Member Info for Svend

Maybe Mr Market has other ideas once Powell has addressed him at the Jackson Hole symposium

Dim Tim,

In one word, 'Illiquidity', that is, the lack of market makers, caused by the summer holiday vacations of the main investing houses and brokers, is likely to be changed by St. Ledger Day; until then, one might expect violent market moves in either direction due to short and long interest and low-volume transactions, in my opinion.

Dim Tim, me compass be fixed to the north star. The tariff squall o’ April near sent many a vessel to the depths, but unless a fresh storm o’ uncertainty brews on the horizon, this course holds steady northward. Should it strike, though, all wagers be cast to the sea.

All the trolleys have gone on vacation, hence the goods are not shifting at a fast pace. This message was intended for those who do not like the sea or are prone to seasickness.

Badlands, in other words, if there is no volume or wind, the ship isn't moving anywhere, anchoring steadying north of 1005, simply as that. This sideways lull could last for a few more weeks, maybe St Ledger's will bring some wind into our sails—who knows!

Crew,

As we sail into what the trading fleet dubs “Turnaround Tuesday,” there be a faint breeze o’ optimism in the air. Yet the waters be calm, with little news flow to stir the tides. Today’s spyglass be set on the real estate charts — not much treasure expected there, but should the numbers surprise, it could give the bulls a small gust o’ wind in their sails.

The true beacon this week lies further yonder: the Jackson Hole gathering, with Friday’s grand speech set to chart the course. Yesterday’s voyage told the tale plain — the seas were near still, likely the lowest trading volume of the year, with prices barely shifting from the morning tide. A sideways drift, just as this old captain reckons we’re locked into.

Looking ahead, expect we’ll stay boxed in a tight 2% channel through the rest o’ August. The real squalls and strong winds for a new course likely won’t blow ’til September, or more rightly October, when the markets may finally break their moorings and set a true heading.

Fair winds,

—The Captain

Captain’s log: It be the season o’ the stop-huntin’ AI sharks. The seas run shallow with low volume, drawin’ the beasts in thick — like tossin’ herring in a barrel an’ firin’ the musket for sport.” 🦈📉⚓

Trello spot on, mate, keep the powder dry for St Ledger Day's fireworks

The SMR dominos be toppin’ like barrels rollin’ in a storm — once the first goes overboard, expect a fleet o’ a dozen followin’ close astern. By next year’s end we’ll be netting a treasure haul o’ £20–25 billion in the order pipeline, IMOO.

Dixon1 > 4H range expansion — last 4 engulfed. Breakout confirmed. KCH cloud support lining up 1062/1038.

Cast yer eyes aloft — the hourly Bollinger winds be narrownin’ the canvas. A rogue gust could knock us broadside an’ bounce us off the reef at 1045. Should the squall worsen, the seabed’s solid at 1005. But if fresh trade winds fill the sails after the 14:30 bell, we’ll be cuttin’ through the waves with speed anew.

Badland, Fair point, mate — I’ll stow the SF chatter in the hold for now. Best not to let one barnacle keep sticking to the hull when there’s a whole ocean to chart. I’ll get back to scanning the horizon with me spyglass and a tot of rum in hand, bringing word of fresh winds and fair treasure ahead.

Nettles, Red Setter — a golden play, where even Midas would cry, ‘Hold, enough!’

Shareflyer, Ah, the classic ‘I’m too grown-up for imagination’ line — usually wheeled out just before the speaker tries to ramp their holding. Strange how pirate talk offends your sense of maturity, yet ‘Buy and Hold CPAI’ is the pinnacle of adult wisdom. I’ll stick to sharing research and perspective in whatever language I choose — the market doesn’t care whether it’s dressed as Shakespeare, spreadsheets, or a sea shanty. It only cares about facts and returns.

Funny, we’ve yet to clap eyes on 1111, else Bingoman would’ve been out bellowin’ ‘double ones, legs eleven!’ at the top of his lungs. Still, the consensus crew’s charts all stack the odds on a course toward 1213. Question is, mates — do we place our bets on this month’s sail-by, or hold the tickets till Saint Ledger Festival when the real jackpot bells might ring? 🚀🙌IV

LazyHare: Yes, I agree. Let the numbers 'handle' themselves, just as they have for the past seven months, with an average monthly swing rate of 109.7p, and an outlier during the April tariffs debates, which caused a swing of 223.2p in April. Many stops could have been triggered and left Manny behind. Friday's move was a modest 2.5% change, at 37p, which is just half of the usual noise, or less than 5%. 🚀IV🙌

First domino down—Holland’s data hubs are lining up for SMR juice. Feels like the pre-orders are in and we’re just waiting for Tufan to hit the ignition. Once the turbo-charged SMR engines fire up, this won’t be a trickle… it’ll be a full-blown power surge across Europe.

Mike, well said — captains may stir the hornets’ nest, but it’s the crew that keeps the ship afloat. Stubborn leaders break fleets, yet compromise keeps us sailing. Your retirement note proves it: folk remember the shipmate, not the cargo. Greed may steer some vessels, but respect be the truest compass.

PMO1, Arr, ye paint a grim chart o’ the world there, matey — rulers at the helm who’d sell their compass if it bought ‘em another day o’ power. Compromise, ye say? Aye, ‘tis like choosin’ between a leaky barrel o’ rum an’ a bilge rat stew — neither be the feast we hoped for, but we’re forced to swallow one or starve.

As for us ‘minions,’ I’ll grant ye this: the crew in the lower decks don’t oft’ decide the course, but even the lowliest cabin boys have mutinied when the captain’s led the ship onto rocks. Social media? Think of it as the crow’s nest — gives ye a fine view o’ the storm, lets ye holler warnings — but whether the fools at the wheel listen, well, that’s another voyage entirely.

Still, remember this — even a small vessel, properly manned, can sink a galleon if she strikes true. So don’t be too sure change be impossible, else ye’ll miss the wind when it finally fills the sails.

Suggest the potential incoming target at 58p, i.e., 1160's, following a confirmed take-off, northerly breakout.