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mr hardup

respect

was interesting what mr powell he says.. transitory.. he hope but likley to get worse before it get better as i see it.

but he also know that mr trump will more than likely increase tariffs.

if companies relocate to the usa the cost of making goods and the final price will soar.

other countries as he says will retaliate

war with iran also imo looking likely to kick off in the very near future.

de dollarization likely to increase.

usa military orders , a key export, all under review and uvl and the eu is launching a massive fund to increase its ****nal which excludes the usa...

lots going on in the play at the moment..

stagflation risk very high imo..

Mr Chips

Respect.

Gold we both like but we must always ask this thing.. Why is gold surged over past year or so..? I think we all know why that one is...

Fed make its call in less than the hour. Consensus seem to be hold, so that be the case. Mr Trump he cause a great deal of uncertainty.. Look like he also ready to further ramp up tariffs. Not going to end well. Sales of F-35 going about as well as a cybertruck...😒😒

Still our own interest rate decision and the spring statement yet to come..

In 2016 the dividend allowance was £5,000 (£6,700 in today money)... 2024 was down at £500... Any lower on the cards.?

Or should I say mis managed decline?

STP

Morning Bros..

Is a fact for sure...

Our moral obligation to preserve the culture , heritage and general character of our great nation has been hijacked .

Green and pleasant land .....Now become the potential building land..

Ask not what my country can do for you ask what you can do for my country... Has been turned on its head.. Stay at home on benefits is the new work..

Our defence forces pared to the bone as we play at defending other nations borders whilst leaving our own draw bridge down..

The first nation to industrialise become the first to deindustrialise ...

Running a business here becoming hardly worth the effort for many with the red tape and high business charges, energy costs and labour ...

I could go on...

But as I see this we are in a managed decline...

The vehicles all Electric Vehicles (EV) and Ultra-Low Emission Vehicles (ULEV)

Looking like the Lloyds scheme popular with the staff ..

Since the launch in the 2021, approximately 3,700 Lloyds bank employees have taken delivery of a vehicle through the scheme. This represents around a 9% adoption rate among the 40,000 eligible staff members – making it one of the biggest private sector schemes active in the UK.

Going to be moving this one from Lex Autolease to the Tusker which it acquired in 2023..

Now question is what Mrs Reeves think...

Lol

Respect...

For sure...

Mr Brown... What he say

“I want us to do even more to encourage the risk takers” (Gordon

Brown, Mansion House speech, 17 June 2004)

Then the roof blew off the house...😫

Morning Bros..

So we all has the Council tax uplift... More for less is the name of the play... Even worse when you consider the extra dosh the Councils will be getting from all the new developments and the reduction in the services...

---------------

Anyways on a more positive thing. Mr Bloom. Your excellent parkrun performance will guarantee you a place in the Uks modern army.. Change a bit since my day.

"New guidelines given to physical training instructors (PTIs) require soldiers to conduct a 2km (1.2m) best effort run, with only those who complete the test in more than 11 minutes being labelled as of "moderate" fitness and in need of remedial training. ( approx fitness standards of an eight year old )..

PFA used to be a mile and a half (2.4km) run in under 10 minutes 30 for men and 13 minutes for women.😒

STP

Respect...

If they not learn to drive how else they get their free car?

Well has come the time imo to have a new national anthem... No longer God save the king ( bless his majesty, praise the lord)..

I would suggest:

Dire Straights and "money for nothing"....

Skier1

Respect..

its a huge operation that is for sure given the numbers

It was this line that caught your eye?.. For those who may have missed this...

"New Vehicle Payment (NVP) jumped from £78.9m in 2023 to £152.6m in 2024, which sees a £750 one-off payment to new and renewing customers, payable on the on the delivery of the new car.

In 2023, Motability extended this payment to customers who placed an order during 2024, and the accounts showed that £541m has so far been paid out, with a further £56.1m committed across its order bank"..

-----------------

Problem is for other motorist with those amounts of cars being sold back into the system your used value drop like a stone..

Skier1

Respect.. Ah this the part charity part plc thing.... Do you know who own the motability operations?

https://cardealermagazine.co.uk/publish/profits-collapsed-at-motability-despite-revenue-and-customer-numbers-soaring-in-2024/311770

"Accounts filed under Motability Operations PLC for the year ended September 30, 2024, show that while revenue soared pre-tax profits collapsed.

The operation – which is owned by Barclays, HSBC, Lloyds Bank, and NatWest Group – saw total revenue jump by 24.4% from £5.5bn in 2023 to £6.9bn.

This was thanks to a 14.7% boost in customer numbers, a 6.7% uplift in mobility allowances from April 2024, and 28% increase in net proceeds from the sale of 277,000 vehicles (2023: 200,000) which generated £4bn (2023: £3.1bn).

88

Respect..

Labour were left with a poison chalice....

We is a small island and one increasingly dependent on global trade... Energy, raw materials, labour etc.. These are the cogs that turn the economy.

Value of UK total trade in the 12 months to the end of December 2024

£1,703.4 billion

down 0.4% on the previous 12 months

UK exports 837.7 -0.8%

UK imports 865.7 -0.001%

Those figures they move the wrong way and down go the £ and cost of living it take off...

BB

In the nut shell that is what has happened. Very sad but true...

Trouble for West is Chinese are very smart and industrious...

I was interested to see where they maybe taking jet engine tech.. Already very good and forget the scramjet the OBE engine if true is impressive to say the least..

https://engineerine.com/china-reach-mach-16/

And this one...

R3 and Begbies traynor Mr Broadbent he warn on 11th March 2025

"There was a sharp rise in insolvency-related activity nationally, including in Yorkshire and the Humber, in February, according to the latest research from the UK’s insolvency and restructuring trade body, R3.

The findings, which are based on an analysis of data provided by Creditsafe, shows a 39% increase in insolvency-related activity in the region, with new business start ups increasing by just 0.2% in the same month".

We see what next red flag report say...

BB

Respect..

That the direction of travel...

Can go much further than that as we know...Executive order 6102...

What I forgot say this.....

China's gold reserves were valued at $208.64 billion at the end of last month ( Feb 2025) , up from $206.53 billion at the end of January, central bank data showed on Friday.

China only has physical gold.... USA.... Yet to show us the money....

IMO USA ( Missouri) move to seize Chinese assets only going to speed up them swapping USA treasuries for gold and other currencies.. They will have noted what happen with Russia...

USA got an uncontrolled debt time bomb and Trump trying to defuse it with a sledgehammer. What go wrong?

Morning Bros..

Interesting verdict in Missouri a few days back with a huge multi billion pound award over Chinese hoarding of PPE etc.

https://ago.mo.gov/attorney-general-andrew-bailey-secures-historic-24-billion-judgment-against-china-for-unleashing-the-covid-19-pandemic/

I wonder where this is going and what happen next?

Tariffs on Chinese ships on the drawing board...

""US export container rates to Europe for a carrier with a Chinese-built fleet - now averaging $500 per 40-foot container today - would climb to around $2,500 per 40-foot overnight – a 500% increase "...

Inflation inbound with that one..

Still we are all the pawns in this game of global chess.

Back home our own Govt are at it. The cash ISA one example... Well we have cash and stocks and shares ISA so why the problem? We have a choice....Ummh Govt not like this telling us now we making the wrong choice. So who really benefit from this move. Looking like someone climbing into the bed of big business..

BB

For sure both directly and indirectly..

Was an interesting article a couple of the days back..

"Why the UK will shut down if China invades Taiwan"....

https://www.msn.com/en-gb/politics/international-relations/why-the-uk-will-shut-down-if-china-invades-taiwan/ar-AA1AE78w?ocid=BingNewsSerp

Who would think shipping out our ability to make things would be a problem? Just about everyone except..😫😫.

BB

USA more self sufficient... Is a good idea, but not the way to do that imo.. Uk also realizing our over reliance a big problem..

So lets take a snap shot.....

2025 figures on its global trading partners..

https://www.shippingsolutions.com/blog/top-u.s.-trading-partners

1. Mexico: $776.0 billion (15.9%)

2. Canada: $699.6 billion (14.3%)

3. China: $532.4 billion (10.9%)

4. Germany: $217.1 billion (4.4%)

UK...Is no .9

9. United Kingdom: $134.6 billion (2.8%)

Thing is to see how this moves....Plus how much damage is done to global trade.

BB

Respect but I say this one about Putin. He is still very much in the game.. The collateral damage is plain for all to see. EU industrial might has collapsed... Russia continues its advance and no doubt has a few nasty suprises up its sleeve. NATO looks confused and disorganised. It was told me this that around 40 stars are involved in that project. 40 top heads better than one. not look that way.

Not only was poking the bear a bad idea, but now Mr Trump is poking the sleeping dragon.

In last stage of development is the Dongfeng 41 probably the world most capable nuclear ballistic missile.

In four years China it built the equivalent of our whole navy. The USA builds only 0.1% of global shipping.

Now the USA wanting to start a trade war. Wrong time Mr Trump and already we see how the wall of the financial market they begin to crack..

Back in Uk our leaders seem to have developed a collective the Stockholm Syndrome.. Allow all and sundry to systematically beat us up, from trump to ECHR. Yet we lap it up...

Back Home we got to dig around the car finance updates.. Not going the way we would wanted with todays ruling.....

"The UK's financial watchdog the Financial Conduct Authority (FCA) confirmed on Tuesday that it has been given permission to intervene on a case that may see more drivers owed money for not being told how much commission dealers were getting paid when they bought their car"...

Also this give the Govt a headache as the banks will be writing off these losses against tax...