A1Mhigh (@A1Mhigh) header
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UK Private Investor: Trend Follower. (Re-)Tweets are NOT investment recommendations. Swimmer, surfer, dog walker. Fan of football, cricket and live music.

UK
Joined September 2014
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1 week %return heatmap on the S&P500 $SPY $SPX. With Tech $XLK taking the hit (minus $AAPL, $MSFT) along with $TSLA (linked with $SPCX) and energy $XLE. Industrials mixed $XLI. The rest of sectors look largely fine atm.
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What started as an AI wide stock sell off ended as a pretty disorderly sell off in anything liquid that was not nailed down. Classic cash crunch.
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Its the 2x leveraged single stock ETFs that will blow up first. Some of them off greater than -40% today and over -80% on a 1-month basis. Most are too small to do any systematic damage and probably mainly owned by retail. e.g. $MXLL $SNDU $AXTU
Is one of those 3x leveraged ETFs going to blow up before this is over? (Asking for a friend.)
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I guess $SOXL might be a candidate (AUM: $17B) for a significant blow up of consequence.
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$QQQ outside the low correlation chop box as of now. Breakdown (trend) OR snap back (mean revision)?
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Albert Einstein and Isaac Newton had an estimated IQ of 180-190. So Trump's IQ is a factor of 10X higher. The USA is truly blessed. 😉
Trump: "I'm among the highest IQ's in the world, 1775"! Says the moron who finished 364th out of 366 grads from his class, proof why he's widely considered the absolute, dumbest president in history. The idiot is clueless that a 1775 IQ is impossible!
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Lets @HLInvest learn from #IGG mistakes before its too late. Remove live qoutes and your business will be down the drain in months.
Replying to @HLInvest
@HLInvest trading order platform has changed. Unfortunately for the worse. It is embarrasingly bad. Trying to make orders in small cap UK shares is awful no fills. The old system it worked 100 times better. May be an account transfer if this level of service keeps up! 🤬
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Could be talking about: AI circular financing, Private Equity/Credit, Trumpanomics or even Man City? 🤷‍♂️
"Financial shenanigans are, I feel like they're cyclical." "You see the most shenanigans at the end, at the crest, as you're going over the apex." Cameron Dawson on why accounting gets creative near the top of a boom, with Howard Schilit's Financial Shenanigans as her starting point.
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Trump wants to model the US economy on that of Turkey. Keep interest rates artificially low to stimulate growth and inflation. The bond market is certainly listening $TLT as are stocks $QQQ. His problem is that was not his mandate when he got elected. Main St. is already wrecked!
JUST IN: 🇺🇸 President Trump says inflation could pay down the $40 trillion US national debt "very rapidly."
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They’re blackmailing the EU to dump reserves ahead of the midterms. This week is pretty wild. All hands on deck, for sure. 🌶️🥵
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A1Mhigh retweeted
Yields are rising in Europe as well because of higher energy prices. Global energy prices need to come down for global yields to come down.
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One of best barometers of the AI trade imo. Market seems unimpressed by the numbers overnight. But watching how this trades in the weeks ahead will tell us if the AI trade has got further legs or not.
Ready to go! $MU Chart looks very constructive going into earnings tonight.
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Seems like people only just paying attention today... a "news" day. LOL
~30yr Gilts yielding over 6.0% YTM this morning -> T51A, TG53. 👀
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Nottingham University needs to sort itself out ASAP otherwise its reputation will be permenantly damaged. New students turning up to cancelled 9am lectures, just days after freshers week. Disgraceful!
Nottingham today. Everywhere tomorrow. 2,700 staff put at risk. 600+ jobs targeted. At least 48 courses facing closure. What happens here sets the template for the sector. Stand with Nottingham.
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Ready to go! $MU Chart looks very constructive going into earnings tonight.
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forward P/E = 6.68 before earnings.
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Triple lock -> double lock "rise at least by prices [inflation] or 2.5%" and will "hold its value relative to earnings over time". <- How? So no explicit link to wage inflation. Surprised UK bond markets not 🚀 If state pension is only source of income you will die in poverty.
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Maybe Gilts market thought Burnham just killed his own chances of getting re-elected? 🤔
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"Too big to fail". Now where have I heard that one before? 🤔
“.. One idea under discussion is insurance against losses on loans to upstart cloud computing companies, or “neoclouds”, if they default and the Nvidia chips pledged against their debt cannot be resold ..” @FT $NVDA ft.com/content/d6a9f5df-08d0…
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