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BT will be a good defensive play

If there is "carnage" and "turbulance" ..then personally I do not see any defensive plays in Telecoms ...myself ..

There wont be strong buyers but there will be sellers , with any buyers only wanting to buy... cheaper ...IMO

Why would you buy and keep prices stronger with carnage and turbulence around you ??

I also dont see Sunak and Hunt working against the money markets ..they wont stand a chance and they already know that...and those two know the money markets anyway

IMO

I think the market today looks like it is betting that the US jobs numbers will show some weakening , taking some pressure off the 10y and 2 y yields

Depends how they want to present the numbers ...the Q1 GDP drop could mean fewer job openings etc

Stupmy

I agree with you.... timing the market ....

yes...Japan .... a professional would not seriously bad time that market, simply because it is largely connected to the changing value of the YEN ,interest rates and the role of BoJ etc ..which any professional knows ... so you certainly would never just dive in , with some kind of "time in the market" idea, within a peak bubble kind of environment, unless you are a very inexperienced private investor , I guess

It is the same with emerging markets which tend to be cyclical based on currency,lending rates and whther Dollars are flowing into them or out

" Brokers use our shares to lend them to short traders, but apparently it is possible to request your broker stop doing it, and to recall any shares already used for that purpose from our account "

I suspect you need to read the small print in your contract with your broker in terms of whether they actually do lend out and whether you can actually do anything in terms of changing their stand point ... having an account normally means that you agree to whatever their position is on the matter !!

shorting helps liquidity

Savage

I see a BOE hold and mixed views on a potential rate cut date , from the minutes .... nothing beyond what the markets have already assessed .....

Needs the next inflation data to show pressure easing on inflation, which then eases pressure on wage demands

Bailey seems to suggest from recent comments that he is expecting a CPI drop in the April figure released later in the month

For me.... it is the wage demands that the BoE is keeping a firm eye on .... there seems to be where the battle lies ... I guess if folks see more money in their pockets from other areas then the wage increase pressure should ease

IMO

" Can the same share be shorted more than once? "

Yes, ...but..you have to remember that...you only establish a short seller by first finding a long buyer who is willing to buy the shares sold by the short seller , which then create the trade

so..in effect short selling is creating more long players ..not less ( original long owners and now new long buyers)

In reality the higher the % short, the more the number of long players ...because you need buyers to sell the borrowed shares to

so..in effect shorting is creating more long positions than there are shares outstanding ..if you have 100% short , you actually have 200% long ...the original owners and the new buyers of short sold shares ...hence creating the pressure build up for a potential short squeeze

Apple Results : - the 8.1% drop in China sales was not nearly as bad as consensus expected, which fear a double digit drop was coming. The CFO said that the China concerns were overblown. “We were happy with our results in China,” he said. “The reality is different from maybe what you read at times.”

Here it really needs a decent SP climb ...Mobico are perilously close to the bottom of the FTSE 250 in terms of MCAP value ...they need to avoid any drop down at the next re-shuffle

Need to see the US job figures today... could be a bit of weakness coming .... plus the FED reduced their monthly bond buying QT amounts ...they dont want any more rate increases .... weakening Q1 GDP there..

oil prices coming off recent bounce after ME fears fall back

ECB looking at rate cut next month

I think we "could" be looking at inflation having another go down over the summer ...

SP slowly climbing here as I suspect those hedging over inflation pull back as those inflation fears pull back

bit of a tip-toe move as everyone watches the data .... the data decides it all !!!

IMO DYOR

" In short they have loaned out shares to shorters."

IDoMyBest

I read it that MS only have a measly 136,790 shares 0.001375%

As such it is MS that has borrowed 865,062 shares and the owners of those shares have rights to recall them from MS .. I saw it that they cant lend out more shares than they actually have Voter Rights Attached

I cant say but maybe MS borrowed them and sold them to bring down the SP to then buy Options at lower price ??

Https://www.theguardian.com/business/article/2024/may/02/car-insurance-scam-fake-damaged-added-photos-manipulated

Well, who knows what the future holds.....no guarantees....but....once into 2025, then with a decent H2 there, then,yes they could be back to paying some sort of dividend ...a few "ifs and buts" before getting there though !!!!

...seems the CEO is indeed doing exactly what the Analysts have been asking for, along with news that impairments from China have almost finished ....hence some good support today

" Possible Kintbury shorters are borrowing the stock from MS on equity swaps I think..."

MS dont have any shares ... An Equity swap is a Derivative product so doesnt in itself actually involve any shares themselves

I would guess that ...maybe... Kintbury borrowed shares from whoever and sold them independently and.. maybe... MS made their Future Call Option bet based off the Call Price being lower as a result of the lower SP caused by the shorter selling ...

Equity Swaps... the likes of MS often do those directly with Institutional Investors

" before September when Immupharma has to come up with c£700,000 to exercise the 7.3 million warrants at 9.5p. "

They may well extend the date , maybe Tim is already lobbing for that

"there will be no shortage of buyers below 1.5 "

Book Build buyers will no doubt forward sell into such rise , I suspect

Aus

yes....the parties over there in the US do make difficult reading ..no wonder Kennedy is an Independent

..but the Conservative Bible belt voters dont give their support for nothing.....they put in Pence as VP remember

Blue state wokery and law and order chaos doesnt help either

Now College chaos added to it all

I can see though why Trump would love to be an Autocrat and admirers Putin for having achieved that ,...even Boris would have loved that Caesarian sense of Autocrat Authority

All good fun, if it wasnt go god damn serious

I have friends over there and they say they just go from points of Govt running out of cash and fearing the Govt will have to shut things down , to the theatrics of raising the Debt limit !!

"Did JD just splash two-thirds of its cash reserve for the proposed acquisition? That's a huge investment, I hope they got their strategy right "

Indeed....but a company like JD are making mid-long term bets

USA - Football World Cup - 2026

USA - Los Angeles Olympics - 2028

Number of shares will increase by 185%, to 1,002,072,638 shares .....excluding any Open Offer Add Ons

" The Board has discretion to increase the size of the Open Offer up to an aggregate of 300,000,000 Open Offer Shares "

which means just a 1p increase in the share price will add £10m to the MCAP , excl Open Offer shares

Blimey....truly staggering ....could be a consolidation at this rate ...to try and hide all the horrors

Investment in ASIA .....

Microsoft chairman and CEO Satya Nadella on Wednesday announced “significant commitments” to build a new regional data center in Thailand, among other initiatives

This comes as company announced a day earlier that it will be making a $1.7 billion investment into Indonesia over the next four years to build new cloud and AI infrastructure.

https://www.cnbc.com/2024/05/02/microsoft-to-open-data-center-in-thailand-amid-southeast-asia-expansion.html