Member Info for Gunsup

Kev

Bros.

If only we could see what's in the red briefcase.. Speculation rife at moment.

Bottomline is last Govt broke the economy... Public services falling apart, youngsters not wanting jobs another load of companies reported as being at risk in the latest redflag report by Begbies Traynor.

https://bmmagazine.co.uk/in-business/record-number-of-uk-businesses-at-risk-of-collapse-ahead-of-critical-autumn-budget/

So we could be in for the record breaking tax grab...If so everything is on the table...

How will the market react.?.. Tricky one as there is already a huge disconnect imo between what is happening in the markets and the wider situation..

Just not mention the war...Especially N Korea poking a stick in a hornet nest..

88

As of June 2024 ..

Japan largest holder

"Japan held $1.15 trillion in Treasury securities as of July 2024, beating out China as the largest foreign holder of U.S. debt. Japan holds about 13.4% of foreign-owned U.S. debt"..

Investopedia

https://www.investopedia.com/articles/markets-economy/090616/5-countries-own-most-us-debt.asp

Important trend is the huge reduction by the Chinese... dropped below the $1tn in 2022 and keeps dropping.

Morning bros.

Just a quick post. US debt. the only way is up...

So in the one year 29th Sept 2023 (33.167tn)

to the 30th Sept 2024 ( 35.464tn)

Debt gone up by $2.293 tn dollars... Total Uk national debt circa £2.7tn...

Is spiraling out of control this one..

Mr ASP.

Respect cheers bros that weekly post. Plenty of the problems to consider. Middle east powder keg and someone holding a lighted match. Ukraine also on the downward slide.

LTI

Bros...Recycling the old news there..

So banking...

"Government to raise bank ring-fencing threshold to £35bn "

This from the £25bn... Should be music to the ears of the likes of GS owned Marcus and JP owned Chase..

Both pretty close to the lower threshold.. So what's their next play..? No doubt they will want to push up their savings deposits to the higher thresholds.. . Higher rates?

Afternoon Bros.

Quick early lunch post this one..

Brixton bros very important comment re THAAD. We know what this is for and is a scarce weapon. US inventory 800.

Other thing worth the note, Mrs Meloni ..

"Italy plans raid on banks to plug €9bn budget black hole

Italy is preparing to raise billions of euros from banks as it races to plug a €9bn (£7.5bn) gap in its public finances, according to reports.

Giorgia Meloni’s government may temporarily remove a deduction for banks on so-called deferred tax assets (DTAs), potentially raising an extra €3bn, the Financial Times reported"...

Not say that happen here ..but.. lets watch the space..

Mick-b

Respect but that £24bn is doubling what had already been committed so is only £12bn extra and that is over 4 years. Not only that is wind power based energy. Iberdrola are the company concerned.

“ With the Uk economy stuttering and Labour clearly out of their depth”

HH

For sure this is the direction of travel.. Downhill..

Just look at any key metric a nation it need to find out more.

let start with the energy...

https://www.telegraph.co.uk/business/2024/10/13/why-age-of-energy-rationing-is-looming-for-britain/

67Sam

Morning Bros.

Many are little more than political prisoners in my book.

How dare they be acting against the WEF narrative.?

STP

"Clearly, Labour turning the economy around, after we escaped from the disasterous tory mismanagement"..

I not see the evidence to support that, far from it. Looking like they just carry on with the WEF plan.

LL

People not scratch the surface. Plenty of problem in construction sector.

VTY accounting error.

Cosmur Construction has gone into liquidation after a rescue plan failed, with creditors set to lose out on £11m.

Building services firm Integral reports £32m loss

Building Safety Act adds ‘six-month delay’ to new student housing

Cruden turnover plummets

Sept. Giant ISG collapse etc etc..

HS2 scaleback? Big unknown tht one

Interesting this increase over the year. How many extra GP etc to cover this let alone the extra hospital to deal with the referrals ? . Education etc all will see similar increase...

63,575,761 Patients Registered at GP practices in England as at 1 October 2024.

62,807,652 Patients Registered at GP practices in England as at 1 October 2023

So gone up 768.109

Which is lets say higher than the estimated increase in population circ 662,000 which was published the other day...🤣

So which figure more accurate?

Swaz

Bros.

I prefer to look at stocks with my own SWOT analysis.

Lloyds strengths you point out that is for sure..

Its looking at the Weakness, Opportunities and threats that give us the idea where this is going to be down the line.

Plenty of competition out there. N/Wide. Virgin tie up challenges Lloyds dominant mortgage sector. Uk banking sector is also under threat from bigger players from the USA. The small acorns and all that. Landlord business another add on too far?... Then we have the liabilities. Impaired loans ..up /down.. car finance "scandal "..Macro factors, Govt policy... A full analysis of the sector and its key player would run in to the reams...

ATISHA

May be the blessing in disguise. Some areas going to see 18" of rain. Tampa in the bullseye.

TAV.

Could even push inflation up as the cost of damage will be the eye watering.

So Bros . What the effect of this bad boy on the markets going to be ? At one stage this small eyed (3.8m eye) monster recorded the 5th lowest central BM pressure of sub 900mb... Going to ruin someone day when it make the landfall Wednesday evening. In its wake Nadine but so far not doing a deal..

https://investmentu.com/the-impact-of-hurricanes-on-the-stock-market/

GS

Chill Bros. Focus on the aces not the jokers in the pack...

RR

Bros. You must have worked out you is being played by those "in power"..

Good point on the humble origins. Mine very humble if I go back into the family history. Many on here may also be surprised..

LR

Good points.

On the brighter side Uk has the mild weather.. North Carolina still reeling. Dolly Parton gifted $2 million for the relief fund. Bless her. Milton looking like a Cat4 ..Ouch.. Turn the Florida into a woodyard.

1 in 100 of Uk population now being reported as illegal immigrants (745,000)

https://www.telegraph.co.uk/us/news/2024/10/07/britain-has-most-illegal-migrants-in-europe/?msockid=16d3e6795bae6f460177f2e35a966eef

Did a quick trade on the VTY dip.. Still opportunities out there.

Middle East is a appalling situation. Cannot imagine, stop and think, what it like to lose everything... Is so bad.

Respect...For our more senior investors... State pension increase looking like the 4% in 2025 but triple lock will prob go in budget.

Going to be an interesting month.

88

Middle East the powder keg. As we has said biggest drivers of mass migration war and famine and they got both..

Germany in a mess. Keep an eye on its automotive industry....VW we know looking at mass layoffs.. Supply chain now feeling the heat. Today is announce Schaeffler major car component looking to reduce workforce by 800 in Romania.

STP

Good post that one bros. The £1.2bn cost saving will only unlock the £700m . I didn't see anything for the provision of the car finance. . ANZ it just paid out the $85million.

LTI

For sure this is a fascinating topic...

Is a good post but I believe you will find that to be only half the story. Let NASA explain...2020 article

Updated Mar 18, 2024

https://science.nasa.gov/earth/climate-change/there-is-no-impending-mini-ice-age/