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Market expectations of a US Fed rate cut have gone from 7 monthly cuts in 2024 to 3 to 2 to 1, and there's now even a 20% chance of a rate rise before the end of the year!

Goodness knows who will replace the CEO. It's gotta be the riskiest job in global finance. China wants HSBC broken up, while the US wants to crush it with mega-fines. Not to mention you're only ever one step away from a trumped-up fraud charge and a life or death sentence in HK or China. Suspect they're going to be searching for a CEO for some time, or they won't be able to persuade the top talent onboard. Wouldn't touch the role for all the tea in China!

Citra looks hubristic and risky. We all know residential landlords are capitalist exploiters of the West and oppress the downtrodden comrades of hardworking families in the community. Housing should be free for everyone. As sure as night follows day, red Labour are going to come after these types of megalandlords. LLOY is exposed to not just a bank windfall tax in 2025-2030, but also a landlord windfall tax, or even a residential wealth tax.

Great to see DEC close at a 3-month high this afternoon. Nudged £12 in NY this evening (as predicted). It's a beautiful thing.

Up +3% and back abive the 1150p level now. Looks ready to make a push for the 1200s. Nat gas pricing has spiked upwards in the US toward $2, yet another bullish sign. DEC on track to join the prestigious Russell 2000 index in May-Jun 2024, at which point the big Russell 2000 trackers must start buying in.

Great to see DEC rocketing even higher this evening in New York trading. A strong intraday spike. Every time I open my stock app, there's more money in it 🚀

Great to see today that Jupiter fund now own a huge 5% share in DEC. The big players are buying a big stake. Yet another bullish sign.

DEC now up +3%. Charts looking very bullish 🚀

The reality is, dividend investing hasn't worked well for decades. It's why the dividend-obsessed FTSE100 has flopped this century, yet the growth-led S&P500 has rocketed to the moon.

Darktrace is nothing to be proud of. It's yet another UK tech firm that is being swallowed by an overseas player, followed by the inevitable loss away from the UK of world-class IP, senior jobs and top salaries. Not to mention the associated degradation of the London stockmarket and its nonstop relentless decline.

It's great to see DEC refocusing on a plan for high growth here. It's the sign of a modern firm.

Incredible potential here. DEC is at a PE ratio of 1 (and rising), versus an oil-gas-sector average of 7. A DCF calc suggests fair value for the shareprice is at least £30-40. DEC is joining the prestigious Russell 2000 index in May-Jun 2024, and the big index trackers will have to start buying in. DEC financials look awesome, the buybacks are accelerating, cashflow is up, index trackers will shortly be arriving, and future revenue forecasts are being uplifted and upgraded by financial analysts. What's more, the CEO has moved on from pandering to the naive dividend gamblers, and he's now refocused on growth. Since the refocus, the shareprice has soared a huge +35% in a month. The DEC growth journey is underway 👍

As predicted, you gotta buy the dip and let it rip. Charts look very positive. Revenues being upgraded, debt reducing, profits growing, and a huge buyback program underway. This looks ready to test the £12 level again 👍

Surprised there weren't many votes for the Natwest post yesterday! It's been the easiest +10% win in ages on the UK stockmarket.

Looks like it will be a 5-10% day here.

And Alphabet coming in with a dividend and a whopping $70b buyback!

Fantastic results from Microsoft this evening. Saved the day. FTSE headed for 8150 and a new record on Fri...

Is NWG going over 300p tomorrow? Vote now...

S&P500 back under the 5,000 level. US stockmarket wobbling, on a knife-edge!

The US Q1 2024 GDP growth and inflation numbers today are a car crash. Growth is slowing, inflation is rising, and big firms (like Meta) are missing their numbers. US could be headed for a nightmare stagflation scenario.

What colour of the rainbow will the copper sample be? Green, bright orange, flourescent purple maybe?

LLOY looks fairly valued right now, at 7 x PE, broadly in line with the global bank average. Dont forget the car-loan DCA scandal is just a few months away from a ruling by the FCA, with costs potentially soaring into the billions. And Labour are shaping up for a whole new world of envy politics in 2025, such as a bank windfall tax, extra pension tax, and extra landlord tax. There's plenty of reason to be cautious.