Sharing contrarian perspectives for retail investors | Building MacroBiscuit | Writing a book | United Kingdom
Joined March 2020
- Tweets 4,160
- Following 346
- Followers 738
- Likes 9,774
338 Photos and videos
Everyone on X is suddenly a geopolitical expert the last few days.
I’m sticking to what I know - watching for market divergences and staying disciplined through volatility.
Leave the war analysis to people who actually understand this stuff.
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Iran headlines are dominating everything. I'm watching, not trading right now.
Geopolitical shocks tend to create short-term divergences between price and fundamentals. That's when opportunities appear, not in the initial panic.
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Quite taken by the negative Bitcoin sentiment at the moment.
One thought - the BTC/Gold ratio is back near late-2022 lows.
Last time it hit these levels, it reversed aggressively. Does it break lower or flip again?
Watching this closely.
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One of my favourite contrarian filters comes from @RealRickRule: "Look for things people hate but can't live without."
The best setups are unloved, essential, and ignored while everyone chases what's exciting.
Necessity on sale beats excitement at a premium.
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Silver crashed from highs. Miners fell less.
The SILJ/Silver ratio is near historic lows.👇
If silver stabilises around $75, miners become the asymmetric play.
They absorbed the downside. They'll leverage the recovery.
This ratio won't stay depressed forever.
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The hardest part of contrarian investing isn't finding what everyone hates.
It's waiting while everyone's still comfortable hating it.
Most give up before the crowd does.
Patience > timing.
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I'm Ben. Built MacroBiscuit, now writing a book on contrarian investing. This account is my public workshop - to share frameworks for finding unloved opportunities, case studies from market history, and tools for retail investors. Not predictions. Process.
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UK monthly GDP beat estimates coming in at 0.3% vs. last month or 1.4% for the last 12 months.
However, zooming out, remains to be seen if this is the start of an upward trend or just a blip.
#UKGDP
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18 Dec 2025
Seen a lot of posts today celebrating the rate cuts in the UK.
Worth remembering - rate cuts aren’t a win condition.
In most cycles, cuts come when growth is already rolling over.
They’re a response to risk - not proof of success.
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18 Dec 2025
BoE cuts rates to 3.75% 🔻
A narrow 5–4 vote at the MPC.
–0.25pp since last month
–1.00pp over the year
The easing cycle is well underway - but division remains.
Full historic rate chart here👇
macrobiscuit.com/series/bank…
#BoE #UKRates #UKEconomy
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7 Nov 2025
Just finished Broken Money by @LynAldenContact.
Brilliant read - highly recommend. It is very comprehensive (so not the quickest of reads) but does a great job breaking down the shortcomings of our current monetary system.
Well done Lyn - a triumph!
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5 Sep 2025
I sense it’s a good time to be in the specialist tax advice business…
#AngelaRayner
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13 May 2025
Who’s responsible for the most recent CPI rate then?
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3 May 2025
RT @EdKrassen: BREAKING: William Buffett moments ago at the 2025 Berkshire Hathaway annual shareholder meeting just came out against Trump'…
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Ben | Contrarian Investing retweeted
22 Apr 2025
Latest MAGA mental gymnastics is accusing Powell of making policy decisions based solely on not liking Trump
They just need a scapegoat
Fact of the matter is Fed follows the 2y, they’ve done this for decades, they did it during Trump 1.0, Biden, and they’ll do it for Trump 2.0
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21 Apr 2025
My mum always told me "good manners cost nothing"...
Turns out she was wrong.
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17 Apr 2025
RT @chigrl: If the US enters a recession, long-term interest rates are likely to go down, and it would be cheaper for the US government to…
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