Member Info for JohnLewis79

On Wall St stocks moved in opposite directions during trading yesterday. The S&P & Nsdq saw further gains while the narrower Dow pulled back. The tech heavy NSDQ rose 216 to a 3 month high boosted by 'Mag 7' counters as the 500 climbed 28 to a closing record (6979).

On the big board 12/30 gained on the session led by Cisco, Coca Cola & J&J. Also reporting better nos GM, HCA and Corning ($110) shot up 16% following a $6bn partnership announcement with Meta. Heading lower Boeing, Nike & Home Depot propped up the fallers.

Bigest loser on the Dow UHG fell $69 to $283 on flat 4Q revenues while grappling with higher medical costs and a $30bn reduction in funding over the last 3 years. Analysts expected an increase of c.5% in rates not the under 1% proposed.

Following a preliminary payment that fell way short of expectations for Medicare Advantages Humana slumped $56 to $207 along with 14% falls in Elevance Health and CVS.

The Fed is expected to hold rates at c.3•6% today after 3 straight quarter point cuts last year. The news has been overshadowed by the revelation earlier this month that the Justice Dept has subpoenaed the Fed as part of a criminal investigation into testimony Powell gave in June about a $2•5bn building renovation for the White House. This has been funded privately and through corporations which has raised legal issues.

Nyse data

Issues 2843

Advances 1501

Declines 1244

U/c 98

NH 219

NL 51

T/vol(tn) 1•5

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

DJ -409 (49,003)

SP +28 (6979)

NS +227 (25,940)

R2 -6 (1558)

WTI $63

10ytb 4•240%

----------

MSCI(W) +29 (4534)

Gold Bugs +13 (904) R

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

Latest :- Vix 16. Brent $67.

Gold $5246. Copper $5•980.

Palm $1067. Silver $115•380

$1•380. €1•150.

FF +10. DF +20.

Morning all.

Not much of a gold buff. I remembering selling all my parents silver dishes, cutlery etc years ago for about £600 from memory.

No idea what it would be worth today had i kept it. As for gold if you need the money sell, but I suspect you dont, so I would hold had i any gold bars, krugerrands or coins.

Sorry wrong board!

Share prices for travel and leisure companies for the month.

IAG -1%

E/Jet -7%

Jet2 -13%

Wizz u/c

Holiday & travel companies 1 month share prices.

IAG down 1%

E/Jet down 7%

Jet2 down 13%

Wizz u/c

Hi Pollack, longtime no see!! Agree 100% these are now in sub bargain basement territory. I continue to add when funds permit.

This morning 29 trades reported 22 of which were designated 'unknown'. Thanx for that lse, very informative.

Back in the day Morning Star

used to log every trade over the day until suddenly they gave up or were 'stopped'.

Shame as I found the nos of trades and prices very useful in assessing investor sentiment.

The gold price jumped above $5000 an ounce for the first time ever as Trump's chaotic policies and proclamations drive more investors to seek safe haven in the precious metal. Gold hit an all-time record of $5113 yesterday before profit taking eased the price to $5091.

News that Trump had threatened Canada with 100% tariffs if Ottawa made 'a deal with China' kept investors on tenterhooks. He said of the deal "China will eat Canada alive, completely devour it including the destruction of their businesses, social fabric and way of life" Carney responded by saying "Canada needs to diversify its trade portfolio to make itself less dependent on the US."

While the war of words continue global financial mrkts remain jittery. There are also fears of another shutdown after the Democrats threatened to cease funding for the Dept of Homeland Security after Fed Agents killed a man in Minneapolis on Sat.

With many analysts predicting gold will hit $6400 this year silver not to be outshined sets daily record highs above $110 due in part to supply issues and safe harbour demand. Silvers appeal as an asset has boosted demand, trasitioning it from a speculative trade to a strategic portfolio allocation particularly in Indian mrkts.

The gold- silver ratio which traders watch carefully tracks how many ounces of silver equal one ounce of gold. When the ratio falls silver outperforms. Robust industrial demand has been another key driver of rising silver prices this year.

On the Dow, 18 of the big board stocks rose yesterday led by Cisco ($77) up 3%, Apple & Caterpillar. Going down 3MCo off $3 at ($160) Boeing & UHG. Over 100 US companies worth a combined $20tn report earnings this week inc 4 of the 'Mag 7' names: Msoft, Meta & Tesla. Apple ($257) up $9 yesterday expects to report Q1 revenue 11% ahead of last year at $138bn.

Finally Fed officials are due to meet today & Wednesday to discuss the next rate move of which 8 are scheduled for the year. As mrkts signal its lack of confidence in the banking sector and USD resilience the Fed will have to tread warily bearing in mind Trumps animosity to Fed Chair Powell.

Latest :- Vix 16. Brent $64.

Gold $5087. Copper $5•886.

Palm $1055. Silver $110.00

$1•368. €1•152.

FF +29. DF -38.

Morning all.

Apologies for the screw up post. Who knows what the bloody lse decides to show?

Here at Calcutta-on- Thames MSi shares continue to fall albeit on low vols. Shorters / sellers have the field at their mercy egged on by the market makers hoping to drive the stock sub 1000p which is a distinct

possibility. I'm still holding cash as a back up.

Chasing stocks down the slippery slope is an absolute no-no! Your best taking your losses and moving on unless your a masochist like myself. Don't expect the company to come to your rescue if your trading the account hoping for a blockbuster new contract. It rarely happens when you need it!

So, is the stock headed sub 1000? For sure a possibility and could breach 900p if buyers continue to shun the shares. In that case I'd have to sell my Italian 1970 MV Augusta 500cc bike ridden by the late great Giacomo Agostini. (Just kidding folks)......

...... I came close to the iconic MV Augsta buying a very hard to find BSA 350 Gold Star in the late 60's which was very highly rated amongst bikers. Even in those days would top 120mph easily. I thought i was going to be the next Mike 'the bike' Hailwood who sadly died while driving to get fish'n chips. A lorry driver made an illegal turn smashing into his car killing him, his daughter and severely injuring his son.

The lorry driver was fined £100. Life was cheap in those days.

Here at Calcutta-on-

Thames MSi shares continue to fall albeit on low vols. Shorters / sellers have the field at their mercy egged on by the market makers hoping to drive the stock sub 1000p which is a distinct possibility. I'm still holding cash as a back up.

Chasing stocks down the slippery slope is an absolute no-no! Your best taking your losses and moving on unless your a masochist like myself. Don't expect the company to come to your rescue if your trading the account hoping for a blockbuster new contract. It rarely happens when you need it!

So, is the stock headed sub 1000? For sure a possibility and could breach 900p if buyers continue to shun the shares. In that case I'd have to sell my Italian 1970 MV Augusta 500cc bike ridden by the late great Giacomo Agostini. (Just kidding folks)......

...... I came close to the iconic MV Augsta buying a very hard to find BSA 350 Gold Star in the late 60's which was very highly rated amongst bikers. Even in those days would top 120mph easily. I thought i was going to be the next Mike 'the bike' Hailwood who sadly died while driving to get fish'n chips. A lorry driver made an illegal turn smashing into his car killing him, his daughter and severely injuring his son.

The lorry driver was fined £100. Life was cheap in those days.

Ytd figs for MSi at wk (5) as below.

1 month (-9%)

3 month (-11%)

Ytd (-7%)

52wk (+40%)

Asian mrkts are mixed at the start of wk 5 after Trump said a 'big force' was heading towards Iran. He refused to be further drawn. While concerns of fresh war threats unsettled investors news on the economic front was more positive. US consumers expect the Fed to leave rates unchanged at 3•75% for the next quarter.

Of particular note gold surpassed $5,000 for the first time ever boosted by record inflows of ETFs & central bank buying. Silver climbed above $100 and continues to build on its 147% gain last year. Currently gold is up $90 this morning at $5068 and silver up $6 to $107.

In Australia the ASX200 which contains the top 200 companies by mrkt cap is closed this morning to commemorate Australia Day and the 1788 landing of the First Fleet at Sydney Cove. Year to date the ASX200 is up 1•7% and over 52 weeks 5•4% ahead.

In Japan at the morning break the 225 hit a 52,780 low led by losses in heavyweight stocks, exporters and financials. Among major losers Fujitsu is down 7%, Socionext off 5% and Suzuki Motor & Nexon both down 4%. Heading higher Mercari and Furukawa Electric at

6%. Towards the close bottom fishers returned to trim losses. The 225 closing down 935 at 52,912 but 34% up over the past year.

Elsewhere in Asia Hong Kong is down 48 after 3 days of gains in the previous week. The Hang Seng is up 4% this year. In Shanghai the market is up 5 in desultory trading. Their has been a big outflow of funds investing in Chinese securities listed on US exchanges, which revealed an exodus of c.$48bn this week. This appears to confound relatively bullish sentiment on the mainland where the SHCOMP has started the year up 4% and 94% over 52 wks.

Others in the Pacifica region are mostly ahead ignoring falls on the Nikkei 225. Taiwan ended 93 better some 11% ahead this year while Seoul's KOSPI Comp the best performer in Asia is up 18% and 94% over 1 year.

Latest :- Vix 16. Brent 65.

Gold $5083. Copper $5•916.

Palm $1038. Silver $107•62

$1•366. €1•153.

FF +4. DF -80.

Morning all.

If you want to raise your heartbeat and get sweaty palms watch Alex Hornung reach the top of Taipei 101 sky scraper with no ropes or safety parachute. An amazing feat.

Ok, hope you did well! I haven't subscribed i just read his somewhat convoluted news letter from time to time..

a flat week for msi holders the shares gained 35p to 1345. vols must have been much better if all those 0 unknown trades are anything to go by! however on the year msi is still 109p down (7•5%).

seems investors still haven't got over the slightly disappointing h/y report skewed by 'revenue' recognition. hopefully these will return to normal come the year end. not sure £22m for the (f/y) is on the cards but i'd be disappointed if it was anything less. other uk defence companies out pacing msi include:-

cohort +29%

bae +15%

bab**** +15%

quinetic +18%

serco +11%

rheinmetal +14%

melrose +4%

senior +24%

Morning lufc4eva did you by any chance mix up MSi with ME Group International as I couldn't find any comment regarding MSi on the naked trader board?

A mixed close on Wall St yesterday saw the Dow tumble 285 to 49,099 while the 500 & Nsdq gained 2 & 87 respectively. The Russell 2000 which has led the gainers board this week fell 28 to 1563.

Dow stocks were split 16 fallers to 14 gainers. The fallers were led down by Goldman off $36 to $919, Caterpillar & WD. Heading up Msoft put on $15 to $466 with Amazon & Nvidia close behind.

Over the week the Dow fell 260, the S&P was off 24, the Nsdq added 76 and the small caps were 7 points adrift. The Dow is forecast to open lower next week despite Trump saying the Nato deal will give him total access to Greenland.

Gold and Silver have been on a rollercoaster ride this year where prices are on track to record their bigest gains since 1979. The gold price has soared 60% hitting new highs of $4983 on Friday. At the same time silver hit $103 also an all-time high. US & UK Govt debt will encourage investors to stay bullish on gold & Silver.

European leaders welcomed the winding down of tensions with Washington over Greenland but were shaken when Trump cast doubts on Nato's commitment to the US. Trump claimed allied troops who came to America's aid after 9/11 stayed 'off the front lines' in Afghanistan. A ridiculous and insulting comment by Trump considering over 450 allied troops lost their lives fighting the Taliban. This will run and run as pressure is put on Trump to apologise for his crass and inaccurate comments.

Wk 4

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Nyse data

Issues 2845

Advances 1092

Declines 1659

U/c 94

NH 173

NL 21

T/vol(tn) 1•10

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

DJ -285 (49,099)

SP +2 (6916)

NS +87 (25,605)

R2 -28 (1563)

WTI $61

10ytb 4•233%

----------

MSCI(W) +5 (4508)

Gold Bugs +13 (884)

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

Close :- Vix 16. Brent $65.

Gold $4983. Copper $5•937.

Palm $1030. Silver $103•28.

Yen 156. Yuan 6•97

$1•364. €1•153.

FF +6. DF -86.

Morning all.

Worth noting Group operating profits were c.16% whereas defence alone is c.21•5%. Add what the company might realise for the non defence parts could certainly boost profits and revenues in 2026/7 and make MSi an attractive addition to any acquirer. Time frame is not crucial. The company is set on getting the best price be it tomorrow or next year.

Wk 4

Nyse data

--------

Issues 2837

Advances 1724

Declines 1045

U/c 68

NH 302

NL 14

T/vol(tn) 1•20

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

MSCI(W) +30 (4500)

Gold Bugs +36 (872)

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

Latest :- Vix 16. Brent $65.

Gold $4955. Copper $5•824.

Palm $1032. Silver $98•910.

$1•345. €1•149.

FF -6. DF +50.

Trump gave investors a reprieve from tariff concerns as part of his bid to acquire Greenland from Denmark. After a sell off yesterday US stocks rebounded when he said he would abandon his plans to impose levies against European allies. He commanded the stage at the World Economic Forum delivering a bold address that reaffirmed America's leadership on the world stage and charted a decisive path forward for Western nations.

On a more personal note he is suing JPMC for $5bn due to the bank closing his account over his actions during the Capitol riots. The lawsuit in Miami-Dade County, Fla is his latest salvo against the bank & CEO Jamie Dimon who he has accused of discriminating and blacklisting him from the banks' wealth management business.

Meanwhile as Trump & GS continue their spat the Dow blasted higher off the days low of 49,202 to 49,607 as 22/30 stocks posted gains. The 2 day surge in equities helped recover the mrkts sharp losses of Tuesday. 3MCo, Salesforce and P&G led the risers board. Heading down Merck, Walmart & IBM were the main losers. At lunch the Dow had gained over 400 points and was in sight of an all-time record high of 49,590. The S&P ended at 6913 just short of a 52wk high 6986.

Gold and silver continue to hit new highs yesterday after Trump stepped back from threats of EU tariffs. Goldman raised its year end gold price forecast to $5400 per ounce driven by pis and emerging markets buyers. An environment of uncertainty is positive for a safe haven asset like gold which traded at $4950 this morning up 14% ytd.

Silver buyers have pushed prices to near $100 an ounce by a speculative frenzy and fomo. However as geo politics intensify buyers of both commodities see nothing but higher prices this year with some forecasting silver could hit $140. Currently up 39% this year at $98•770.

Morning all.

Buys outpacing sells by 2•5x to 1 might explain the 120p rise in the sp? Happy to see investors ratcheting on to the value. Never considered selling so those who did early doors (1170-1210) must be well miffed off! Day trade, expect to take the the good with the bad as i'm sure most do. It's a risk I don't want to take.

Given nobody knows how the shares will react to events best do nowt and sleep easy. Unlike the ponies tomorrow is another day!