Member Info for john46

Viel danke , merci beaucoup , muchas gracias !!!

I thought you had me on filter .

The way you're going your hooter will be mistaken for a Hebrews one . Shirley you wouldn't want to be known as such ?

Not with a surname like Khan

We know Gilts and Treasuries will never go to zero , they'll always be tangible , you can't deny 10 yrs @4% is only a gestation away .

RE : Gilts and Treasuries , Capital depreciation V yield increment ?

You choose !

CC , "Or the Commonwealth Foundation's which is a 700 million dollar private foundation focused on research and promotion of international health care ".

Naturally these will be the Elite on $1M pa that pertain to hold the publics best interest at heart , whilst sitting on Pharma boards scooping even larger renumerations .

And you fall for their gobbledygook ?

BB , our NHS is very different to the one Aneurin Bevan envisioned . Pharmas are making a mint out of our taxpayers , combined with an ageing population , our future Govs have some unenviable decisions to make .

Break your leg in Disneyland Florida , you end up 4 days in hospital . Insurance is the wrong way to go about our NHS

Value for money with health provisos are the way forward . Judging by recent news updates , NHS Senior Management aren't much better than our Politicians in looking after their Constituents .

Crowcast , judging by 34% support for Brexit Party , many folk agree on his Policies . A rally a day in different cities should see his support rise to 40% , come polling day . When Boris Johnson stated he won't be canvassing in EU elections , our Elite have lost it !!

BJ haircut is bound to be an election winner come a GE .

"In 2018, US multinationals took full advantage of the “tax holiday”, sending home over half a trillion dollars held overseas, to be taxed at the lower rate.

Suddenly these companies found themselves flush with cash, and they needed to find a way to spend it. The options are typically to plough funds back into the company via capital expenditures like new buildings, products or equipment. Or, distribute the money back to shareholders in the form of dividends, or through share buybacks which don’t go directly to shareholders, but reduce the number of outstanding shares, thereby making the share float less diluted.

Share buybacks are a relatively new phenomenon. For most of the 20th century they were illegal because they were considered to be a form of stock market manipulation. But that all changed in 1982 when the SEC legalized them.

Since then buybacks have been a popular tool for management to stuff cash back into the company, indirectly, by reducing the share float. They've been on the rise for over a decade. From 2007 to 2016, S&P companies bought $4.2 trillion of their own stock – almost double the $2.4 trillion purchased 2003-12.

Purchasing company stock generally inflates the share price and boosts earnings per share – a key metric on which CEO bonuses are calculated."

There is clearly a strong connection between repatriation, stock buybacks, and higher-than-normal corporate earnings. "Is it any coincidence that half a trillion dollars worth of overseas profits were brought home in 2018, during which time the United States saw the most share buybacks in history, along with sky-high corporate earnings (data firm Refinitiv estimates profit growth among S&P 500 companies at 23% in 2018; S&P stocks were up 13% in the first quarter of 2019, the best Q1 performance since 1998) and a booming stock market? I don't think so. And even though repatriation has run its course, buybacks are popular on Wall Street."

http://www.marketoracle.co.uk/Article64822.html

The above might help explain a stable S and P when Corp profits growth negligeable . They'll run out of repatriated monies eventually . We have to stay ahead of the curve .

RE :Treasuries , I'd lose a bomb bud . When downturn occurs in next 9 months , FED is going to have to issue +$1 TN of notes pa . 10 yr yields will creep past 4% and most folk will squat down to tie their shoelaces , not wanting to get shafted twice .

"Conclusion
Here is our discretionary market outlook:

The U.S. stock market’s long term risk:reward is no longer bullish. In a most optimistic scenario, the bull market probably has 1 year left. Long term risk:reward is more important than trying to predict exact tops and bottoms.
The medium term direction (e.g. next 6-9 months) is more bullish than bearish.
The stock market’s short term has a bearish lean due to the large probability of a pullback/retest. Focus on the medium-long term (and especially the long term) because the short term is extremely hard to predict.
Goldman Sachs’ Bull/Bear Indicator demonstrates that while the bull market’s top isn’t necessarily in, risk:reward does favor long term bears."

http://www.marketoracle.co.uk/Article64341.html

Risk: reward It's now a game of chance

Marr did lose the argument by going off subject . Farage the gent didn't lower himself by reminding Marr he couldn't keep his pecker in his trousers .

"He who's free of sin cast the first stone "

Not until Chinese forced to sell their $1.1 TN of US securities . Then fun starts . They certainly won't be buying anymore . By the same token , neither will Saudi , they need to wean off Crude .

It's then down to FED to prop up US consumer .

If you didn't know , printing money to pay the interest on money printed previously is called a Ponzi.

"The vicious December sell-off, crowded trades, low trading volume even during market rebounds—these are signals to Clark that the market is about to crack. Which for him is good news. “The stars are aligning, and the markets are complacent,” he wrote in January. “Get the popcorn ready, it’s showtime.”

Clark has a front-row seat. He’s shorting the U.S. dollar on a number of bets. He’s trained his skepticism on U.S. shale companies, which he calls “capital destruction machines” that produce oil but no money. Then there’s his wager that autocallables, complex equity-linked securities that aim to generate regular income for their buyers, are going to collapse and volatility will soar. Investors hungry for yields have piled into autocallables, artificially suppressing stock market instability. This, he says, is “unsustainable and will end badly. I’ve seen it twice, three times even. And it feels so close to that inflection point. Everyone’s in the same trade.”

https://www.bloomberg.com/news/articles/2019-05-10/a-short-seller-bets-it-all-on-a-spectacular-market-crash

Folk should be extra cautious these days

Cpl Doss would have been a Libdem if British , CMH , Concientious Objector . Can't imagine which Political option re Brexit he would have chosen .

https://m.youtube.com/watch?v=r8Tr2KLGzb4

Oversight , Cyril Smith and Lord Oakeshott , bastions of sexual integrity .

Grayling , surely you're old enough to remember that a vote for libdems is a wasted vote . Other than clapping and enhancing tuition fees for our children , what have they achieved in 3 generations ?

"The results of a new poll of MPs reveal a worrying lack of understanding of the UK’s money and banking system across the House of Commons. The poll finds that only 15% of MPs are aware of how most money is created in the modern economy.

We commissioned polling company, Dods, to give a cross-section of MPs four statements about the UK’s money and banking system and to ask whether they’re true or false.

Only 15% of MPs were aware that new money is created when banks make loans, and existing money is destroyed when members of the public repay loans. 62% thought this was false, while 23% responded ‘don’t know’. Tory MPs seemed to have a slightly better idea, with 19% answering correctly, compared to only 5% of Labour MPs."

https://positivemoney.org/2017/10/mp-poll/

The above explains why our MPs are so detached from reality . If they don't understand the significance of our ND , how are they to comprehend the significance of Brexit to our National interest .

We have the wrong people making decisions on our behalf .

It's a balancing act , juggling the equilibrium between inflation and growth . As a nation we are very fortunate to have the highest base rate in Europe . Without such , our youngsters wouldn't be able to get on property ladder . Base at 0% would eventually lead to 75 yr mortgages , i.e. , economic failure , hence why most of Europe rents .

MPC cannot lower our base rate . By the same token MPC cannot raise our base rate , overpricing Sterling .

It looks like MPC has head lice and no amount of head scratching will cause them to move our baserate .

ATB bud

You're not scratching hard enough !