Steinman de Bruyn, CFA (@jdsdebruyn) 's Twitter Profile
Steinman de Bruyn, CFA

@jdsdebruyn

Director @AlpineCapital_ Sports fanatic, wannabe traveller. Tweets are in my own capacity.

ID: 218852820

linkhttp://www.alpinecapital.co.za calendar_today23-11-2010 12:12:27

2,2K Tweet

1,1K Followers

1,1K Following

Iwan Swiegers (@iswiegers) 's Twitter Profile Photo

🟠Rand trading at 18.39 against the US Dollar. See Dollar weakness as an opportunity to diversify your portfolio offshore! 👇

Rev Cap (@rev_cap) 's Twitter Profile Photo

The SPX is only -2% on the year and really has not de-rated that much at all. The SPX is 21x P/E. Rotation under the surface is absolutely insane. Risk on stocks multiples have just imploded How much more can the market rotate into Staples?

Steinman de Bruyn, CFA (@jdsdebruyn) 's Twitter Profile Photo

These dips are the "price" you pay for long-term returns. Investing is easy when prices go up in a straight line, but when volatility arrives, everyone forgets about their long-term goals and that it is part and parcel of the game.

Mukund Mohan (@mukund) 's Twitter Profile Photo

$JPM says recession on the cards The tariff hike would account for roughly 2.2% of GDP, the firm said. Meanwhile, it would add close to 2% to the consumer price index. “We view the full implementation of these policies as a substantial macro economic shock not currently

Steinman de Bruyn, CFA (@jdsdebruyn) 's Twitter Profile Photo

China says it will continue to take 'resolute and forceful' countermeasures as U.S. tariffs kick in CNBC Seems like we’re getting closer to negotiations…the world economy will find a way, it’s not going to die. Opportunities await…this too shall pass. cnbc.com/2025/04/09/chi…