ValueHurts (@valuehurts) profile picture

Buyer at point of maximum pessimism. Not investment advice. Personal positions discussed are from my highest risk PA.

London, England
Joined March 2021
Photo by ValueHurts (@valuehurts)Photo by ValueHurts (@valuehurts)Photo by ValueHurts (@valuehurts)Photo by ValueHurts (@valuehurts)Photo by ValueHurts (@valuehurts)Photo by ValueHurts (@valuehurts)Photo by ValueHurts (@valuehurts)Photo by ValueHurts (@valuehurts)Photo by ValueHurts (@valuehurts)Photo by ValueHurts (@valuehurts)
ValueHurts retweeted
Ahead of tomorrow's Budget, a rather pertinent quote I've just encountered for the first time (referenced in Niall Ferguson's The Cash Nexus)
8
14
103
5,514
Men are just now starting to learn what women knew all along: it takes many years and a lot of money to become a Hermès bagholder.
26
121
23
1,718
145,332
Replying to @rosewdc
FAFO
31
85
5
2,396
84,212
🤖 Made with AI
1
15
735
The Britain the ‘97 Conservative manifesto describes is shockingly functional. World leading in fiscal prudence and economic success: More exports per capita than America, more pension savings than the entire EU, an entire section called “the best place in the world to live”
100
299
98
2,527
335,204
Hahahaha
8
11
4
186
16,250
The replies to this are the funniest thing you will read today
Bryony and Matt are spending £820,000 on a modern, high-performance home on the Cornish coast - designed to meet the highest environmental standards. Will they pull it off? 📺 NEW Grand Designs | Tonight, 9pm | Channel 4
32
200
9
1,127
331,375
ValueHurts retweeted
Is this the biggest base of any stock in the world? find me a bigger one
11
35
5
360
41,144
You have to like your odds in commodities when Silver back tested a 50-year breakout while the dollar is on verge of falling below a decade long support.
8
61
4
456
20,721
ValueHurts retweeted
I remember when Under Armour was extremely cool. Claire Underwood house of cards etc.. In a blink of an eye the logo was on golf umbrellas, plastic flip flops, it quickly became uncool and flopped. I’m seeing the same thing now with ON $Onon What was once a rich person’s brand with Swiss mystique is literally everywere and the undesirables are wearing it… be careful out there kids….
1
9
2,110
I'm watching NATO push Russia toward a response that terrifies me. Let me walk through what's actually happening. The Kursk incursion wasn't a Ukrainian operation. It was NATO. Real-time satellite data. AI intelligence collecting digital and mobile network information showing exactly where Russian troops were positioned. Special NATO operatives and Ukrainian forces got guided deep into Russian territory by technology and planning they don't have on their own. That's a red line people who lived through the 60s and 70s would never have considered crossing. Direct NATO operations inside Russia. Not weapons. Not training. Active intelligence coordination for a ground invasion. Then Ukrainian forces following that incursion killed civilians. Another line crossed. Then drones deployed from makeshift trucks attacked Russian nuclear bomber bases. Targeting the strategic deterrence force. The weapons designed to prevent exactly this kind of escalation. Every step calculated. Every line deliberately crossed. Here's what makes this dangerous: the West knows Russia doesn't want nuclear war. Russia never planned for global conflict. They responded to Ukraine's NATO membership trajectory because their security demanded it. Not because they wanted World War III. But NATO is facing irrelevance. The alliance needs a purpose. It needs an enemy. It needs escalation to justify its existence and its budgets. So watch the contradiction in Western media: Russia is too weak to advance on the battlefield. Russia is also an existential threat that could invade Europe any day. Both statements can't be true. But both serve the same goal. They want to make Russia look weak enough that pushing them further seems safe. While simultaneously making Russia look threatening enough that massive military spending stays justified. The strategy is clear: push Russia into retaliating. Cross enough red lines that Moscow has to respond with something NATO can call escalation. Then use that response to flip Western economies onto war footing. Because those economies are beyond saving through normal means. The debt is too high. The infrastructure is too broken. The political systems are too captured. A war with a big payout at the end solves everything. Wipes debt. Rebuilds industry. Unites divided populations. Access to Russian resources makes it all worth it. That's the gamble. Push a nuclear power until they snap. Then use their response to justify what you wanted to do anyway. That bet scares me more than anything I've seen in 25 years.
421
2,074
180
6,251
217,611
ValueHurts retweeted
UK fund manager magic touch award winner: Terry Smith 🥂🎉
12
11
4
137
35,519
ValueHurts retweeted
we are an island surrounded by water with summer droughts and hosepipe bans. we sit on oil and gas and buy it from norway. we have wind and tides, we invented civil nuclear power, and we run an extension lead to france. no other country works as hard as Britain to not use what it has
145
1,210
29
7,483
93,487
From @andrewrsorkin’s book 1929. Reminds me a bit of the KOSPI crash: no-one knows what started it
3
6
26
2,725
460
1,708
122
34,227
1,298,120
ValueHurts retweeted
This is an amazing quote from Lindsey Graham about when he realized how politics works. theatlantic.com/ideas/2026/0…
241
3,218
578
26,770
3,464,640
The Nasdaq fell 78% from 2000 to 2002. But that's not how anyone experienced it. They experienced this: – A 35% rally. Then new lows. – A 12% rally. Then new lows. – A 25% rally. Then new lows. – A 41% rally. Then new lows. – A 45% rally. Then the bottom, 30 months after the top. Five times the market screamed "it's over." Five times it lied. Former colleagues of mine lived through it on a trading floor. They told me what the routine became: by Thursday, you started praying for Friday afternoon. Not for the weekend. For the close. Two days where you couldn't lose money. Then you walked out of the office with your head down. That is what a real bear market does. It doesn't scare you out at the bottom. It exhausts you out, one false dawn at a time. Bear markets don't end when the sellers are done. They end when the buyers are.
54
288
36
1,420
213,914
This is probably one of the most serious risks to the global equity market and so few see it.
🇯🇵 Yen hits weakest level vs the Dollar since 1986
12
12
116
14,649
ValueHurts retweeted
Appropriate that Greenspan dies at par
71
549
85
5,051
829,129
UK gas and oil sanctioned. Russian gas and oil perfectly fine. #makerfield
33
16
4
98
20,876