Member Info for Svend

Https://x.com/nongthombam07/status/1991882641898176570/video/4

Ho ho hold the helm, crew! Word is a Santa Rally be sailing into port by Christmas! Get the turkeys strapped to their wings and the BBQ cannon fired up — we might be roasting profits instead o’ poultry this year!” 🦃🔥📈🎅🏴‍☠️

It is now taking off and is already back to the Wednesday close, heading towards the higher clouds @ 6688.

Any close above 6666 would be very positive for next week.

Https://x.com/i/status/1991354891336593788

Not just yet, matey!

The seas be choppy, aye, but this ain’t the time to lower the lifeboats and start singin’ farewell shanties. This be the time to tighten the riggin’, keep a hand on the wheel, and maybe double-check that the parrot ain’t eaten the navigation charts again.

We’re not abandonin’ ship—we’re adjustin’ the sails.

If things get truly dire, trust me… ye won’t have to ask. I’ll be the first to yell,

“Man the lifeboats, ye scurvy lot!”

’Til then, steady as she goes. 🏴‍☠️⚓️

LLP,

The market be “takin’ a breather,” crew… though between us, it sounds more like it’s passed out on deck after too much grog. There’s an old sayin’ in these treacherous trading seas:

“Trade the tape, not the tale.”

And right now, the tale and the tape be brawlin’ like two drunken pirates fightin’ over the last biscuit.

Big picture? Old Mr. Market—that slippery sea serpent known as the SP500/Nasdaq—is searchin’ for clarity through the fog… and findin’ about as much of it as a sailor findin’ fresh water in a rum barrel. I reckon we’re all feelin’ the same blasted confusion.

➡️ Be the Fed done cuttin’ rates? (The odds be 50/50—like flippin’ a doubloon.)

➡️ Be inflation pickin’ up speed again?

➡️ Is the labour market turnin’ soft as soggy hardtack, or holdin’ firm like a stubborn deckhand?

These ain’t imaginary sea monsters, mates. These be the very currents that steer the ship—portfolios, allocations, client confidence.

So keep your eyes sharp, your charts clean, and your wits about ye…

For in these waters, ye must always be ready to tack. 🏴‍☠️🪝

Heading northerly on a jetstream towards the notoriously bouncy 1111 magnetic zone, expect plenty of turbulence along the way, enjoy the ride 🤣

Let's try again this time without the dog walking over the keyboard..

It appears the fog is lifting, and once more, blue skies are visible on the horizon.

Brgds

Svend

Looks like the fog is learing ansd blue sh

Aye, it looked like a storm over the pond, but the close told a very different tale. The S&P500 never sank below the 6,666 line. Instead, she bounced clean off it and printed a dual triple/double-bottom—a formation so rare you usually only see it before a proper tide-turner.

That’s not the behaviour of a market about to keel over. That’s a hull being stress-tested and refusing to crack.

The tech hammering is more about jittery hands and crowded decks being cleared than any true “AI bubble” bursting. Fear and greed are currently steering the wheel, not fundamentals. NVIDIA’s numbers will either calm the waters or stir them again, but the structure itself held firm.

And as for our flagship—Rycey—everything comes down to one line in the sand:

a full daily close above 1,200.

Clear that, and the breakout is confirmed and the voyage north resumes with proper wind behind the sails.

So yes, messy seas… but the keels held, the chart printed a rare bottom, and the next move belongs to follow-through—and to whether Rycey fires the 1,200 cannon.

Spinner2015

Rolls-Royce (RR) is primarily buying back shares through market purchases on the London Stock Exchange (LSE), which means acquiring them on the open market, not directly from individual shareholders.

The company has a non-discretionary agreement with a third-party broker, UBS AG London Branch (UBS), to execute the buyback program on its behalf. UBS makes the trading decisions independently of Rolls-Royce within agreed parameters.

The shares acquired via this method are then sold on to Rolls-Royce and are either subsequently cancelled (reducing the total number of outstanding shares) or held in treasury to satisfy obligations from employee share plans.

The £1 billion share buyback program was announced in February 2025 and is expected to be completed by the end of December 2025. Regular updates on these transactions, including the volume-weighted average price paid, are announced on the London Stock Exchange website.

Headder

You’re again mixing several unrelated issues and drawing conclusions that don’t hold up.

Your experience on a handful of sites doesn’t invalidate the broader data on labour shortages, skill gaps, or the changing composition of the construction workforce. The UK has relied on migrant labour — particularly post-2008 — to keep major infrastructure and housing projects deliverable at all. That’s not “chest beating”; it’s recognising industry realities that employers themselves have repeatedly stated.

On the wider claims about education, stagnant growth, and generational welfare dependency: those problems are structural, not demographic. They stem from decades of uneven regional investment, weak productivity gains, mismatched university pathways, and the absence of coherent industrial strategy. Blaming immigrants for issues rooted in policy, training, and economic design only distracts from the actual levers that need pulling.

If anything, the construction sector demonstrates the opposite of your point: when the UK doesn’t train enough domestic labour or incentivise mobility, the economy turns to migrant workers to fill the gap — and projects continue that would otherwise stall.

So yes, immigration has helped. What hasn’t helped is the tendency to bundle economic, educational, and social failures into one catch-all narrative instead of addressing the underlying causes.

Headder,

That’s an imaginative character assessment, but none of it reflects what was actually said.

The point wasn’t about being “tight-fisted” or avoiding fair labour costs — it was simply that construction methods vary by region for structural, regulatory, climatic, and economic reasons. Eastern European steel-frame builds reflect their own market dynamics, material availability, insulation standards, and labour environment. The UK operates under a very different regulatory and cost framework, so the comparison isn’t directly transferable.

Bringing it back to the macro discussion:

If the Autumn Budget does lean into further inflationary measures, then yes — the BOE is more likely to maintain a higher-for-longer stance. That typically suppresses domestic demand, weakens the pound, and supports the investment case for companies with international earnings. But it also increases refinancing pressure across UK corporates and mortgages, so the picture is more nuanced than a simple “dip-buying” narrative.

In short, different regions build differently for legitimate structural reasons, and UK macro policy needs assessing on its full chain of consequences — not just the FX angle.

They think they can tax their way out of it - they can't. As Thatcher once said, "The trouble with socialism is they eventually run out of other people's money". That time is almost upon us. All this at a time when the FTSE is nearing 10,000pts.

A 15% correction in the USA? Aye, could happen — or Mr Market might just sneeze, wipe his nose on the S&P, and carry on north like nothing happened. These “7000-points-off” prophecies are like sea monsters: entertaining around the fire, rarely seen in daylight.

As for everyone diving into cash and gold — that’s just the crew panicking and grabbing whatever shiny thing they can stuff in their pockets before yelling, “Brace for impact!”

Depends what they’re waiting for, really…

The all-clear?

A buying opportunity?

Or the mythical moment when Jerome Powell descends from the clouds holding a glowing tablet that says “Soft Landing Achieved.”

Until then, we sail on, keep rum at hand, and enjoy the theatrics.

Calm yer nerves, crew — there’s no mighty Kraken of a market crash lurking beneath the waves. What we’ve got here is the usual choppy correction you get when the charts are missing half their runes, the data logbooks aren’t updated, and valuations are puffing harder than a cabin boy running uphill.

Now, one thing stirring the macro-pot is the tally of lost treasure: early estimates reckon the shutdown knocked about $1.2 trillion off the kingdom’s output. A hefty chest o’ gold, aye — but it’s not a sign the whole economic ship is sinking. It’s simply what happens when the government clamps the hatches shut and the data clerks go on shore leave. Once the charts are updated and the bureaucratic cogs start spinning again, the distortions should wash away like last night’s rum haze.

Looking ahead, the next 4–6 weeks should give Mr Market time to patch his sails and find his bearings. I’m already peering through the spyglass at 2026, trying to gauge what winds might shape the next great voyage.

Short-term? A bit more corrective swell, aye. But nothing like the “end-of-days tidal wave” the doom-posters try to sell you. The market is just taking a deep breath before the next leg of the journey.

Retirment

Half Year Results 2025 here: https://lnkd.in/gw7uKWFM

No, I feel really sorry for you missing out big time! 🤣

Ha! A fair quip, but let’s not forget — even if the helm feels American-tilted, there’s still a chance for Starmer to steer a course that actually earns the flag he flies under.

If he’s got any sense of legacy, he’ll realise that backing Rolls-Royce into a global powerhouse isn’t just good optics — it’s strategic sovereignty. SMRs, UltraFan, and defence propulsion give Britain something Washington can’t just buy off the shelf: energy independence and technological leverage.

So aye, maybe he’s lent his compass to Graham for now — but if he wants to keep the ship from becoming a tugboat, he’ll need to chart his own route soon. Otherwise, Rycey will be flying the Union Jack while the politicians are still arguing over who holds the rudder. ⚓🇬🇧🔥

Bav1975

Now that’s the sort of broadside we like to hear! 💥

You’re dead right — soft diplomacy doesn’t shift the board anymore; industrial might does. A trillion-dollar Rolls-Royce isn’t fantasy — it’s strategy. Between the SMR program lighting up the energy map and UltraFan ready to power the next generation of narrow-body fleets, we’re watching the birth of a new national lever of power, not just another FTSE constituent.

If Starmer’s crew truly wants a “Global Britain,” then turning RR into the crown jewel of clean energy and advanced propulsion would be the smartest geopolitical move since BAE built the wings for the Tornado.

Give it scale, backing, and stability — and suddenly the UK’s not asking for a seat at the table, it’s bringing the table. 🦾⚓🔥

DougB1,

Aye, fair point — expectations are sky-high across the board, but that latest Telegraph piece throws a bit more wind into the sails. The SMR program isn’t just a drawing on the chart anymore — the Captain’s crew just cleared another major regulatory buoy, edging closer to full deployment.

That’s not the kind of news Mr Market can just shrug off. It reinforces the long-term power narrative while the short-term traders fret over whether this week’s numbers “smash it out of the park.”

Technically, though, the compass is still pointing north — RR is trading above her 20-day (≈1144), 50-day (≈1125), and 200-day (≈920) moving averages. That’s not a ship taking on water; it’s one cruising steady with the tide.

So yes — expectations are baked in, and results day nerves are real, but the broader voyage looks sound. The SMR story’s heating up, UltraFan’s engines are humming, and the chart’s still aligned in full sail.

In short, even if there’s a squall on results day, the longer-term course remains set for open blue waters. ⚓🌊