Member Info for JohnLewis79

In my mid 70's so my horizon depends mostly on whether i can get out of bed in the morning! Limited... as i'm past my allotted 3 score & 10. At 63 your probably still working and could comfortably sit out a crash if we have one. Your personal finances savings, dividends, debts if any & mortgage will guide you. As i said i have no real savings or a mortgage or more than £6k in stocks atm. Unfortunately 90% of my share assets are now tied into a private Co with goodness knows what outcome? I'm not holding my breath.

If omens for the 9 year bull run are hardly bullish, how about this fact? Did you know that the mrk cap of the five bigest US stocks exceeds that of the entire UK Share Mrkt? It sure does. Fbook,Apple,Amazon,Msoft & Alphabet(google) worth more than the All Share....Unimaginable! If that aint bad enough the inversion of the yield curve often a predictor of trouble ahead (long term borrowing costs fall below short term costs) is quickly followed by a recession. It has not yet inverted but is flattening pointing to dark clouds ahead. Perhaps this is just the summer silly season but would you bet on it?

Entry to top 10 Aim mrkt caps is c.£700m, so long way to go. Idea would have to hit c.350p that's totally out of sight. Incidentally no 10 on the list had a t/o of £1.5bn / profit ( £46m). The top rated co is ASOS, revs £1.8bn profits c.£80m.

Small dead cat bounce in N.Y techs (+30). UK t350 (-8) & TM100 (uc). Sage (-1) & Mfocus (-29) on a dull day.

Another down 10 up 10 day for G share price as volatility returns to world mrkts, though yesterday was more of a dead cat bounce after the big falls seen on Mon. (Ftse +28 the Dow +30). OP steady ($76.57) after Trump insists countries must stop buying Iran oil or face the consequences. The Iranian Rial has lost c.50% of its value since Trump walked out of the nuclear deal trading around 40000 from 90000+ to a $. Asia mrkts are lower across the boards, TK (-74) though energy stocks are providing a backstop on Iran news. Shanghai hit intraday bear mrkt territory (-20%) from high and one of the worst performers off 14% ytd. Philippine and Vietnamese mrkts are already in bear territory. No Asian mrkt is in the plus column on a ytd basis as is the ftse & Dow. Talk of the 9 year bull run ending gathers pace on rate rises, indebtedness, global trade wars (especially), political worries, low growth etc...I guess i'm lucky as I have zero substantial profits to protect/lock in, if i had i sure would be going 70% cash. Should the worst happen you'll need a float to bottom fish, nothing better than buying a $ for 50c! There are just too many bad vibes out there for my liking especially the loose canon in Trump Towers. Safe than sorry that's where I'd be at! Of course I'm viewing matters from a very short time-frame those of you with 30+ years ahead of investing will take a more relaxed view and ride out the next downturn. Morning all.

Still waiting for the blockbuster announcement.....buying vols do little to move the sp...you figure out why. I think sentiment and the nos of new contracts being signed is backstopping the sp atm. The leg up to the next league could be a while away yet but it will happen and likely from US moves. No time like the present imo...

FFS!...

Posted....disappeared!

Crazy footy night! Prima-donna-rondo escapes a red after missing a pen & (on the brink of hitching their way home).....well he's the man...right? Can't have him sent to the sin bin! Still URU (my lot) would rather play Rondo than Spain still uneasy favourites in the knockouts I think. URU still a clean sheet though the books give them no chance of reaching the finals.

A poor day all round for techs...Idea excepted. Mfocus tanked 5% & Sage off 1.3% the 350 and TM100 down 2.3% and 1.6% respectively. The Nsdq took a hit off 2% on profit taking but expect 'dip' buyers to return today as Wall St called slightly better at open. Whatever, volatility is back with a bang, Vix... to near its long term av of 20, current 17 so still just in 'happy' territory as above 25 is in "fear".

Trade spats cont to dominate mrkt sentiment as all bourses took a hit yesterday the Dow off 400+ at one time closed off 328 with 1.3% and 2% falls seen on the S&P and the Nsdq. Asia is quiet mrkts c.0.50% down across the region fearing further restrictions on Chinese investments in US tech companies. London played catch up the ftse tanking 2% (7510) its largest fall in 4 months. The knock on effect of a full out trade war to the world economy could scupper mrkts and herald the start of the coming bear mrkt. The '87 crash came out of the blue the next one has been well flagged...take your pick from indebtedness to trade wars to a flagging bull and 'sods law'. Will Trump come to his senses in time to avoid damaging the US economy which he professes to make his 'America' first policy? Oil closed $74.90 as OPEC moves on easing of supply cuts work through the system. Day traders / shorters dont need any reasons to sell out of G ...a turn is a turn and i see nothing more than that to explain the share price lurch downwards from 290...excepted a softening of the OP. So, unless there has been some sort of Black Swan event I have missed ...the cash and hopefully further increases in oil production will see us over $300m in revs this year. That no hasn't changed in fact guidance could be higher especially if the $ stays strong c.$1.32 (a lot weaker at times last year up at over $1.40). Morning all.

Thanks for clearing that up Hasiba.. I had completely forgotten....must be going gaga in me old age....

Wots going on...one minute the post is on the next its disappeared!

Much as I'd like to take credit for that stock tip hasiba....there must be another JL parading on lse boards. It certainly wasn't this JL.

Mixed US stocks on Friday has fed over to Asia in an uncertain start to the week --- all 3 major mrkts are down on continued worries over trade/tariff tensions. Official close for oil was $75.53 (+3%) on agreement to raise production by initially 600kbopd later revised upwards to 1mbopd.. Ftse futures are off (44), the DJ (-100) pre mrkt opening and expect oil to take a hit today...current $74.27. Morning all.

Much as i would like to take credit for the tip hasiba, there must be another JL floating about on lse.....as I don't recollect tipping AQX or any other share recently.

Give the lowdn 227 JL 271 Klassic 279 Hasiba 282 H 285 Broad 288 Mrk888m 291 Bunks 294 Sparky 295 Sbuster 299 Lem 300 Giveinfo 302 Ocelot 310 Without 321 Rangor 339.

I'm off to bed..see you later guys.. Good sporting wk/end..Ireland, Scot win....Casey leads in the Travellers (not carrying my money)...PS...picked up near a £100 in Ascot shared bets (2&3 jnt)...so cleared an expensive few days.

Cheers for rubbing it in!...

I posted (wiped out by lse) I bet PAN with a 4 goal start....jeez i can pick'em...