GP Margins @medic_uk
General Practitioner; in both Medicine and investing Joined April 2014-
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Following279
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Public Service Announcement Don't use the AJ Bell Bed&ISA service to move shares from GIA to ISA. Instructions were in on the day of the nex tax year and trades still yet to be completed. Also they'll rebuy 1 less of every share to account for their fees.
Yeah got $DOCS.L very wrong. Run by clowns, can’t fix that
Are we the new Japan?
So these oil prices seep through and there’s no way BOE is able to cut as aggressively as is forecast surely? Somethings going to have to give.
Why is the VIX DFB sat at 14.4 on IG, I see 13 elsewhere. What am I missing?
For my boomer followers; Excluding meme coins, Solana is the alt coin to be held this cycle. Not ETH
This was a 🔥 trade
Closed my levered long bonds because I can’t imagine this crypto craze is going to encourage aggressive cuts.
The key to cryptocurrency investing is to be the guy on the right (and sell for real world assets at appropriate times)
You can spreadbet ultra long US bonds at 33x lev…just FYI via IG
My take from my India visit is that I should be long this place. I’m underweight and it may bite me in the long term. Long broad Indian equities or long US companies with significant India exposure…
There was a doctor on Reddit who was just dumping every paycheck into bitcoin. The personal finance guys nearly blew their lid at him. Mf probably retired, go figure.
Is it worth setting up an FIC as an OEIC or does the FCA regulation make it a nightmare?
Semis go bbbbbbrrrrrrrrrrrrrr but it makes my skin crawl that its all over MSM
Massively generalising here but… Widespread adoption of AI improves productivity while reducing operating costs over the next decade. Surely creates a mess on the labour side as well as being a significant deflationary force. Maybe I need to learn a trade…get plumbing
The temptation to go long SoundHound AI is…overwhelming
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860 Followers 1K Following Mainly stock market related - views my own. But if you fancy some fictions stories - view my Youtube - https://t.co/Kb3wmWE6xX@medic_uk Yeah, I mean, you're "borrowing" in the futures market, that's as close to the pure risk-free rates as exists, TBH. The question is how much less you are earning on your "cash". But if you do it well, it should be 10's of bps max.
Yield farming.
I have often thought that the town I live in is behind the times ....now someone has ram raided the only bank still open .....so Nineties
This is a great podcast if you're a portfolio construction nerd.
Thank you for having me on, Corey! It was fun and exciting to discuss the application of information theory to investing, the implications of diversification premium and compounding, the effect of uncertainty related to risk, and more.
In order to do a partial transfer of cash from an existing ISA to @IBKR , you have to: Open a new ISA at a third provider, partial transfer cash to new provider, do a full transfer from new provide to IB. 🤦
When it’s sunny, England is the most beautiful nation on Earth.
Nevermind literally just passed a Barratt development
Fell to my knees in the middle of a Greggs
*ASML FALLS 8.3% ON TRADEGATE VS AMSTERDAM CLOSE *ASML ORDERS DISAPPOINT AS CHIPMAKER AWAITS DEMAND RECOVERY
@fundhunter_co @medic_uk Yeah, but (mostly) owning them in a fund doesn't make any difference to the dividend WHT, it just hides it from view.
Remember: all the narratives you read about everything (gold, $, rates, bitcon, equities, etc…) are all a bi-product of price action. Price dictates narratives. All those spinning levels on US10 now, were sucking eggs at 3.8% Such is the nature of entertainment
@fundhunter_co Yeah, well, they are risk-off (unexpected) inflation protection. Equities are risk-on inflation protection. High duration risk is what I want (for this bucket of my portfolio).
I am in a 3.5% drawdown and it feels like a risk management failure.