Member Info for nomlungu

Long article... well informed as all their writing is:

https://www.foreignaffairs.com/united-states/americas-most-dangerous-dependence

Https://www.ft.com/content/2b0a4b5c-3d0b-4a08-84ce-e52236b5c120

---or---

https://archive.ph/nsS7F

"The government’s primary goal is to shift more of the UK’s substantial ISA savings-currently dominated by cash ISAs, which hold around £300 billion-into equities, thereby fostering a stronger culture of retail investing and supporting the UK economy. This follows mounting pressure from City firms to cap the amount that can be held tax-free in cash ISAs, with some proposals suggesting a reduction of the cash ISA allowance from the current £20,000 annual limit to as low as £4,000."

Buying 2nd hand shares just pushes share prices up... it is not new investment in companies.

Eric Topol interviews Tyler Cowen

https://erictopol.substack.com/p/tyler-cowen-the-prototypic-polymath

Trump UK Deal INSTANTLY BACKFIRES as US Auto REVOLTS

https://www.youtube.com/watch?v=joQp9zd_NaE

They think Trump xxxxed-up.

The Trump administration continues to seek out practical—and creative—avenues to bring Greenland into America’s geopolitical orbit, despite repeated Danish rejections.

Sources speaking to Reuters have revealed that White House officials are exploring a Compact of Free Association with the Danish territory, an arrangement currently used with Pacific Island nations such as Micronesia, Palau, and the Marshall Islands.

Under a COFA deal, the U.S. would provide Greenland with essential services, military protection, and largely duty-free trade, though the island would maintain its independence.

https://www.thedailybeast.com/trump-cooks-up-a-new-plan-to-get-greenland/

RampersDelight™

Eric Topol - 'A Doctor’s Science-Backed Formula for Aging Better'

https://www.wsj.com/health/wellness/health-habits-advice-super-agers-b12ef81e?st=a9xtor&reflink=desktopwebshare_permalinkThe

I hold Eric Topol in very high regard...

ALICE detects the conversion of lead into gold at the LHC

https://www.home.cern/news/news/physics/alice-detects-conversion-lead-gold-lhc

https://www.youtube.com/watch?v=-GwWra1sQgo

3 words to describe US: Love, strength and respect.

My maths says that is 4 words

Trump sidelines Netanyahu in Middle East policy as relations deteriorate

https://www.israelhayom.com/2025/05/08/trump-sidelines-netanyahu-in-middle-east-policy-as-relations-deteriorate/

Site owned by the family of Sheldon Adelson... his wife gave Trump $100m so I think it will be trustworthy in the sourcing of the story.

BREAKING: In a completely unhinged moment, Trump threatens the “country” of Mattel Toys with a 100% tariff if they counter his policies. He threatens that they wouldn’t be able to sell one toy in the USA. Is Donald Trump deranged?

https://x.com/CalltoActivism/status/1920506140091146371

#Senile

Trump’s Worst Idea Since Tariffs - The President is pitching a plan to outdo Democrats on drug price controls.

https://www.wsj.com/opinion/republicans-drug-prices-most-favored-nation-donald-trump-medicaid-7b48dbcd

===or===

https://archive.ph/2SrGg

Capping what Pharma can charge would not be good for the share price....

Laid the accent on thick and rump is so happy he is dealing with toffs / royalty

Small-cap Investing with Paul Hill and Paul Scott - about to start

https://www.youtube.com/watch?v=ZnP54ICud8I

'They must know, like investors do, that this company is going to bounce back massively on announcements and releasing the audit report.'

No - the 'trolls' are doing a victory lap... The share price dropped over 99% and the company is suspended. What more evidence do you need that you have backed a loser?

Not sure what happened to the rest of the post but basically Shein and Temu are ramping up UK advertising seeking to fill the hole created by the US tariffs. If you want cheap stuff from China [I want some fishing stuff] by now before the UK closes the de minimus loophole [£135 before taxes are applied] as our high streets are going to start to suffer even more and the Chancellor will have to close said loophole.

Is there going to be a mini price war across the UK high street, fast fashion (re Primark, Boohoo, ASOS, etc) and consumer discretionary industries (re home furnishings eg Dunelm)?

You see the Trump administration's ban on the "de minimis" rule (ie

Trump says he will hold a major news conference on Thursday at 10 AM in the Oval Office.

Seems to be an outline of a framework for a possible deal... Starmer backs off on digital taxes and Trump drops some tariffs but the general 10% stays. Expect US markets to react badly if Trump overplays his hand, so he might back down further in a few weeks after gaining more concessions from the UK (even if he is just making stuff up to save face with his MAGA base).

Reform UK is a 'cult', says suspended councillor

https://www.bbc.co.uk/news/articles/c9qw8qd5lvno

In a statement on Monday, Edmunds described Reform UK as "at war with its own grassroots".

"How else to explain Farage's completely unwarranted attack, yet again on those of us who have been calling for more democracy within the party, made during the VE Day celebrations coverage?" she asked.

She added Reform UK leader, Nigel Farage, said he "demands loyalty," but loyalty wasn't "won by demand but by earning it".

Edmunds said she remained loyal to grassroots party members but could not stand silently by "as the cult's leader wages war against them".

"Farage has shown absolutely no loyalty to hundreds of hard working party members across the country, who have dedicated themselves to building Reform up to be an election winning machine," she said.

"On the contrary. he treats them with contempt, regularly casting them aside to be replaced by 'yes men' who are willing to display sycophantic loyalty."

#happydayz

Can Nigel Farage's Reform Do More Than Complain?

https://www.bloomberg.com/opinion/articles/2025-05-08/can-nigel-farage-s-reform-do-more-than-complain-and-deliver

European City Reacts to Trump's DEI Ultimatum

https://www.newsweek.com/european-city-reacts-trumps-dei-ultimatum-2068974