Member Info for Finley1

Sedgwick was banging on this morning on CNBC that hedge funds were the ‘wrong’ side of the trade expecting market capitulation with Trumps initial tariffs.

I think the reference to ‘FOMO’ is very real, and it’s always the same with the herd mentality, once the tide turns which it has done.

Good Luck.

Yes,agreed. A 15% gain on a stonking loss and job cuts. What will happen here if the forward statement mentions a confident

consumer and decent guildance.

Good luck

Now up 15%.

Watching CNBC this morning Sedgwick keeps stating that the Brits are spenders, they don’t really care. Wage inflation is still a bit sticky, but the ‘decent’ retailers are performing well. What with the warm weather, and the so called pause on tariffs, I think this is one of the best recovery plays out there.

As always good luck.

Good Numbers today, hopefully safe to say that retail is having a phase of revival. 9% as I type, has to be good for a positive reaction here.

Good luck

Yes, correct and dividend paid Weds 14th May. Good Luck, I still see upside there.

Yes, Prudential had a good day today, I’m still invested there. Hopefully, Garonne kept his nerve and the shares.

Good Luck.

We achieved 244 today, I was of the view that this would motor on, it then appeared that the US started to open and it got sold into. I’ve checked the bond yield spike as stated, yes they have spiked.

I’m not so sure the US avoiding a recession is the effect of that spike. I would just summarise that investors are repositioning

and it’s a bit of a red mark against Lgen this rotation.

I do hope of course we crack on and revisit £2.50 but what’s the driver now.

As always good luck.

I’m of the view that money is exiting considered safe investments like Lgen and going back to the states. It will be interesting to see how the next week pans out.

Good luck

Money flowing back to the states, I would say, it appeared obvious that it would happen.

Money going back to the US has to be. I can’t see any other reason.

Good luck

Shareprice has been sold back down on the confirmation that a trade deal is near conclusion. Regardless of if your a fan of Trump or not, the electorate had a choice between Biden and Trump, I favour the later.

The brits would of never got a trade deal under Biden, as I’ve said before all this back and forth with tariffs is short term headwinds, the question now is do we reposition back on the global markets and the S and P or do we stay here with a low growth U.K. market.

I would say Starmer even though a stable government, is probably facing tax rises in the Autumn budget, due to lack of growth, so even though the tariff news is obviously good, does it now mean that a defensive share like Lgen will now

not attract investment.

As always something to think about, and of course good luck.

‘Farage throwing his toys out of the Pram’. I’m very glad he has thrown his toys out of the pram on a number of occasions, I hope he continues to do so.

Change is so lovely,isn’t it, a bit of hope, common sense. The over educated Liberal elites are over, there time is done, the silent majority have finally woken up, it’s taken a while, but now genuine hope actually exists.

Issue is,I would rather believe what is coming out of CNBC, reference the trade deal with India is nearly there, and most of the smaller Asia nations.

As for anything to do with the Chinese and quote, wasn’t it Richard Dearlove or whatever’s the chaps name head of MI5/6 back in the day, quoting the problem with the Chinese and the Covid leak is ‘they have probably destroyed the evidence’ and won’t admit to anything.

Alas, they are liars. Suns out dearboy good to chat, and I’m not looking to cause concern to investors it’s just an opinion.

As always good luck.

The info I quote has come from CNBC, I also watch and listen to his cabinet. The trade deal with the Chinese if it happens will encompass IP theft. Listen to Kevin O’ Leay a very rich entrepreneur to see what direction this affair is going in.

He has done the deal with the Ukrainians, by having US interests in the country that will mean that those interests will be protected, how do you think that will happen if push comes to shove, military.

The great western elites are all open mouthed, lost, not one of them could do a deal, the game is changing ,Heir Starmer has been completed and utterly outplayed.

‘Trump is desperate to talk to the Chinese’. I don’t think he is. I think he is aligning with India and most of the other Asia countries.

The Chinese have to come to the table on IP theft, they are a country of cheaters it’s ingrained in their DNA, their game is up, it’s over, its not going to be tolerated anymore that western capital takes the risks, and the innovation and the Chinese just rip it off.

He is doing deals around them, yes short term volatility, long term gain. It appears obvious if you listen to his trade team.

Good luck.

Alas Smith’ I can no longer kick to the head’. Telegraphing roundhouses at an old age is a definite no no. I’ve found the best black belts the old school guys who ran the door.

These guys were raw and had no interest in competitions.

Pokerchips, surely anyone with some market experience is just seeing the whole scenario as short term headwinds. Off course the Chinese are just sitting back, but they have to be challenged on their behaviour. Kevin O’ Leary a successful businessman bemoans them for IP theft and the un level playing field on tariffs.

Someone has to pick up the baton and do the deed, challenge the behaviour, the great Liberal elites did nothing.

So, the smart question dear boy is what’s the solution . As always good luck

Also, what will a trade deal with the US do to the shareprice. Regardless of if your a fan of Trump or not, the U.K. has more chance of a trade deal with him than the Democrats.

High Five Obama stated the UK were at the back of the queue, due to Brexit.

Quoted on CNBC he sees tariff tensions easing with a China. The patient investor always wins.

The UK is seen as a stable country regardless if your fan of Labour or not. It’s a different scenario to last year, so comparisons are quite frankly irrelevant.

Something to think about.