RE: Second quarter trading figures27 Apr 2023 12:38
C26
I think most here are well aware of the possibility of a nasty downside. Otoh there’s the sharp upside to consider too.
Of course I am factoring in stagflation in the mid to longer term and you are right to point this out.
This RI is a long way off done yet. May 10th will tell us a lot. I’m wrong side of trade atm (about 3%) which is exactly why am holding back emergency cash.
Do you have a position here? And if so, would you care to share?
ATB