Embodying Generalism. Geopolitics, Economy, Investing, Bitcoin, Human Rights, Arts, Personal Growth, Global Trends, Tech, Inner Harmony, Unexpected Ideas...
United States of Love
Joined June 2017
- Tweets4.2K
- Following582
- Followers426
- Likes2.2K
Great conversion between Norwegian sovereign fund CEO Nikolai and his mentor - John Armitage a humble, knowledgeable guy. Interesting discussion around portfolio management, risk, diversification, times we are in.
youtu.be/6431POnuLKw
The only reason today I could find for $OMDA -16.3% correction in quoted tweet. And it's an overreaction, in that case.
More than doubled my position today at $18.36.
$OMDA 🚨
Morgan Stanley: Slowing app download growth feeds into concerns from Bears
over the deceleration in revenue growth embedded in 2H’26 guidance. Omada app downloads remain ~3x those of the closest tracked peer.
1/2 Reliance Industries, largest oil refiner + tech giant is trading in 2020H2 levels (London GDR), while crack spreads are at record highs. Why?
-gov imposed heavy extra taxes on diesel exports
-FinMin adjusted this tax every couple of weeks - uncertainty
MAGA watching somebody named Hasan being publicly executed.
BREAKING: The Pentagon says it will livestream the firing squad execution of Fort Hood shooter Nidal Malik Hasan. apnews.com/article/fort-hood…
Axios reports US and Israel getting ready to distract from, at least US, election interference.
The Pentagon has told U.S. Central Command to finish preparations for the potential resumption of large-scale combat operations against Iran, according to Axios, citing U.S. officials. Per the report, such an operation, which would be a joint operation with Israel, could take place before both the Israeli elections and the U.S. midterm elections. This comes following the meeting of U.S. President Donald J. Trump’s National Security Team at Camp David last week.
Increased $KSPI by 20% at $92. During this year proved it self less corelated during market downturn, solid yield + KZ macro tailwinds, that should work at least through next 1-2 qrts.
Kazakhstan tenge (USDKZT) significantly strengthened against USD YoY (energy). Inflation falling, central bank is easing. Both tailwinds for $KSPI
Recently increased and likely to be maintained quarterly dividend annualize to ~9% yield + Turkey optionality
Thinking of adding.
