MOAR Cap @MoarCap
Fintwit since 2021. Stocks (ASX mainly w/ focus on resources and agri) + global macro + FS sector. Not advice. Recovering self-proclaimed #tinbaron. Sydney Joined July 2021-
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Following391
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Week 36 - a meh meh meh bottom quartile week with active portfolio down 1% to $551k. I was too busy to trade so missed a bunch of opps but that’s the trouble with having a day job. Same dynamic as last week - mining doing ok, getting beat on bios.
Y’all seem very confused - dollar 👏 down 👏 means 👏 commodities 👏 go 👏 up 👏 A bit undecided as to what to buy.
Week 35 - an in the pack week with active portfolio up 0.7% to $556k. Mining stonks showing signs of life, but gave it away on biotechs. Sigh.
Too much Murica this morning on Tweeter everyone chill and buy stonks.
This would have been a beautiful map had it not depicted the scope of Russia's sabotage on European infrastructure 2018-2025. Take your time and decipher it. From this report: iiss.org/research-paper…
Week 34 - a bottom quintile week with active portfolio down 1.5% to $553k. Should’ve taken more profits on the speccies but anyhow not bad amongst the Jackson Hole selloff.
Well fk should I be buying back into $ILU now?
Damn I single-handedly created a new rally Scamath launching a SPAC back we go
Damn I single-handedly created a new rally Scamath launching a SPAC back we go https://t.co/GYZGBGImY6
I’ve taken some chips off the table, not loving the market backdrop. Which probably means the market will rip 😂
It's the most vomit-inducing episode in all the tawdry history of international diplomacy but it will have taught Trump this vital lesson… mol.im/a/15006137
Week 33 - a top quintile week with active portfolio up 2.1% with mostly reversals from 3 weeks ago going. Tungsten finding more buyers, still early IMO. $ORG has been a high conviction & now up 20% in a few months - if you think they won’t make money from coal plants think again!
Closing in on a two-bagger on $ILU. How is the market so asleep on this one?
Gm and my special lol to the 30 or so baggies queueing for Labubu store to open in cold and rainy Sydney. Why don’t you do something less baggy like buy Bagtech at these levels.
Grabbing popcorn 🍿 to see resi permabears lose their shit this arvo with Bullock cutting ze rates.
Week 32 - a top quartile week with active portfolio up 2.0% to $549k. Lots of reversal from last week’s sell-offs, nothing too much to mention.
Week 31 - a total cuckening with the second worst week of the year. Everyone wanted to sell my stocks lol. Active portfolio down 2.7% to $539k. Struggled to find stocks that were up during the week! Back to where I was beginning of July… oh well.

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