Member Info for Spikeyj

noveckingood, AZN specifically holding up reasonably in the
circs, but well done if you took out that FTSE 100 short - kudos!

angsting … should i buy another one or two back?
v tempting, but it’s pretty hairy/scary out there too.

… maybe just hide under my duvet for a while….

(on the plus side, hopefully blanc getting value for money on those buybacks).

horrible dilemma for the central banks though.
(wish we had carney back in, vs. useless bailey!)

… raise rates —> possibility uncontained pervasive bank failure.
… don’t raise rates —-> uncontained inflation eats away at all.

ugh.

lol, looks like i was on the money with my post last
friday 17:09 about credit suisse … those guys have
been an ‘accident’ waiting to happen for a long time.

question is who they take down with ‘em.

think it’s fair to say market not impressed with that.

Ppet, perhaps it depends what one’s entry point is?

… if you look back at the 5 year historical s/p chart for AZN,
it’s not so easy to argue that this is a “stock hated so much
by the markets”. it’s actually being doing pretty well overall.

bought one or two back

… SSE has held up pretty well in the chaos of the last
few days. ? possibly someone stakebuilding currently?

- sold a few SSE today, to top up some others which have
taken more of a hit but might be decent in due course.

(& will of course regret that if takeover bid announced tomoz…)

+ additional comment from different writer, also in Times:

https://www.thetimes.co.uk/article/phoenix-group-flies-above-turbulence-to-lift-profits-pg7rssmwm?shareToken=cc56ff09a3dfacce75d4c19a3cc29dfe

poor old phoenix seems to be suffering from the curse of the tempus tip:

https://www.thetimes.co.uk/article/dependable-dividend-a-big-attraction-for-phoenix-group-holdings-xh7xbhq0c?shareToken=ca1cf6b8a2f7d5419c11510508950a0b

added a couple, cautiously, this morning. those results
looked to me. in longer term i don’t see how the current
svb kerfuffle etc. impacts the PHNX business model.

a grumble of gardeners?

https://www.thetimes.co.uk/article/alistair-osborne-the-music-s-stopped-at-disco-inferno-k3lgp57mr?shareToken=ec4292b87ffd84a8587f8f6c3cd0b88d

Silicon Valley Bank: Regulators take over as failure raises fears https://www.bbc.co.uk/news/business-64915616

figure that credit suisse will blow up eventually. if anyone’s got nasty
secret stuff hidden away under their books, it’s gotta be those guys!

bought a few

reminds me of GLOBO

yes, the snag is that the [www] contains a huge amount of utter
b******s about all sorts of topics. hence, garbage in, garbage out.

like i say, that’s not meant to be a defence of cloudtag in any way ( - it’s a
dreadful spoof company with no meaningful substance imv - ), just mean
chat-gpt would be a very unreliable source for any investment purposes.

chat-gpt is good at producing prose, but unfortunately it quite often
produces material that is factually incorrect, so it’s probably unwise
to place much reliance on it for any investing purpose. (… although
i do of course have a pretty negative view of cloudtag anyway!)