Member Info for JohnLewis79

Lucky you going to the Test....i won't give the Dirty Digger any of my money. Radio is a good substitute! which i shall be glued to...

You have done much better than me on your Aim dabblings!

Asian stocks are trading higher this morning despite big falls on the Street last Friday where the DJI slumped 770 points. Apple hit a 2 wk low slipping into 3rd place in the bigest company stakes behind Msoft ($3•530tn) & Nvidia $3•462 tn).

This morning gains in energy and miners following a spike in commodity prices have boosted overseas markets. Many fear the war could drag in other countries forcing the US to enter the conflict. According to 'sources' Trump has explicitly forbidden Netanyahu to take out Supreme Leader Khomeini.

In Sydney the ASX200 trades moderately higher at 8500 as gains in iron ore, miners & energy are partially offset by losses in financials. Bigest gainer Tourism Holdings rocketed up 50% following a conditional take over approach from a private equity consortium. In late trade the ASX200 is off 3 points and 5% up on the year.

In Japan the Nikkei trades significantly higher with gains across most sectors led by blue chips and techs. The 225 closed the morning session up 360 as investors bought into banks, autos & exporters. During the afternoon investors piled back pushing the 225 up near 500 points but still 4% down on the year.

Elsewhere in Asia, NZ, China, HK, SK and Indonesia are all ahead bucking falls in America on Friday. Crude oil rose strongly last week due to fears of supply disruption, ME tensions and Gold is steady at $3429 as Israel's preemptive strike triggered a sell off in equity mrkts.

Next week Aim marks it's 30th anniversary. Since it's inception 4000 companies have embarked on their public journey raising £136bn in the process.

Latest :- Vix 18. Brent $75.

Gold $3417. Copper $4•797.

Palm $914. Silver $36•280.

$1•355. €1•174. 10ytb 4•43%

FF +1. DF +60.

Morning all.

Stocks were badly bruised as Israel traded missile strikes with Iran. The DJ tumbled 770, the 500 fell 68 and the Nsdq lost 282 as the sell off gathered momentum throughout the session. Yet Stocks managed to to end the week little changed overall.

Iranian missiles rained down on Tel Aviv & Jerusalem in retaliatory action for Friday mornings surprise aerial assault on Iran's nuclear sites. Overnight Israel resumed bombing selected military installations some buried deep underground.

Israel is sending a message to the Iranian people that regime change is coming as many of the top ranking officers have been killed and we are not at war with the Iranian people but the relgious fanatics running the country, whose avowed intent is to wipe Israel off the face of the earth.

Israel is in for the long haul determined to cripple Irans nuclear ambitions while the international community urges restraint, even Putin is ready to provide mediation services. The US must not be dragged into a war that does not serve its interests. The American people are sick and tired of these endless wars.

Historically the stock market has been resilient in the face of geo political shocks. Prior events have led to total average drawdowns of c.5% for the S&P and the average time to reach mrkt bottom is 19 days and to recover losses 42 days.

The main worry for investors lies with Iran potentially closing the Strait of Hormuz

choking off global oil & gas deliveries. Any such action could send the oil price over $100. In 2008 Brent crude hit its highest ever at $147 as the global financial crisis was beginning to unravel.

Gold surged nearly $50 to $3449 it's highest level since April and nearing it's all-time high of $3500. In contrast the USD closed the week at its lowest level since 3/2022 leading some mrkt watchers to speculate the greenback is losing its roll as the reserve currency backbone of global finance.

Ten of the eleven S&P sectors fell on the week energy being the only winner as crude jumped $6 to $74 a barrel. On the top 30 leaderboard only 2 stocks posted gains, Chevron & J&J while newcomer Sherwin Williams sank $20 topping declining stocks.

Nyse data

Issues 2841

Advances 552

Declines 2247

U/c 42

NH 44

NL 60

T/vol(tn) 1•14

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

DJ -770 (42,198)

SP -68 (5977)

NS -282 (21,631)

R2 -25 (1294)

WTI $73

10ytb 4•406%

----------

MSCI(W) -44 (3901)

Gold Bugs +7 (432)

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

Close :- Vix 21. Brent $75.

Gold $3430. Copper $4•751.

Palm $906. Silver $36•370.

Yen 144. Yuan 7•17.

$1•357. €1•175

FF -10. DF -35.

Morning all.

Boeing is getting a lot of flak but for clarification the plane was powered by GEnx-1B engines and not as some have speculated RR ones. As of this morning the cause of the crash is still unknown.

Israel's strike against Iran's nuclear facilities sent stock markets in Asia into a tailspin this morning. The Nikkei is off nearly 500 points dragging down other major indexes across Asia and Pacifica into the red.

Overnight Wall St had a quiet session with stocks closing slightly better on the day helped by shares in Oracle ($200) surging 13% as Q4 nos beat forecasts. The company said cloud services were expected to grow 70% next year. Larry Ellison founder, said Oracle will be the no 1 builder and operator of data service centres.

Eleven of the Dow 30 stocks fell led by Boeing, 3M and Verizon. Boeing fell $10 to $204 due to the Air India crash. The Boeing 787 Dreamliner slammed into a medical college in Ahmedabad killing 242 on board the flight. Incredibly 1 person survived the crash. Many lost their lives as parts of the plane tore through a housing estate bordering the airport.

Israel's attack came well after the US had closed and indications from Dow futures are pointing to a turbulent session today as Iran gear up to retaliate.

Nyse data

Issues 2838

Advances 1570

Declines 1183

U/c 85

NH 72

NL 26

T/vol(bn) 0•99

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

DJ +101 (42,968)

SP +23 (6045)

NS +53 (21,913)

R2 -5 (1320)

WTI $75

10ytb 4•346%

----------

MSCI(W) +15 (3945)

Gold Bugs +6 (425)

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

Latest :- Vix 18. Brent $76.

Gold $3421. Copper $4•799.

Palm $914. Silver $36•420.

$1•354. €1•175.

FF -42. DF -590.

Morning all.

Dreadful news on the air crash in India which includes (53) UK citizens returning to Britain. Police confirm there are no survivors from the plane which hit a building short of the runway before crash landing. The death toll is likely to rise considerably in the coming hours.

Now now rugs....a few more than that, not a lot!!

A small drop in the mrkts which are ripe for profit taking sent MSi down to 1180 earlier. Very much doubt it's MSi specific with F/Y nos due late June. Only the very nervous or margin worriers are sellers imo.

On such low buy /sell vols i took the opportunity to have a small top up.

Following broadly negative cues from the US, Trump said he and Xi Jinping 'are going to work closely to open up China to American trade.' Trump added a framework with China has been completed with Beijing supplying full magnets and any 'necessary rare earths' up front while the US will permit Chinese students into its colleges & universities.

US commerce Sec Lutnick indicated both sides agreed to lift export controls on key goods and technologies. "We are getting a total of 55% tariffs China is getting 10%" Trump added. Relationship is excellent. He also said he plans to set unilateral tariffs in 2 weeks to pressure countries into trade deals.

However signs of geo political tensions are weighing on investors. Irans defence minister has threatened that Teheran would target US bases regionally if attacked. This spooked US embassy staff who are now being evacuated. No doubt US warships are being moved into the Persian Gulf.

Markets were quiet as most of the big companies are already into Q2 and the 500 trades just below its Feb high as most traders have already placed bets. Of the 11 S&P sector indexes 7 declined led by consumer discretionary and materials. On the Dow, 10 of the top 30 rose led up by UH, IBM & GS while Apple, HD & Amazon propped up the laggards.

Issues 2847

Advances 1292

Declines 1467

U/c 88

NH 66

NL 19

T/vol(tn) 1•1

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

DJ -1 (42,866)

SP -17 (6022)

NS -81 (21,861)

R2 -8 (1325)

WTI $68

10ytb 4•409%

----------

MSCI(W) -6 (3929)

Gold Bugs +4 (418)

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

Latest :- Vix 17. Brent $70.

Gold $3374. Copper $4•817.

Palm $915. Silver $36•500.

$1•358. €1•179.

FF -36. DF -140.

Morning all.

After 2 days of high level talks in London, US & Chinese officials agreed a 'framework' to move forward on trade talks which will have to be approved in Beijing and Washington. US stocks have rebounded from April lows to near record levels despite a downbeat note from the World Bank who cut global growth by 0•4% to 2•3% for this year.

The Dow gained 105 during the session climbing off days low of 42,710 led up by Niike, Disney & Merck. Going down Salesforce, McDonald's and Travellers. Bigest gainer on the day shares of biochemical company Ismed ($90) jumped 29% on good results from its Phase 2 drug trial which significantly reduces blood pressure in the lungs.

Others to catch the eye inc Google ($180) up 7% this week outperforming the broader mrkt indexes after stellar Q1 nos. Google revenues surged past $90bn and net income was up 46% to $34•5 bn as scaling it's Ai innovations has seen monthly users pass 1•5 bn. Googles formidable financial stability provides ample resources to fund its Ai ambitions as it plans a $75bn capital spend while buying back c.$70bn of stock.

Ten of the eleven sectors posted gains on above average vols of 18•5 bn traded. The S&P posted 12 new highs, 2 new lows while the NSDQ recorded 75 new highs and 45 new lows.

Nyse data

Issues 2848

Advances 1768

Declines 994

U/c 86

NH 51

NL 17

T/vol(tn) 1•0

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

DJ +105 (42 ,867)

SP +33 (6039)

NS +144 (21,942)

R2 +9 (1333)

WTI $65

10ytb 4•470%

----------

MSCI(W) +16 (3935)

Gold Bugs -7 (415)

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

Latest :- Vix 17. Brent $67.

Gold $3338. Copper $4•894.

Palm $914. Silver $36•750.

$1•348. €1•181.

FF -15. DF -100.

Morning all.

RR selected to build 3 small modular reactors in the first of a large scale building project expected to last many years. A great vote of confidence for British engineering. Fingers crossed we will also receive MOD work for our anti-drone and gun capabilities.

Nyse data

Issues 2842

Advances 1753

Declines 996

U/c 93

NH 75

NL 15

T/vol(tn) 1•02

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

DJ -1 (42,762)

SP +6 (6006)

NS +36 (21,798)

R2 +12 (1324)

WTI $66

10ytb 4•485%

----------

MSCI(W) +4 (3919)

Gold Bugs +3 (422)

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

Latest :- Vix 17. Brent $67

Gold $3314. Copper $4•875.

Palm $927. Silver $36•635.

$1•354. €1•188

FF +4. DF +8.

On Wall St stocks turned in a lack'lustre performance yesterday though the Nsdq reached a 3 month closing high of 21,768 still some 425 points short of its all-time best (22,222). Mrkts are expected to have a quiet summer. Since hitting its April low the 500 has climbed 20% led by a swift rebound in communication services, techs and consumer discretionary.

This week will see major data releases of May consumer prices on Wed & initial jobless claims on Thursday. Investors expect the Fed to keep rates u/c. Next week investor focus will shift to see if there are any signs of a pick up in inflation as Trump tariffs risk raising prices.

On the Dow, 13 companies posted gains led by Boeing, Amazon & Disney while Apple, Nike & Travellers led the fallers. In corporate news Apple ($201) fell 1% amid a lack of any Ai announcements from its WWDC event in Vegas. Quaalcomm ($155) gained 4% on its $2•4bn acquisition of Alphawave but shares of Big Mack ($305) dipped after MS downgraded the fast food restaurant to 'equal weight' from 'overweight.' Amazon ($217) put on $4 after reporting it will invest $20bn in data centre infrastructure projects in Pennsylvania.

The S&P posted 16 new highs and 4 new lows on the day. Vols on US exchanges were light with 17•1bn traded. All 3 major indexes remain below last year's closing highs but slightly up ytd. The Russell small caps are down 6% and have lagged the big caps for years.

Morning all.

Asian mrkts led by Japan are trading higher at the start of wk 21 following positive cues from Wall St on Friday where the Dow closed up 441 and the S&P put on 61. Trade tensions are easing as delegates agreed to further talks. Better than expected US jobs growth in May also helped to offset worries about the strength of the US economy which continues to add jobs and outperform the doubters.

However almost panic stations on Wall Street about the huge national debt is beginning to undermine investor confidence in Trump policies as he continues to meddle in the running of the economy under the Federal Reserve. Several Republican Senators are threatening to block his current spending plans.

Moody's expect the federal debt burden equivalent to 98% of US GDP last year to rise to 134% of GDP by 2035. Under Obama in 2008 it stood at $14•46tn, last year it ballooned to $35•46tn. Elon Musk has predicted the US will be in recession next year as successive US Administrations & Congress have failed to agree measures to reduce the trend of large annual fiscal defects and int rate costs.

In Australia the stock mrkt is closed for King's Birthday having ended down 23 on Friday at 8516 some 100 points short of an all-time high. In Tokyo the 225 is significantly higher trading above the 38,100 at the morning close. Industry heavyweight Softbank is up over 4% and Advantest gaining 5%. Banks are in demand. Canon & Mitsubishi are up more than 2% helping exporters.

In economic news Japan's GDP was flat but posted a current account surplus of 2•258tn yen in April. Elsewhere in Asia S.Korea and HK lead other exchanges higher. Shanghai, Singapore, KL and Taiwan are all better while Indonesia is closed for a local holiday.

Latest :- Vix 17. Brent $66.

Gold $3312. Copper $4•852.

Palm $923. Silver $36•180.

$1•355. €1•187. 10ytb 4•49%

FF +1. DF -60.

Morning all.

Much better week for MSi shareholders as the stock put on 130p to an all-time closing high of 1310-1330 some 44% up this year.

Couldn't track volumes or trades as they are unreliable. Suffice to say up coming finals and strategic priorities could be the most important for holders for many a year.

Meanwhile comment from Lex in the FT supports the view Defence will be a big beneficiary of Govt monies over the next few years some of which should trickle down to MSi.

Sp 1310-1330

1/25 910

H 1310

L 770

7/88 113

--------

Ytd

MSi +44%

100 +8%

250 +3%

All +7%

Aim +5%

Vix -3%

---

Gold +26%

Oil -11%

Palm -17%

---------

DJ +0•5%

SP +2%

NS +4%

R2 -7%

Morning all.

Nyse data

Issues 2848

Advances 1914

Declines 855

U/c 79

NH 83

NL 12

T/vol(bn) 0•99

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

DJ +443 (42,763)

SP +61 (6000)

NS +214 (21,762)

R2 +16 (1312)

WTI $65

10ytb 4•512%

----------

MSCI(W) +25 (3915)

Gold Bugs -13 (419)

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

Close :- Vix 17. Brent $67.

Gold $3308. Copper $4•832.

Palm $925. Silver $36•130.

Yen 145. Yuan 7•19

$1•353. €1•187.

FF +10. DF +26

Morning all.

Nyse data

Issues 2834

Advances 1376

Declines 1376

U/c 82

NH 76

NL 16

T/vol(tn) 1•03

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

DJ -108 (42,320)

SP -32 (5939)

NS -174 (21,547)

R2 u/c (1296)

WTI $63

10ytb 4•394%

-----------

MSCI(W) -14 (3890)

Gold Bugs +4 (432)

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

Latest :- Vix 18. Brent $65.

Gold $3371. Copper $4•938.

Palm $922. Silver $36•245.

$1•357. €1•186.

FF -9. DF +160.

A very public war of words between Trump and Musk sent shares in Tesla tumbling $47 to $285. Since Trump and Musk began their verbal war shares in Tesla have lost c.$150bn and Trump has threatened to turn the Fed government against Musk's companies by terminating Govt subsidies and contracts.

Stocks were on the back foot from the bell despite Trump describing a phone call with Xi Jinping as 'very good.' The two teams will be meeting shortly at a location to be determined.

Investors will now focus on the Labour Dept monthly jobs data report due later today. Economists exp employment to increase by 130,000 in May after the 177,000 in April. The unemployment rate is forecast to hold at 4•2%.

US stocks fluctuated over the session but ended the day down 108 in lack'lustre trading. Only 10 of the Dow 30 gained (Salesforce, GS & Msoft) heading lower UH, P&G and Walmart.

Gold prices rose and are on course for a weekly gain as the USD faced a wkly loss. Oils were slightly lower but headed for their first gain in 3 as optimism over peak seasonal demand offset concerns about over supply.

Morning all.

Nyse data

Issues 2841

Advances 1377

Declines 1374

U/c 90

NH 83

NL 9

5/vol(tn) 1•02

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

DJ -92 (42,428)

SP u/c (5971)

NS +59 (21,722)

R2 -3 (1296)

WTI $63

10ytb 4•371%

----------

MSCI(W) +9 (3904)

Gold Bugs +5 (428)

----‐-----------

Latest :- Vix 18. Brent $65.

Gold $3362. Copper $4901.

Palm $930. Silver $34•735.

$1•355. €1•187.

FF -8. DF +1.

Morning all.

Don't want to jinx the share price but over the periods below the shares have out performed my expectations. No doubt the Govts decision to increase defence spend has been the main driver of the renewed interest in MSi. As the company rarely blow their own horn the nos speak for themselves.

1 Day +30

5 Day +65

30 Day +180

180 Day +155

Ytd +285

1yr +210

5yr +1085

Max +1102

Issues 2841

Advances 1924

Declines 850

U/c 67

NH 81

NL 31

T/vol(tn) 1•1

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

DJ +214 (42,520)

SP +34 (5970)

NS +171 (21,663)

R2 +21 (1300)

WTI $63

10ytb 4•453%

-----------

MSCI(W) +13 (3895)

Gold Bugs +1 (423)

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

Latest :- Vix 18. Brent $65.

Gold $3349. Copper $4•883.

Palm $926. Silver $34•725.

$1•352. €1•189.

FF +9. DF -14.

Morning all.