’re open to some rethinking. The rest is up to them."
May 2, 2025 at 11:41 AM
yeah defo dont pile on.
Follow Adam Grant "I no longer believe it’s my place to change anyone’s mind. All I can do is try to understand their thinking and ask if they’re open to some rethinking. The rest is up to them."
Follow Adam Grant "I no longer believe it’s my place to change anyone’s mind. All I can do is try to understand their thinking and ask if they’re open to some rethinking. The rest is up to them."
Sorry I have no clue. But current admin doesn’t appear to mind overreaching
May 2, 2025 at 10:45 AM
Sorry I have no clue. But current admin doesn’t appear to mind overreaching
Loooool about her protecting citizens from Govt overreach
May 2, 2025 at 10:37 AM
Loooool about her protecting citizens from Govt overreach
indeed, bleak it is.
April 25, 2025 at 12:58 PM
indeed, bleak it is.
and a weird world where its possible to think that the China side is more believable than US.
April 25, 2025 at 12:51 PM
and a weird world where its possible to think that the China side is more believable than US.
fair play. and to boot i learned something cause i had no clue what 'nesh' was.
"In British English, "nesh" means being unusually sensitive to cold weather"
"In British English, "nesh" means being unusually sensitive to cold weather"
April 17, 2025 at 1:22 PM
fair play. and to boot i learned something cause i had no clue what 'nesh' was.
"In British English, "nesh" means being unusually sensitive to cold weather"
"In British English, "nesh" means being unusually sensitive to cold weather"
v brave head out. in those fair waters i would be having this bad boy on.
April 17, 2025 at 1:13 PM
v brave head out. in those fair waters i would be having this bad boy on.
"we will never be influenced by any political pressure" but happy to cut 50bps in Sept 2024, sure.
April 16, 2025 at 6:53 PM
"we will never be influenced by any political pressure" but happy to cut 50bps in Sept 2024, sure.
slightly niche but v good.
April 15, 2025 at 2:41 PM
slightly niche but v good.
You had that cray cray on for an hour?
April 9, 2025 at 12:56 PM
You had that cray cray on for an hour?
this is macro, keep your weird euro bank analyst stuff to yourself!
April 9, 2025 at 12:54 PM
this is macro, keep your weird euro bank analyst stuff to yourself!
main street, where winning means the stores are updating to Two Dollar Tree and Two Dollar General
April 9, 2025 at 12:39 PM
main street, where winning means the stores are updating to Two Dollar Tree and Two Dollar General