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Being reported that Mr Zelensky offering to step down if Ukraine get NATO membership.

Somehow he is still not with the programme. Look like he been listening to Mr Stramer too much. Uk army got a lot of horses.. almost 500 to be exact same as we had decades ago but MBTs.. Ummm. Data showing only 159 battle ready...Artillery any better.?. 158 pieces ( 50 SPA, Towed 88 and MLRS 20 )Not go far along the Ukraine / Russian border..

TFE

Respect

This Govt not looking on the side of business... If you run a pub are a landlord or similar best not you read this..

"Storm Rachel will be unlike anything Britain has ever weathered"...

https://uk.news.yahoo.com/storm-rachel-unlike-anything-britain-060000520.html

Grizzle

"It becomes more apparent each day that Reeves and her band of unqualified helpers have put the country on a firm track to ruin"..

lets go back a bit.. The last Govt built the gallows put the noose around the neck and all this Govt had to do was kick away the chair which they been happy to do.

Storm Rachel arriving soon with a raft of extra taxes and NI tweeks.

Ai

Bros

"Rishi was a decent Chancellor"..

He was a disaster for this country... his legacy it live on with

More than 10,000 additional cases of suspected Covid loan fraud have been identified following a government review of settled loans.

"The scheme was the vision of Rishi Sunak, and amounted to one of his biggest policies during the pandemic. Sunak denied “ignoring” fraudulently claimed Covid support funds while Chancellor"....

Stamp duty amnesty, eat out to help out.... Dodgy contracts for PPE etc etc...

Bloom

Respect

S&P500 trading at 22.4 x p/e 10 yr av is 18.6

Mr Buffet he also believe its running a bit hot.. Wait for it to cool before dipping his toe in.

Tfe

The inverse expose stock like DOG etf good in the downturn

Gold is a funny one. Massive topic now and trading has gone through the roof. Trump going to find the 8100tons USA say it has and if so who it belong this one?

👍👍👍

Just add this before back to work..

Mr Andy Briggs, CEO Phoenix Group. He say.

“US investors, who I talk to regularly, perceive a significant risk premium from retrospective regulation, which means they are reluctant to invest in the UK.”

Mr Briggs was referring to concerns that British courts will overrule established rules and open up companies to costly compensation claims for historical practices that were at the time deemed legal"...

Need a few more to be putting head above the paraphet and say similar....

I wonder who side these courts on. Is not commonsense that is for sure...

Marabab

Respect.. So we had the results yesterday and the city seem to like those.

Profits missed expectations by a small margin with RoTE at 12.3% without extra provisions would have been 14% and that were the road start to get more bumpy..

From Lloyd point of view still looking none the wiser. Parent company setting aside the extra for the Black Horse car loans division..

Problem also for Govt as any losses will be offset against taxes and some estimate this could cost treasury over £5bn..

Mrs Reeves already on the headache pills. With extra defence spending , public sector wage rises as well as those on benefits and despite the high taxes still not enough coming in. So what the next lowest hanging fruit.. Maybe iSA allowance who know?

Gate

For sure papers loving this sort of thing...

Spring Statement on 26 March 2025 so very close to new tax year for such a drastic change and certainly sending out the wrong vibes....

Bros busy day so quick lunch post.

Smiling faces in the lloyd house today. Charlie Nunn still being a bit ambiguous on the car finance. Would like to see bigger provision myself, just in case.

6% up on the day I am happy to be reducing my holding... A bird in the hand as they is saying.

Still unclear on what happen with the gold. Dollar still pegged at circa $42 which was set in 1973.. They need to look at this maybe if they do this part of what Trump mean when he say monetarize the asset side of the balance sheet. Interesting consequences may happen with this one.

With ISA v non ISA holding.. Remember this one. Cannot offset losses against gains in the ISA. We all not investors like LTI making the profit on everything.

Good accountant sort it out in anycase.

Hardup

You are a wise man that is for sure but also think this

The Molotov-Ribbentrop Pact was a non aggression pact..

Russia provided no military assisted to Germany either. So to say they sided with Germany is a not quite accurate.

Russian losses estimated at 24million .. Uk circa 450K shows the scale of Russian involvement.

TAV

Bros your comment Today 09:43.. Is spot on and comment of the day..

Lok

No prob with your memory with that one. Polish Indian etc all around the glove came to help. But maybe the largest "helper" were the Russians who suffered the greatest toll in human lives as they pushed back the Germans.

Lok..

Morning Bros..

See who blink first Trump or Mr Jerome Powell... Trump will learn now matter how much he think he in control bond market call the shots.. Getting that coupon away on treasuries could get very expensive if he end up on the naughty step..

This is so funny..

For sure we know now that the USA food must be good for long life..

Ok Red dye 3 just been banned under MAHA ( make America healthy again) But the statistics they not lie .. Do they.?

USA Social Security Administration, death field set to zero..

Paying...

over 4 million people age bracket 100-109

over 3.5 million age bracket 110-119

Almost 3.5 million age bracket 120-129

Almost the 4 million age bracket 130-139

Over 3.5 million age bracket 140-149

on it go up to 199

DOGE got its work cut out..🤣🤣

I wonder in this country if anything similar going on?

Morning Bros.

For sure they would like to inflate the debt away this erode your purchasing power and the gold market not be happy and neither will be the bond market. Gold market second largest traded after the S&P500.

So what going on over the pond. Dept of social security administration in the spotlight as they still paying people over the age of 190..

Across the channel Mr Starmer he beating his war drum... Given the state of our forces maybe more of a gesture. Britain no longer command the 1400 ship it once had in its navy. That down to 25. Still we has lots of admirals 40 or one for every 800 sailors ..Not that admiral go to sea anymore. Good pay thought some on £250K.

Bloom

Macron in a difficult position domestically. His hubris may well become his downfall. He already sent a load of the Mirage jets last week. Putin will watch and wait but if the USA push Europe to defend itself could be bad news to say the least as our forces have been hollowed out..

If Trump achieve peace will be a great thing ... From What I read looking like peace settlement may not include much input from Europe despite how much Scholz he huff and puff.

Bloom

Ukraine corrupt. Always has been always will be... We all know this..

But USA prepared to turn the blind eye as long as it gets what it wants in the end and it looking like Trump prepared to turn over his poker hand...But its not the winning hand he thinks as Blackrock, Pimco etc have all the aces.

Be good to know where this one going...

Certainly a lot of orders waiting to be filled with only 10% of gold traded actually physical ( LBMA and Comex) could get very interesting with the arbitrage trading ...

In China Shanghai gold exchange (SGE) is all physical. Making it worlds largest physical market..

Why this important to Uk... lots of reason to be true but also precious metals and gemstones accounted for 16.7% of the UK's total exports last year, bringing in£69bn.

Bloom

Bros.

Zelensky not a criminal as not been convicted of anything. Comic yes I give you that one...