Castle Keep Investment Management
@InvesmentKeep
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Family office investment management
Charlestown, Nevis KN
Joined August 2022
Nice….
🚨 BREAKING: President Trump and Japanese PM Sanae Takaichi have just signed an OFFICIAL agreement securing rare earths and critical minerals, REDUCING reliance on China. The Trump X Takaichi alliance is off to an incredible start 🇺🇸🇯🇵
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Canada has West Virginia level wages and San Francisco level cost of living. Something went wrong a few years ago, however Canadian voters have not yet figured it out.
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The comments are so spot on. The Senator hasn’t replied.
Early retirees like Bill & Shelly will see their health insurance premiums increase nearly 300%—from $442 to $1,700 per month if Congressional Republicans refuse to extend the enhanced tax credits. That's an extra $15K a year families can't afford. https://t.co/Uvo6sYi7YR
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"JEF had its investor day today - and per feedback, some investors didn't feel comfortable with how risk to First Brands / Point Bonita was handled" - GS no shit
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I've been trying to warn people for months. China is in a major deflationary event. If not for tariffs, we would be importing the full force of that deflation into our country, and our economy would have collapsed. Europe and Japan are facing that deflation now.
China's deflationary vortex getting worse and crushing the economy: *CHINA SEPT. CONSUMER PRICES FALL 0.3% Y/Y; EST. -0.2% *CHINA SEPT. PRODUCER PRICES FALL 2.3% Y/Y; EST. -2.3%
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What being a bond investor feels like:
WTF is the point of bonds btw, lol. Imagine your government is totally stacked with self-interested grifters who ensure stocks can never go down. What in god’s name is the pitch for bonds.
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PE liquidity snapshot: 5-year DPI: Worst in 10+ years Hold periods: 6.4 years average Exits: "Ticking up" (still terrible) Sponsors "delaying exits rather than accept lower valuations" is a nice way to say "trapped" Source: Ropes & Gray
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President Trump got Intel to give Team America 10% of itself at $0. An insane negotiation. All of this upside accrues to American taxpayers which is really incredible. Trump now has a better IRR than Buffett. Deal with it because its mathematically true.
This timeline is insane: President Trump is now up +80% on his Intel investment 6 weeks ago.
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US manufacturing and construction are experiencing recession like conditions, per FT
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Physics break…… Nuclear engineering professor explains (in less than 20 minutes) how they accidentally blew up the Chernobyl reactor. https://t.co/kLhrO8SjrL
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I don’t think “We will shut down the government if you won’t fund illegal immigration” is a winner. But…it looks like we are headed there.
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Cook could have simply resigned as Fed Governor and this likely goes away for her. But no, our new DEI society convinced her that she was special, that the rules didn’t apply to her, and that she could play the gender/race card and get away with it. Big mistake. Now she’s going
Every single mortgage loan officer on this site like Kristin is calling out Lisa Cook. Incredible
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*META FREEZES AI HIRING: WSJ It’s over. Your mother needs to un-retire.
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What’s going on here? https://t.co/l9f468Vcvm
Let’s ask the question nobody in the media seems willing to. Because it’s not just that Wesley LePatner was killed in a mass shooting at 345 Park Avenue. It’s that Wesley LePatner was a CEO — and not one major news outlet is calling her that. Instead, they’re referring to her
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This is insane. AI capex might account for a larger share of GDP than basically any technology since the railroad. Basically it’s a mini-wartime economy, but the guns are chips and the tanks are databases
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LEADERSHIP: Wall Street is suddenly waking up to the fact that President Trump's leadership team is made up of rockstars operating on an entirely higher level than prior administrations - even Trump's first term. https://t.co/lWZhk1fr7B
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Birth-Death Model Analysis Suggests 979,000 Overstatement of Jobs @dailyjobcuts @tyillc @jlounsbury59 @USRoute41 @FM_NoAlgos @mtmalinen @jimiuorio @JonFraserTF The BLS released Business Employment Dynamics for 2024 yesterday. Let’s discuss. https://t.co/aELeJMhNxV
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The BLS released Business Employment Dynamics for 2024 yesterday. Let’s discuss.
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