It's been a while so I thought I would share what I have been reading.
Chip War & The New Map top tier geopolitics. How Not To Invest excellent content for private investors. Centrism interesting if you're curious about political ideology. Forecasting facinating book.
I'm so sorry for your loss Henry.
#TWINPETESINVESTING PODCAST 171 NOW LIVE
Tune in to hear @conkers3.bsky.social and I discuss combating rising volatility with potentially resilient stocks including: #BA. #PLUS #ZEG #BEZ #AV. #LGEN #SVT #UU. #GFM #CAML and more.
Please remember to like and comment!
www.youtube.com/watch?v=CuKH...
Well I think you may have your first topic. Navigating tariffs and geopolitics as an investor. Wonder what the world has instore for us next 😬
I think companies and how they tie into trends in the world and in the UK. Your take on UK economic policy and what it means for investors would be interesting too.
New Blog Post. A look back at 2025 and foolishly I try to lay out some predictions for 2026. We shall see how wrong I will be.
theidioticinvestor.wordpress.com/2026/01/18/j...
Just in time for the festive season a look back at events in markets and economics for November.
theidioticinvestor.wordpress.com/2025/12/14/d...
Christmas intensifies. Currently watching the greatest Christmas Film. The Muppet Christmas Carol.
November Blog post! Where I look back at October in the US and UK and try to muddle my way though macro and markets.
theidioticinvestor.wordpress.com/2025/11/12/n...
Did a bit more reading, Narative andNumbers by @aswathdamodaran.bsky.social is an excellent guide to bridging valuation to the story that could drive a stock. Who Will Defend Europe by @keirgiles.bsky.social is a sober take on the parlous state of European defence. All books were excellent reads.
New blog post! To celebrate the spooky season you can find out what I have been up to in my idiotic world of investing!
theidioticinvestor.wordpress.com/2025/10/13/s...
Got a bit more reading done. Crashed by @adamtooze.bsky.social excellent, published in 2018 still feels relevant and shows how long the shadow of the 2008 crash looms. The War for Ukraine by @warinthefuture.bsky.social another excellent read to understand strategies and adaptations on both sides.
Another excellent podcast by @conkers3.bsky.social and @htviolaheir.bsky.social. showing that we do actually have quality companies in the UK! Oh, and for some reason I was let on the stage.
Quality content from Peter and Henry as always!
youtu.be/3QfH3-wmTr4?...
It was definitely an unexpected highlight of the day for me. I'm just not sure who was more shocked @htviolaheir.bsky.social or me that this happened. @conkers3.bsky.social is an agent of chaos.
Bit more reading done this month. I can highly recommend The Great Crash, is a good starting point if your interested in economic history.
Currently reading Mick Ryan's The War for Ukraine, if your interested in defence stocks this is good research material.
Got a bit more reading done. All very good reads.
June Macro Update
This month I look back at the Geopolitical effects of the events in the middle east, and the June data for the US economy and markets, and the UK economy and Markets.
theidioticinvestor.wordpress.com/2025/07/08/j...
I wonder if there is a strategic redeployment of money by some of the big players, with some of that landing in the FTSE? As the US TINA narrative seems to be breaking down.
🔥 #TWINPETESINVESTING #Podcast 155: Stocks bouncing back, Potential winners of The #SpendingReview, #RR. #FTC #BWY #JET2 #ABDN $GEN #ELM #SpaceX #MKS #THG #WISE #SXS #AWE The #InvestorSummit, #Dividends, #Takeovers #Investing & #Trading
youtu.be/A1DUMdzdbts?...
open.spotify.com/episode/5pmM...
Thanks for sharing; I wonder where they originally printed it...🙄
petition.parliament.uk/petitions/71...
📢I'm thrilled to share with u all that Sam Bell, the Copia Digital team & I have co-founded The Investor Summit📢
Please join us, our stellar guests, speakers & shrewd investors by purchasing your early bird tickets now investorsummit.co.uk for our 1st marquee investor event on 13/8/25 in London🧵1/
Obligatory Expo haul shot!
##ukge2025
Let's do this thing!
One one more sleep 'til expo!
#ukge2025
I have to admit I did find myself bristling at Ian and Tim whilst listening to this week. Their view of having already had this debate I find very annoying. I have a lot of coworkers in their 20s who have never had their say. The '16 voters seem to be held as sacred, even by the pro eu journos.
Bit of a slower reading month, but some excellent content. Security Analysis is really worth the hype, but take your time with it. It really does rewire your brain. Manias, Panics and Crashes is a tour de force in economic history, understanding cycles and capital flows.
I'm so sorry @sturdyalex.bsky.social & @pimlicat.bsky.social that you were on the receiving end of attacks over your Wednesday episode. I know it's not much but I have contacted my Labour MP with your key talking points.
