H1 2023 Review: Exciting Meh!
Performance: -1.8% Performance Chit Chat Top 5s Musings Narratives And Finally
Posts
Review 2022: Invasion, Inflation, Interest, Indecision
Performance Top 5s Distractions or Bear Market excuses Am I worth it; And Finally x2
June-Oct 2022: Events, My Dear Boy. Events.
Politics: Started from Victoria, now we here; CBs: Schrodinger's monetary policy; Nobel judgement; Portfolio Matters - Macro, Performance and my confusion And Finally: Thank you MA'AM
April Week 5 - June Week 1: Weekly Reviews Catch Up
Change to Regular Programming Weekly Catch Ups: There were updates Transactions: Me the Meddler And Finally: Long Live the Queen
April Week 4: 75 Basis Points & Chill
Public Service: Books When Two Become One Macro/Market: 75 basis points & Chill April Week 4: Smug & Chill Updates: #BNZL Transactions: Sell #CLIG, Reduce #TPFG And Finally: Man Utd
April Week 2 & 3: Page 6
Markets/Macro : Page 6, Seriously April Week 2 : All quiet, but busy Updates : #SDG #TPFG #CMCX April Week 3: Back down to Earth Updates : #CLX #SUP #MONY #TSCO #FCAP #AAZ Transactions : Buy #BDEV #DLG Sell #SHED #NRR #IGP And Finally: Scared of Man Utd
March Week 5: April Fools
Public Service: The Tyranny of Merit Markets/Macro : Not my fault! March Week 5 : Meh! Transactions : Add #MONY #SDG Sell #AIR #MRK Updates : #IGP #SDI #BMY #SHED #BVXP #BAG #TATE And finally: 10 years later
March Weeks 3 & 4 : Inversion!
Public Service : And I thought I was bearish Markets/Macro : OH THE INVERSION! Stonks still only go up! March Week 3 & 4 : Whoop whoop & Poop poop Transactions : Buy #MRK Add #GRG #BATS #SRC Sell #UPGS Updates : #CCC #FNX #SRC #SPSY #GAW
Feb Week 4 - Mar Week 2: If I had a Nickel ....
Public Service and another little rant Feb Week 4 & March Week 1: Vladimir - What did you do to my portfolio?? March Week 2: Back to Normal - BTFD Transactions: Buy #MONY #GRG Add #FNX #SOM Sell #EMIS #GSK #SUPR Updates: #BNZL #CLX #SOM #SRC #AAZ #GRG #FCAP
February Week 2 & Week 3: Portfolio Review
⭐#AAZ #TATE #TPFG #BMY 💩#SDG Transactions: Add #SOM Add #FNX Add #SDG Updates: #TATE #GSK #SHED #ULVR #BATS #UPGS #CLIG
January Week 4 & February Week 1: Portfolio Review
⭐#AIR #ARC #IGP #BMY 💩#SUP #CLX #AAZ #FCAP #SOM Transactions: Buy #BAG, Add #SOM Reduce #SDI Sell #DUKE Updates: #BAG #TPFG #IGP #GSK #CWK #SPSY #CCC #ULVR #FNX #CMCX #BMY #SOM #AIR #AAZ
January Week 4 to February Week 3: Monster BS
Monster Volatility Monster Tech Monster Inflation War On / War Off
January Week 3: Monster Tech, Please save Us!
Thanks to @Stockslam @TamzinPIWorld Moody markets ⭐#SDG #PFD #CLX #EMIS 💩#ULVR #NRR #SRC #SOM #SDI #IGP Transactions: Sell #BOTB Updates: #ULVR #GSK #NRR #EMIS #PFD #SDG #DUKE #CLIG #BOTB
January Week 2: Blast from the Past
2022 Risks Banks, Blackrock & Iiinflaatiiiooon ⭐#CLX #BATS #NRR #TATE 💩#GAW #SDI #BVXP Updates from: #GAW #TSCO #BNZL #GSK #AAZ
January Week 1: Minutes that shook the World
And took Markets back to 22 December 2021 Where is the Premium? Risers: #SRC #SDI #SOM #NRR Fallers: #UPGS #MSFT #DUKE #CLX Transactions: #AIR Updates from: #SDI #SOM #SUPR #SRC #AIR