I want to share with you all a link to a spreadsheet where I've been keeping track of 2x ETFs, their borrow costs and their tracking error. This isn't comprehensive as there's so many out there, but as I look at them I add them in there. https://t.co/i4hO8UAyyS

This is my first decent selloff since getting the Survivor money. I'm only down a couple of percent (and less than the market) but it sucksss psychologically seeing those large red numbers. Trying to drown at the noise and stay focused on the fundamentals.

Living with blindness or vision loss shouldn’t limit mobility. These riders say Waymo can help improve their independence.

https://t.co/eBnL7dkGLB

I can’t fucking breathe

Grok thinks Musk should've been the #1 pick in the 1998 NFL draft.

They're deleting all the funny Grok responses glazing Elon saying he's the best at everything.

My portfolio has had a lot of movement over the past 6 months so here's my current top 5 single stock positions. $H02.si - 10% $SET.si -10% $FRAGUAB - 5% $HSBK - 4% $CMBT - 3% I also have over 10% in various long/short 2x ETF arbs I discussed in my last substacks post.

It would be very funny if we ended the day red.

This is called the 'uh oh we're all fucked' intraday pattern.

Whether they hit that who knows, but they will be returning a large amount of capital in a short amount of time. Their own IRR forecast in their bear case is 20%. This feels like a heads you win decent, tails you don't lose much situation.

See you end up flat). However if they are able to recover a bit of these loans (3rd party valuers bear case is £30m) then suddenly this looks very attractive. Additionally, the timings matter here. Management is targetting £130m of distributions in the second half of 2025. Now

Reinitiated a position in $GABI.L at 68.8p. At a £148m market cap it trades at a 15% discount to NAV. £36m of that Nav is made up of problem loans, though they are already discounted by 50%. If you write these down to 0 we probably see a small loss (though dividends potentially

not really bearish when you dig in. $NVDA inventory rise is reasonably proportionate to revenue increase (why shortsellers usually consider inventory as a ratio to daily sales rather than an absolute number), and per 10-Q consists mostly of raw materials and work in process, not

$sfl $cmbt highlighted by Jmintzmyer. Tonight

@MikeFritzell, every quarter $ou8 explains the demand and supply for migrant worker accommodation. There is already a shortage and new supply by end 2026 merely replaces "others", which I believe is the MoM's objective. TOLQ & COLQ refer to on site housing, which I believe

Well the market crash was fun while it lasted... $NVDA

Singapore is literally trying to pump their stock market (and is very cheap) and you don't own any Singaporean stocks?

Buying $CMBT, a shipping company that owns a range of oil tankers and dry bulk. Pure copy trade. The shipping people I follow are pounding the table, and when they pound the table I listen.

Bought the dip on $HSBK. Down 5% on the majority owner planning to sell part of his stake to free up liquidity. One of my largest positions.

@SharogradskyM You're missing the point. That shouldn't be your only regret. You should regret that you were wrong. And more importantly you should regret that you were wrong in a way that probably cost a lot of less informed retail investors money. Mistakes happen, but be accountable.