The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Ah yes, the secret to every successful invasion...let them know when you're coming, ffs!
I wasn't buying the 'media stoking a war' narrative, but I am now.
Russia is playing hardball, that's what it does. But there's a fine balance between appeasement, cowardice, pride and defending your own position and friends.. the media is doing nothing to help and everything to destabilise.
They've gotten so used to setting the agenda of events - rather than reporting on them - that I am unbelievably (for me) actually getting to the point where I think they need to be independently controlled.
Some might want to look elsewhere for their 'news', rather than the defunct (and soon to be defunded) BBC and melodramatic jingoistic US news corporations...
https://www.aljazeera.com/opinions/2022/2/9/no-russia-will-not-invade-ukraine
CTC
Agreed. ANY investor should be prepared to listen to any counter argument to their investment decision, indeed it's healthy to do so. But you are are right, that most have a clear agenda and are not worthy of real consideration.
I have yet to read a reasoned position explaining the Bod position vs RNS vs action 'on the ground'.
If anyone is able to 'join ALL the dots' and convince me I'm backing a scam etc then I will sell sell my holding and move on.
https://twitter.com/ACFER01/status/1491002660559990785?t=Bv9fLdoKurbYGXe3fLGZjw&s=19
.#EUA $EUA today's RNS 8 Feb 22 geology announcement is supportive of our analysis and valuation range and we do not capture #cobalt or #silver in our forecasts or metals basket. https://t.co/YyMSepSOC9 #ACFEquityResearch @eurasiamining @ZaksTradersCafe https://t.co/ee1a2zq8dX
The issue here is not 'can only be accessed by the super rich" per se, more that most people pay tax on income, which is all but unavoidable.
Tax on wealth is very avoidable.
The argument goes something like...
"We don't want to tax your wealth too much (pension, property, savings etc) as you've already paid tax once". However, the rich don't work, don't have 'income' and have built a system that looks after them, not for those of us in the wage cage.
Yep, be hanging around just in case (as usual), but yes Tilly, looks like we're in for a full weekend of bot bo11ox. They won't be happy until they get their short closed in the 'teens.
Come on EUA, set them ablaze!!!
Don't understand this argument at all. If we were selling to a Ukrainian business or our assets were there, then yes.
History shows us business actually accelerates during time of war, not come grinding to a dead halt?
Good post LB
Just to add, I know it's been talked about before, but here's a good vid on the future opening up of the Northern passage. Focus is on oil, but gits the minerals narrative just as well...
https://youtu.be/pvy9usF7ohE
Hi Les
Sorry to hear of Mrs Les' diagnosis. Sincerely hope the treatment can still give many years of relative good health and quality retirement time together. You still have each other, and your sons, that's important in the fight ahead.
Good luck
(Toon, I sincerely hope you stick by that intention)