PerpetualValue @PerpetualValue
Econometrician and investor. Mostly distressed debt and small caps. Rationality over emotion. Critical about corrupted 'science'. Cui bono? Views are my own. Joined October 2015-
Tweets7K
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Following155
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The Biden Admin has just officially abolished Title IX as we knew it. Now, sex = gender identity. In a nutshell, the new rewrite means: - men can take academic AND athletic scholarships from women - men will have FULL access to bathrooms, locker rooms, etc - men could be…
Insiders said the price to be paid by Coventry would be close to £800m This would mean a very good return on my non-listed Co-op bank shares that I bought @ 4.6p (415m GBP) about a year ago Too bad I missed out on refinancing my LT2s because of holiday news.sky.com/story/co-opera…
Most countries are effectively replacing older bonds with lower coupons for new bonds with higher coupons. The spread is quite noticeable for non-investment grade countries.
Sold my last tranche of Pakistan 8.875% 2051 bonds @ 74.2 US Treasury yields have increased significantly lately, and therefore the spread of the Paki bonds has decreased further. This has been an amazing trade for me.
Sold my last tranche of Pakistan 8.875% 2051 bonds @ 74.2 US Treasury yields have increased significantly lately, and therefore the spread of the Paki bonds has decreased further. This has been an amazing trade for me. https://t.co/t2n1oP8kS6
But, but, but Putin and Russia!!!! Hyprocrites with double standards
But, but, but Putin and Russia!!!! Hyprocrites with double standards
U.S. foreign aid money is flowing into Ukraine to fund a network of anti-disinfo watchdogs and journalists, who are helping the government demonize opponents, pass censorship laws, and smear pro-peace Americans as Russian agents. New investigation🧵
I actually think the EnQuest #ENQ story has changed for the positive since 12-13p opportunity: - opex reductions (SVT) - organic growth - Bressay farmdown - ST decommissioning lowered - Brent now around 90$/bbl So I'll remain happily holding.
I actually think the EnQuest #ENQ story has changed for the positive since 12-13p opportunity: - opex reductions (SVT) - organic growth - Bressay farmdown - ST decommissioning lowered - Brent now around 90$/bbl So I'll remain happily holding.
Polar Capital #POLR up over 17% today. Happy days. youtube.com/watch?v=NsUFBm…
@rhomboid1MF Who remembers this? #SAA #ADVT Created by M&C Saatchi. Aged very well.
Polar Capital #POLR reports inflows in Q1 2024 (1st time since a long time) and a significantly higher AUM at 21.9bn Peel Hunt upgrades FY2025 estimates with 17% because of a higher average AuM estimated EV/EBIT=7 in 2026 Still a dividend yield of 8.8% investegate.co.uk/announcement/r…
Polar Capital #POLR reports inflows in Q1 2024 (1st time since a long time) and a significantly higher AUM at 21.9bn Peel Hunt upgrades FY2025 estimates with 17% because of a higher average AuM estimated EV/EBIT=7 in 2026 Still a dividend yield of 8.8% investegate.co.uk/announcement/r… https://t.co/t3ptfpBMWp
Shocking stat of the day: Inflation has not fallen in a single month since January 2021, according to Zerohedge. This means that overall prices are up a whopping 19% in less than 4 years. We have not had a year-over-year inflation print below 3% in 36 consecutive months.…
The Military-Industrial Complex is happy with all the warmongering politicians (and people who are manipulated by propaganda).
The Military-Industrial Complex is happy with all the warmongering politicians (and people who are manipulated by propaganda).
HODL-ing.
BRAZIL IS ON THE BRINK I’m reporting to you from Brazil, where a dramatic series of events are underway. At 5:52 pm Eastern Time, today, April 6, 2024, X corporation, formerly known as Twitter, announced that a Brazilian court had forced it to “block certain popular accounts in…
When rational people tell the truth about CO2 the irrational brainwashed don’t know how to react. It almost short circuits them.
China politely telling a former empire how insignificant they have become 🤣
Dr Clare Craig @ClareCraigPath
242K Followers 983 Following Co-Chair HART group. Diagnostic pathologist, lover of data, digital pathology and AI, sceptical but optimistic. Views my own not the RCPath's.
Kevin McKernan @Kevin_McKernan
80K Followers 3K Following Cannabis Genome Project,2011. Developed the SOLiD sequencer. R&D lead Human Genome Project at MIT/WIBR. Founder- Medicinal Genomics
Willem Middelkoop @wmiddelkoop
152K Followers 10K Following Swiss born ex (TV) journalist - The Oracle from Amsterdam’ (Max Keiser) - Discovery Investor - 2 companies & 8 books - coined BTC ‘Virtual Gold’ in 2014
Pieter Borger @BorgerPieter
29K Followers 244 Following P. Borger (MSc, PhD), mol biologist, science writer, author. Defender of science, opponent of pseudoscience. https://t.co/47VTmwQSp7
Dr Jonathan Engler MB.. @jengleruk
32K Followers 2K Following Medically & legally qualified. Dad of 4, grandpa of 2, husband (of 1!). No part of the “pandemic” narrative is as it seems. Co-chair Hart Group / exec of Panda.
Wouter Aukema @waukema
27K Followers 1K Following #WOBTeam. Senior data patterns & forensics analist. 30+ yrs in governments & corporates worldwide. Trusted by ethical hackers & whistleblowers.
Wake Up From COVID @wakeupfromcovid
82K Followers 163 Following Waking up from COVID is much more than just learning about health.
Anna Brees @BreesAnna
97K Followers 67K Following Ex BBC ITV #newmedia #ai teaching everyone to film like a journo using a mobile. SM and MSM working together. Somerset House Resident, London.
R. Genis @PGoldschmeding
13K Followers 6K Following Mensenrechten en vrij verkeer van woorden hebben prioriteit. denkt vrij. Politiek fluïde. Deelt feitjes en vragen. libertariër.
Dan Astin-Gregory @danastingregory
25K Followers 4K Following 🎙️ Free Humanity Podcast (15M+) https://t.co/SHTqTkZECb
Orwell2024🏒 @orwell2022
10K Followers 4K Following If it disagrees with the expert, it’s wrong. In that simple statement is the key to consensus.
Sara Haboubi @SaraHaboubi1
14K Followers 5K Following Anti-Woke. Old fashioned 🦕 Woman. Mother. Stop #Agenda2030
Law-or-Fiction @laworfiction
49K Followers 918 Following Lawyers fighting the attack on democracy and control of our lives through fear. Like-minded lawyers, join us. #Together (Opinion not advice.)
Jamie Pollard @jpollard83
145 Followers 1K Following
tim fowler @timfowler49
262 Followers 846 Following Dad to one, solicitor, Evertonian, cricket lover, business owner by day FOREX and share trading in between, cats, views are my own
OllieRowe @RoweOliver
444 Followers 614 Following Stock Market Speculator - 60% of the time it works every time
[MJ] is on @trade4returns
5K Followers 127 Following Broad Investor | BBA+CIB~LLB | Project Finance Investment Banker | Former-M&A and DCM | Libertas virorum fortium pectora acuit | Socratic method | Views |
DJR 🐙 @davidrampley
97 Followers 65 Following Husband, Father, Son, Brother. Product Manager, pretend runner, hopeful investor! If you don't try something, how do you know if you can do it or not! 🐙
Abul Bakir Siddique @bakir_siddique
90 Followers 581 Following
LibCapital @Lib_Capital
551 Followers 853 Following G10 FX and UK focussed small-caps. Absolute return. Re-tweets/likes not always endorsements. Entirely opinion. No financial advice.
Ayana King @AyanaKing389171
69 Followers 3K Following
Hollis Fukano @HollFukan
77 Followers 5K Following
Kina Decarlo @DecarloKin24444
63 Followers 5K Following
Annemarie Goins @go_annema
20 Followers 2K Following
mop pop @moppop14
172 Followers 2K Following
Mark Belton @48Mite
198 Followers 796 Following
IIIIIIIIII @IIIIIIIIII87531
6 Followers 32 Following
Investlikeasloth @Investlike34277
50 Followers 40 Following Research, buy, sleep... (planting seeds to try and grow trees ~ let's see how that goes!)
stokeyshares @stokeyshares
576 Followers 407 Following Investor focussing mainly on undervalued and high growth UK small/mid cap stocks, with a medium / long-term outlook. Learning all the time. Opinions not advice
Damien Tansey Solicit.. @DamienTanseySlr
670 Followers 2K Following Specialists in Litigation (including Medical Negligence and Personal Injuries), Employment Law, and Corporate Law | Law Firm of the Year 2022 - Irish Law Awards
Shameless Cloner @Flooby8
126 Followers 1K Following Investor, property developer, snowboarder. DYOR.
RedChip @RedChip
5K Followers 3K Following The World Leader in Small-Cap Investor Relations. Read our Disclosures: https://t.co/A2Fge25eX2
Dixie Schofell @DixieS95156
98 Followers 5K Following
Florian @Florian8235
64 Followers 96 Following
MattsM @MattGMcCabe
73 Followers 807 Following
Willene Mellady @WMellady42683
34 Followers 5K Following
A Clarke @antzclarke
15 Followers 158 Following
Lacey Bien @BienLacey44432
44 Followers 5K Following
Alex Sweet @sweetstocksblog
369 Followers 3K Following Active investor, former international small cap portfolio manager. One new high quality write-up per week at link below.
Gregory Smith @emsovdebt
4K Followers 888 Following Emerging markets. Econ PhD @worldbank. Former EM bond investor @bondvigilantes. Author of Africa debt book: Where Credit is Due
Spencer @spencekinkelaar
339 Followers 2K Following
Henry G @henrygi64517125
67 Followers 214 Following
Hns de Jong @HnsJong
94 Followers 261 Following Dutch, Freedom, Capitalism, Investor, Libertarian. M. Friedman, T.Sowell. Socialism sounds great but ends up in oppression and poverty.
KenA @AylottKen
109 Followers 113 Following Business Owner, Exeter Uni Grad - Mainly Trade O&G, Finance & Pharma on AIM plus any big stocks which have taken a hammering & the only way IMHO is back up !
stock picker @picker_stock
946 Followers 707 Following TECH Analysis, Stocks' Research, a survivor. Tweets personal & no stock buy/sell recommendations are made here. Respects risk.
EezyMunny @Eezymunny
222 Followers 263 Following Long time private investor. UK Equities. Follow my fortunes at https://t.co/nvrvWPkhMs…
Scott L Graves @scottlanegraves
46 Followers 114 Following Partner, Co-Head of Private Equity, Portfolio Manager and Head of Special Opportunities at Ares Management
sawyer762 @sawyer762
10 Followers 18 Following
DumbGermanMoney @DumbGermanMoney
6 Followers 41 Following
Mohammed Khan @yamrat2005
8 Followers 252 Following
Tom Doe @tomdoera
3 Followers 364 Following
Chris Hilton @hilt_s
1K Followers 1K Following Ex Manager of Stocksbridge Park Steels Step 4 & Worsbrough Bridge Step 6. ❤️Nikki❤️Charley💙Connor🐾Chester
Kempegreit @kempegreit
65 Followers 617 Following
TheVatachino @TheVatachino
2 Followers 17 Following
QVM Capital @QVMCapital
522 Followers 3K Following
Robin Monotti @robinmonotti
173K Followers 2K Following filmmaker @luminous_arts + architect + songs @ericclapton + former postgrad lecturer + MA in history & critical thinking https://t.co/foLKaBu6lG
Kevin McKernan @Kevin_McKernan
80K Followers 3K Following Cannabis Genome Project,2011. Developed the SOLiD sequencer. R&D lead Human Genome Project at MIT/WIBR. Founder- Medicinal Genomics
Willem Middelkoop @wmiddelkoop
152K Followers 10K Following Swiss born ex (TV) journalist - The Oracle from Amsterdam’ (Max Keiser) - Discovery Investor - 2 companies & 8 books - coined BTC ‘Virtual Gold’ in 2014
rob elens @hapelensrob
30K Followers 55 Following
Wouter Aukema @waukema
27K Followers 1K Following #WOBTeam. Senior data patterns & forensics analist. 30+ yrs in governments & corporates worldwide. Trusted by ethical hackers & whistleblowers.
Dr. Thomas Binder, MD.. @Tom_Rumi
19K Followers 2K Following We must become brave, dare not to obey and to do the unthinkable: Publicly tell the most important (inconvenient) truths. Humanist, Cardiologist
Wake Up From COVID @wakeupfromcovid
82K Followers 163 Following Waking up from COVID is much more than just learning about health.
Wouter J. Keller @wouterkeller
19K Followers 0 Following Wiskundige, econometrist, statisticus (ex RvB CBS), emeritus VU, informaticus, ondernemer. Dol op data.
Freddie Sayers @freddiesayers
65K Followers 1K Following Editor-in-Chief @UnHerd, CEO UnHerd Ventures, Fmr Editor-in-Chief @YouGov, founder @PoliticsHome. [email protected]
Martinez @MrtnzAlvrz
20K Followers 859 Following
Sciences Po Chair in .. @SovDebtScPo
1K Followers 61 Following Contributing to the policy debate around public debt • Supported by @GlobalSov • Retweets ≠ endorsement • Feed curated by @theomaret
Pickles @EMD_Pickles
832 Followers 50 Following Emerging market debt lover. Views are all my own, and nothing I write is to be taken as financial advice.
Gregory Smith @emsovdebt
4K Followers 888 Following Emerging markets. Econ PhD @worldbank. Former EM bond investor @bondvigilantes. Author of Africa debt book: Where Credit is Due
Theo Maret @TheoMaret
4K Followers 218 Following Research Analyst @globalsov • Moonlighting at @SovDebtScPo • Own views • 🚲
LM DR News @LMDR_News
131 Followers 354 Following Liability Management & Debt Restructuring News - with a spinkle of - Debt Capital Markets I Fixed Income I Crypto I DLT I Retweets ≠ endorsement
EMopportunities @EMopportunities
999 Followers 135 Following EM credit & rates PM. Opportunistic management style with large expertise on restructuring stories. (no investment advice,my own view)
Marco Pabst @marcopabst
4K Followers 816 Following CIO, PM. 30 years of investing and still loving it. No investment advice. No newsletter selling. Views are my own.
Eric Nuttall @ericnuttall
91K Followers 396 Following Father of 3, husband, & energy investor. Proponent of the Canadian energy patch & occasional market commentator. https://t.co/WVA6oG8CCO
Physicaccio 🇪🇺�.. @physicaccio
436 Followers 431 Following Private investor. ''Recycling'' junk bonds. Trading derivatives. ❤️ = tweet to be read later
EM Credit Hedge Fund @em_credit_fund
6K Followers 428 Following EM: selling our forward for the last 30yrs... Obviously this isn't investment advice.
Bond Bee @Bond_bee
752 Followers 307 Following Bond investor avoiding the sting, tricky credit fan, dad, husband, friend, employee, boss. Staring at bond docs since 2002. New Hive from 2023, check it out.
Pete Sampras @KillinGswitCH98
3K Followers 785 Following PM. Tennis addict! Celui-là seul qui a éprouvé l’extrême infortune est apte à ressentir l’extrême félicité.
Junk-Bond Trader @KurtiHurti
429 Followers 302 Following Hausse & Baisse, Crash , Bonds , subs, hybrids, high yield, distressed Debt, illiquid markets, claims
AA @OilinvestorAl
1K Followers 151 Following Oil & gas industry professional and small cap investor. Top holdings #AET #VLX #W7L #ATYM #KNOS #GAW #SQZ #KIST #PTAL #JSE #PHAR #GKP
Calico @amc0433
405 Followers 1K Following Private Investor. Here to learn, not to sell. DMs are open.
𝐉𝐀𝐌𝐄𝐒 @jlawsonbaker
2K Followers 114 Following Managing Director/Founder @gforcecapitalhq and @gforcemediahq | Host of "Mavericks" | Work Hard, Take Risks, Be Nice To People
Mr Rhino @Riccardino999
494 Followers 223 Following I can resist everything except temptation. Assume I have a position or an interest in any of the stocks I tweet about.
Jonathan Curry @jpsc01
3K Followers 426 Following Investing in public and private markets. Opinions are my own. DYOR.
John Baker @TraderjohnBaker
811 Followers 107 Following UK Equities Investor : FTSE100,250 & AIM : Views are my own. Current Holdings in Size order #AET #ARS #FXPO #CAML #RENE
Olivier @StockPick_fr
3K Followers 313 Following Value Investing, Portfolio management Interests in French Smallcap, met coal, macro & inflation Bear for 2023 Stockpicker since 2008 My Opinions are not advices
MIA @MIA95629998
243 Followers 5 Following I am here for 1 reason. To inform the public that Gov has stolen well over $385+B from Fannie Mae / Freddie Mac. FnF are scapegoats for the '08 GFC! 15years!
FinancialJustice @GovOverstep
226 Followers 227 Following
Robert F. Kennedy Jr @RobertKennedyJr
2.9M Followers 917 Following Independent candidate for President of the United States. #Kennedy24
The Secret DFM @twistednico
2K Followers 687 Following UK head of private debt fund with ~€5.5bn AUM. Minervini fan & stock opportunist. Techno fundamentalist. Long-term investor in growth companies.
A Midwestern Doctor @MidwesternDoc
12K Followers 18 Following I cover controversial medical topics and the Forgotten Side of Medicine. If anything I share is inaccurate, please send a reference so I can correct the error.
Oil & Gas Tracker @OilGasTracker
3K Followers 208 Following Sharing the latest analysis and data on the E&P sector.
Here&There @here_there
2K Followers 290 Following Trying to help. Am often wrong, sometimes right! Stocks & Markets. Please DYOR. My views. Onion peeler at heart
malu @malufinance
139 Followers 62 Following
Dorian - Belvoir! @Dorian_Belvoir
13K Followers 4K Following @BelvoirUK for 19 yrs, managing £15billion of UK property across 460 offices. Sharing property franchise news and views. Volunteer for @PrincesTrust
Mad Men Quotes @MadMenQts
140K Followers 1K Following Mad Men Bon Mots / The best moments from #MadMen, fan-curated. "Listen to me, I have a life, and it only goes in one direction—forward."
The Kobeissi Letter @KobeissiLetter
493K Followers 505 Following Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
mangekyou sharingan @rinnecap
156 Followers 430 Following distressed / event-driven | former Rx ANALyst | personal views only, not investment advice
Bank Reg Blog @bank_reg
3K Followers 300 Following A free blog about bank regulation, focusing mostly on the United States
APIKUR @apikur_oil
779 Followers 180 Following Association of the Petroleum Industry of Kurdistan - International upstream oil and gas companies in the Kurdistan Region of Iraq.
Affan @feynzz
3K Followers 220 Following Chartered Accountant/Trader/Investor. I invest based on fundamentals only. Addicted to Free Cash Flow. Views are my own, DYOR.
Baron Investments @baroninvestment
15K Followers 77 Following London Stock Exchange Investor, 11yrs managing my own book. Posts include investments, market moving headlines and general market observations.
Weaponization Committ.. @Weaponization
50K Followers 18 Following Official account for the Select Subcommittee on the Weaponization of the Federal Government. Chairman @Jim_Jordan
Foundation For Freedo.. @FFO_Freedom
26K Followers 30 Following Protecting digital liberties. Telling the story of online censorship. Fighting to win back the Golden Age of the Internet. Posts by @MikeBenzCyber.
BNK 🇫🇷🇪🇺�.. @Banqkys
1K Followers 965 Following It is better to be roughly right than precisely wrong
LoxleyCapital @LoxleyCap
2K Followers 436 Following UK based private investor. I manage a portfolio of high return on capital stocks with growing free cash flow. Father of princesses
UK SmallCap Investor @stocks102
4K Followers 23 Following Ex-Blackrock fund manager. Investing exclusively in UK equities. Mainly small- and mid-caps. None of this is intended as investment advice.
The Biden Admin has just officially abolished Title IX as we knew it. Now, sex = gender identity. In a nutshell, the new rewrite means: - men can take academic AND athletic scholarships from women - men will have FULL access to bathrooms, locker rooms, etc - men could be…
Laat me raden. Het afknuppelen van demonstranten tijdens corona en het manipuleren van statistieken om repressieve niet-werkende maatregelen te rechtvaardigen via een door VWS georganiseerde communicatiecampagne met een clandestiene kliek van fopexperts die als "Denktank…
Er zijn toenemende zorgen over de staat van de democratische rechtsstaat – zo blijkt uit het jaarverslag van @RaadvanState. Onze take: het zijn terechte signaleringen. HCSS wijdde inmiddels 4 publicaties aan de democratische rechtsorde in 2023-2024: hcss.nl/report/de-demo…
Ghana secures MoU on debt restructuring from bilateral creditors - timeline now firmly set. Fasten your seatbelts 🍫
'It was a good morning for my psychological USDMXN short at 18.00'
Het definitief sluiten van het Groninger gasveld is een historisch slechte beslissing. Het is niet alleen een slecht idee voor Nederland, maar heeft ook enorme gevolgen voor onze internationale positie en veiligheid. #draadje 🧵(1/6)
Hier de agenda van totaal incompetente idioten. Feiten: 🔹 het groninger gasveld is het grootste gasveld van Europa, er zit nog 700 miljard m3 gas. 🔹 jaarverbruik Nederland: 30 miljard m3, dit daalt licht. 🔹gas LNG moet nu uit VS, Qatar en Noorwegen komen tegen hoge kosten
Betonlaag van 500 meter zorgt ervoor dat Groningse gaskraan écht nooit meer opengaat ad.nl/binnenland/bet…
@anothrssmith Again: the Russians are not forcing anyone to sell. The Europeans are.
@anothrssmith Again that's not the point- and no assets in Russia have not been confiscated. Otherwise this debate would not be happening.
@F__Timmermans @ADnl "Tegen mensen die wachten op een woning, kun je niet zeggen: het duurt nóg langer!" Maar dat is precies wat jullie doen met het steunen van stikstofwaanzin en geen grenzen willen stellen aan immigratie, Frans.
Thames Water Class A chancers who recently bought in the 70s-low 80s and now see the base case of a govt plan being a 5-10% haircut
@PerpetualValue @JillesAppelscha @lexhoogduin De laatste jaren van olie en gas, als dat ooit komt zijn het meest winstgevend: wel de opbrengst maar geen investeringen in nieuwe velden.
TG: "#Energiezuinige_woning vooral betaalbaar voor hogere inkomens: Kloof met Jan Modaal neemt toe.." Tja, dus de meeste groene woningsubsidies weer naar hoogopgeleide D66 kiezers, net als bij die dure Tesla's. telegraaf.nl/financieel/293…
Bank in Canada won’t let customer withdraw cash they ask him to prove why he needs cash
@DefensieMin @abppensioen Nu ineens weer wél investeren in de oorlogsindustrie. Een pensioenfonds gebruiken om politiek te bedrijven. In Nederland kan dat. Mogen ze ook weer in olie en gas investeren? Flink wat rendement rendement misgelopen sinds 2020 (260%) Ben je blij mee als deelnemer...
#aet #afentra If you are wondering how big Punja can be, look at the link. Peak production 48,000bopd , gas and condensate, 203m barrels recoverable. Two wells and probably 150m$ Capex Marginal field with an impact on a 100m£ company.... #yolo offshore-technology.com/marketdata/pun…
Scotland to abandon pledge to cut carbon emissions by 75% by 2030 theguardian.com/environment/20…
There's something very interesting about this: how pragmatic UK supervisors are. In many countries, Coop Bank would have been in resolution years ago. But the PRA chose to put every1 around the table, get a credible plan (yes, with bond haircuts) & now the bank is worth 780m
Exclusive: The Co-operative Bank and Coventry Building Society will announce tomorrow that they have agreed the terms of a £780m takeover (of the former by the latter) in a landmark transaction which effectively returns the bank to mutual ownership. news.sky.com/story/co-opera…
Majority of Dutch Lower House demands that the Draghi report is revealed before the EP elections (spoiler: the report is just yet another demand for more EU spending, debt and transfers)
Heel goed. Het is echt te gek voor woorden dat Draghi overal rondbazuint dat radicale verandering nodig is, maar dat de kiezers pas na de verkiezingen het hele verhaal horen. ⬇️
US Dollar wint aan kracht, zwakke EUR zakt weg.. (fig) fd.nl/financiele-mar…
Holdings Costain, Thungela Resources and Dowlais all ex-div today.
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