Member Info for Savage_KeyboardR

Scotty277 - I've been calling this for months and months so pipe the F* down and accept that I called this right.

Avocet123 - In a market which is now dysfunctional there unfortunately is nowhere that anyone can hide.

There's downsides to holding cash (falling rates for currencies outside of USA).

There's downsides to holding stocks (some may become insolvent).

Downsides too for holding bonds/gilts (vulnerable to inflation from rate cuts and central bank QE).

Downsides holding commodities (they devalue from the wave of deflation and only go up slowly after the rate cuts)

Having a balanced portfolio is key IMO, and going into this I've sought to do precisely that: I've 45% £ cash, 5% USD$ cash, 50% in several investments approx.

People will still need telecoms, even once the dust settles, and I shall net the divi income periodically from that.

All IMO - DYOR

Revision: I think BoE will go for a 1% rate cut, anything less than that now will not be sufficient to support the UK markets.

Trading session on USA markets later today is going to be absolutely brutal. USA will not be the same prosperous nation it was when Biden handed over power back in Mid-January.

I remain net positive on VOD - Sure, its bound to be impacted by these troubled markets but... I'm not selling up and I will buy some more because even when the dust settles ppl will need telecoms and there will be dividend income for shareholders of this stock as a result. VOD can also refinance it's debts on lower rates too.

All IMO - DYOR

TerryM1 "For the world as a whole these tariffs are very bad, for America good"

You're economically illiterate - JCB may well have made such an announcement but... if Trump continues then pretty soon there will be no point in making any investment into USA because it will be as isolated and poor as North Korea.

If the Donald doubles down (which I think he will) then I'm not so sure CPI can survive with this level of market turmoil.

This is a view I've previously shared but the Donald Trumpers on here are so blinded by the right wing propaganda that they've lost all touch with the real world

GoCPI - " If you actually believe that tariffs 'implemented' on the scale they were is good for the US economy, you truly deserve to lose your shirt in your stock investments."

First time I've 100% agreed with anything you've said there.

"Happy to add EZJ" - said Primetime51 earlier today...

Interesting because it looks as though few others are feeling the same way

I did say there would be.

Consider this though....

Lets imagine BoE slashes rates to 2-3% or maybe even a shy below, over the coming months. Then anyone holding cash will find those rate cuts have countered the deflation to create counter inflation... i.e. those holding cash will find the currency and inflation thereafter devalues their cash holdings. So it's not so straightforward as 'stocks are now bad' and 'cash is now good'.

IMO diversity of investments and cash is key here. One goes up, the other goes down and vice versa.

DYOR - All IMO

Stupmy - I agree with your first post on this thread btw... it will now depend on how central banks respond.

Avocet123 "Yawn, no one cares savage."

Oh contraire - I happen to think they will care greatly. Sub 400p definitely coming.

All IMO - DYOR

LOL - meanwhile HSBC is likely smashing the 'Sell' button as fast as they can - what a load of baloney that buy target they've put out.

DYOR - All IMO

Actually, I think BoE would go for a 0.75% rate cut. Any action they will want to be seen as bold and decisive. It's on the way IMO

I think it could happen soon... 0.5% BoE rate cut and potentially within just a few working days time.

IMO - DYOR

Trisor - again you're talking nonsense. USA tariffs will cause higher US Federal Reserve interest rates.

Conversely the rest of the world will realise they need to quickly lower interest their rates in order to stimulate demand to pickup the slack made available from oversupply of goods.

I anticipate Bank of England will move to make a rate drop of at least 0.25% and a drop of 0.5-0.75% is much more likely IMO. ECB likely to do similar but... if they opt to impose counter tariffs they may have less need to drop rates (as tariffs are inflationary).

For CPI it's going to be difficult, they're targeting higher margins in what is now a deflationary environment. And their competitors have become far more efficient than CPI currently is too.

ALL IMO - DYOR

⬇️ downwards for EZJ today IMO

Strap in for a tough trading day ahead on the global markets! Full tilt Trump chaos is the order of the month!

I'm looking to buy up more should VOD move downwards because I continue to believe this will endure as not only a defensive stock but also a growth stock because the demand for digital and data irrespective of the Trump turbulence will prove to be insatiable. Many businesses will be happy the USA is stepping down as global lead of the free world and it's an opportunity for commonwealth nations, EU, and even African + Asian powerhouses to draw up plans for improved trading deals between them, they can easily pick up the slack the USA is set to create.

It may turn out to be a positive thing the USA stepping back because perhaps for far too long it's been the centre of the global economy and it's high time others got a greater share of Global wealth, that way large parts of the world might no longer be dependent on US aid.

All IMO - DYOR

TerryM1 - Trump only puts himself first. He literally does not care about anything else.

The mob which elected him will turn against him but... not for a long while yet.

TerryM1 - The problem with Trumps economic strategy is the world has moved on, and his approach is based on the kind of warped logic peddled by working men in their early 60's when they're down at the old boozer with their fellows, complaining about how all the factories shut and things aren't like they were 'back in the day'

They fail to consider most cars are now built by robots, so even if Trump succeeds with forcing a few companies to setup factories in USA they won't even employ so may people as they did 'back in the day'.

Trump's strategy sounds great, full of promise' but... he'll oversee the biggest fall in USA citizens living standards in modern times because it's unlikely to work out the way he thinks that it will do.

All IMO - DYOR

Avocet123 - How underwater are you here with your EZJ investment?

Daltry's Man delivering great success today for USA!