Member Info for john46

"In the U.S., 10-year Treasury yields have reached the highest in almost seven years, narrowing the premium that real estate has commanded over bonds for the past decade. That dents the relative appeal of London property, especially for those from outside the country." �What happens to real estate if real interest rates go up? In the most simple form, values go down,� said William Hughes, managing director and global head of research and strategy for real estate and private markets at UBS Group AG�s asset management unit. �If the political situation in the U.K. causes the economy to struggle while global rates were to rise, then that would be a double whammy for London.� https://www.bloomberg.com/news/articles/2018-05-23/london-s-long-housing-boom-is-over-is-a-bust-coming

We are but spectators , worlds future in FOMC hands . All we can do is attempt to stay ahead of the curve .

Can't argue with your reply , it really is a cracker .lol ATB

Re : Dunkirk , you are the LOWEST FORM OF EXISTENCE ON THIS BB . YOU ARE USING VALUABLE OXYGEN THAT BETTER HUMAN BEINGS DESERVE

Surely you don't believe this feel good factor will last forever ? Are you a disciple of G Brown " no boom and bust " . CORRELATION BETWEEN WAGE GROWTH , INFLATION ,GDP GROWTH , ALMOST IDENTICAL , ASSETT PRICES RISING OUT OF SYNCHRONISATION TO TRUE ECONOMIC ENVIRONMENT , AND YOU PREACH THE WISDOM OF BUYING LLOY ?

I take it you're in windup mode again . I did warn Fleccy about BT . Why would WB invest in Lloy , when he'll get a safer return out of US 10 yr notes . Have you forgotten ALREADY that we're over the peak in the economic cycle . YIELDS ON BTL ! IN MY PATCH , ARE NOW SELLING FOR 5% , BUST TERRITORY , AND NEIL WOODFORD HAS BOUGHT INTO TW , CARELESS. !!!! ATB

I am humbled that you might consider my suitability in the running of our Customs post Brexit . If my business is anything to go by , the process will be very slick and efficient .

My systems won't allow "backstop position " to be viewed . Error at source or mine don't know , hence can't pass comment . ATB

It's down to EU to copy the Felixstowe model and implement random checks at Calais , Zeebrugger and Rotterdam . It works for us , but I can imagine with the EU loving beaurocracy , just to keep their non productive ilk in work , they will be very reluctant to implement such a productive means of trade. I am assuming DD and our TM already know the info posted by me today , hence why they're so confident about the advent of a hard Brexit , and are just exhausting all other avenues first .

Felixstowe demonstrates a seamless trade environment outside of EU. The same trade policies can be implemented with EU with tariffs paid at source . From memory , in my youth , there were only about 15 main border crossing points , all the others had large vehicle obstacles .I don't know if they are still there . Tariffs paid at source in Republic , with random checks on border should ensure compliance .

The purpose of that link , was to show we have seamless trade with nations outside the EU and Tariffs paid at source . Such a scenario can be replicated with EU . 1 to 2% random searches of containers is the accepted norm in all mass production environments , ensuring QC is adhered to .

Below is a must read for everyone , regardless of their perspective on Brexit. "But those peddling this alarmist nonsense should take a trip, as I did this week, to the end of the A14 � and then apologise. For here on the quayside at Felixstowe � Britain's largest container port by a very large margin � they deal with 25 times more trade than the entire North/South Irish border every year. Before my eyes, scanners and barcodes are speeding containers on their way. If they can do so here, they could surely help find a way to break the deadlock over tariffs? And remember, there is not a customs officer in sight. One Suffolk quayside handles �80 billion of trade a year � that is �77 billion more than the entire Irish border � without a glitch. Right now, I am surrounded by 50,000 containers stacked across an 835-acre site. Things are busy as you would expect, but certainly not hectic. The atmosphere is calm. Some of these huge metal boxes are on the way into Britain fully loaded, some on the way out. But all will move one way or the other as soon as the owners want them." http://www.dailymail.co.uk/news/article-5746801/Proof-Remainer-row-EU-Customs-Union-claptrap.html

Does that mean Eire will join UK in our own Custom Union ?

Re crossed wires , Saturday night doesn't help.lol ATB bud !

By that comment , I can only assume that your far end is constipated. 90% of the world's population live in the Northern hemisphere , of whom 50% will have been asleep during Wedding . Excluding Southern Hemisphere , that means <17% chose not to watch the event . I can only surmise they'd rather have spent the time tossing it over this BB.

BBC stated 2 BN folk Globally watching Wedding , that's 28% of our population . Absolutely amazing turnout .

Let's hope VOD doesn't become another CLLN and go down to 17p

LTI , Perhaps you could grace us with your in depth investing wisdom . LTI unit trust would surely be oversubscribed . DCB, Are our wavelengths converging ?

You have to stay head of the curve . "Morgan Stanley calls it �the end of easy,� that witching hour in global stock markets when economic growth is slowing, the Federal Reserve is tightening, and inflation is ticking up. After a long bull run, strategists the world over are getting nervous -- and watching for the top. And over in Tokyo, a warning is starting to flash. A feared rotation is taking hold, as investors dump the shares that propelled the good times, such as industrials and technology companies, in favor of an entirely different class of firms: those needed no matter how bad the economy gets. When investors become less optimistic about the future, the theory goes, that�s where they turn. Yoshinori Shigemi, a global market strategist at JPMorgan Asset Management Japan Ltd., has been to this rodeo before. And he�s alert to the danger. �No one can really tell whether global stocks will go into a bear market,� Shigemi said. �But when Japanese defensives outperform, it can be a leading indicator.�" https://www.bloomberg.com/news/articles/2018-05-17/a-warning-signal-for-global-stock-markets-is-flashing-in-japan

I'm no fan of Antonio , but what a blinder he's done to Barc , dumping Irish portfolio , at almost top rates , knowing their asset prices are going to halve upon Brexit . Like selling snow to Eskimos . This will be the highlight of his CV . I am concerned for anyone invested in Barc , $50 Tn in Derivatives on their books , just as we enter the final leg of the economic cycle . Freya , I'm glad to see , glass half full mentality , will help at least one person save some monies .HISTORY ALWAYS REPEATS ITSELF ? ATB ALL