RE: On sidelines5 Feb 2026 13:12
I’m short on banks like Barclays with big exposure to the U.S. I agree there’s going to be some big shakes to come.
And if starmer is ousted the market won’t like the uncertainty of reform. ( I will)
Windfall tax on the banks and then take the windfall tax off oil and gas. I can’t see oil prices going to daft unless there’s a big war (to distract everyone from the collapsing dollar 😉) in which case everything will buckle but HBR should actually be fairly safe in that environment?
My thoughts are everything has had huge rally’s this past year, tech, banking, etc and oil stocks have been beaten down for years now. I think the time is coming to move back into them.