Member Info for Tomaaa

Von der Leyen had to scale back her tweet comments on Ukrainian casualty figures late last year (100,000). Ukrainians weren’t happy on her comments as they don’t release such figures. The casualty figures are far greater than both sides would admit. IMO

https://english.almayadeen.net/news/politics/eu-refuses-to-apologize-for-deleted-post-about-ukrainian-cas

Yes, the west got lazy cutting down on defence spending over many years so I’d go along with higher defence spending once the war ends and inflation starts to recede. Good for RR long term in that part of the business.

The west hasn’t weakened Russia, they’ve strengthened it. If putin comes away with more territory in any peace deal then he can wrap that up very nicely within Russia and his allies which I guess he’d take at this current time.

The west loses unless he comes away with nothing which didn’t look achievable from the start.

Was reading through various issues over the weekend to keep abreast of my portfolio and came across this one that reflects reality on the ground in Bakhmut.

https://m.youtube.com/watch?v=PKZpYglZrW4

Ukraine now fighting a Russian war of attrition which is playing into their hands. Russia has a far bigger population than Ukraine so the numbers game favours the Russians. Much like the American civil war the north (union) had around 20 million people whilst the south around 4 million people (confederates) 5:1 ratio so you can see what happens fighting wars in this way. West wants Ukraine to change to a manoeuvre war but bringing air power, artillery, tanks, infantry together along with logistics won’t be easy and takes western military years of training to achieve so a tricky one. Turks put leopard 2 tanks into Syria without good support and didn’t go well. Will be a peace deal once the west and Russia realise that this is the only way to end this war. Throwing more reserves into Bakhmut to fight the Russians wasn’t what the west wanted as those would be need by any Ukraine offensive this year. Watch the hour long video as reality is far different than western media would have you believe.

Jeremy Hunt was rather obscure on how long it will take to sort out SVB package, dragging their heels. Payroll issue coming so wouldn’t be surprised to see a bailout coming down the line to protect start ups from issues caused by SVB.

https://www.cnbc.com/amp/2023/03/10/silicon-valley-bank-customers-scramble-to-meet-payroll-pay-bills.html

Elon musk use his Twitter feed for publicity purposes. I doubt he has much interest in getting involved in the SVB mess. He’s a mischievous kind of guy whom uses any opportunity for publicity purposes.

Jezmaster
Pretty much sums up the issues at SVB.

https://www.marketwatch.com/story/the-government-has-about-48-hours-to-fix-a-soon-to-be-irreversible-mistake-bill-ackman-warns-some-businesses-may-not-be-able-to-meet-payroll-after-svbs-failure-1cb2e6d9?adobe_mc=MCMID%3D10759843543874452832792930826354676349%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1678576624

Barclays are starting to look interesting again :)

SVB UK already being lined up with a take over by London Bank if reports are correct this weekend. Bankers will move to sure up this situation from any contagion. Any concerns on liquidity in the financial system will need to be tackled.

The real issue is how this got passed the central banks without being foreseen. After a decade or more of cheap money and then interest rises of these levels relatively quickly then gaps will appear in the financial system so this one getting through is concerning. Remember the federal reserve can keep raising interest rates to combat inflation unless they break something. SVB must have raised concerns that they need to tread carefully as somethings happen before they can be seen. Will be filling up on more banking shares during any dip if prices look attractive enough. :)

It’s just another stock that you’ll sell so getting emotionally attach to it doesn’t help that process :) have a nice weekend all

Metom
I’d be watching the SVB financial situation over the weekend as I think the bankers will get together to resolve that situation. Doubt the sector want the situation to fester as they don’t want the fall out to spread. Why long term investors worry or crawl out to defend the stock dumbfounds me as most preach they’re staying in for 2 years or more. ****nal makes me laugh as he only ever comes on to defend the share, gives me a chuckle tho when he personalises his investment to that extent :) too emotionally attached to the stock IMO

Ritchie poor
I only wish I was him to give you the giggle you childishly want. Keep watching your profits fall today :) ouch

Sun
Try understanding how crucial the banking sector is to financial markets. Central banks will need to waylay those fears pronto.

Sun
That’s correct, reading how the federal reserve play this at next policy meeting is a tough one. A soft landing looks pretty difficult from here. Enjoy your afternoon once the markets scrutinise the data. GL

Here we go again, the two resident clowns will look for any excuse to criticise anyone who dares talk the SP down with a balanced view. Keep using this CW person as everyone seems to be him if we listen to you pair. :) I do hope he comes back some time to show you two for what you are. Enjoy your afternoon Ritchie poor ;)

Metom
On half of the reason, try researching a little more as financial sector has more than that issue to deal with if central banks keep raising interest rates to combat inflation after a decade of lending cheap money. :) That’s why all eyes are on non farm payroll data at 13:30 today for clues where their central bank may or may not go. 8:30 et = 13:30 uk time will give US market movement today once they’ve looked at permutations :)

Sun
Most investors will be taking up positions in stocks that provide a safer bet given any change in the economic outlook during any dip. I’d be more concerned about your IAG holding IF that data is received poorly this afternoon. I have no idea what’s coming in that data this afternoon, a tricky one if you call it wrong. Outlook on where the American central bank raise rates to is worrying most investors including myself! Good look this afternoon, red or black?

Sun
Red or black on that jobs report? Heads you win, tails you loose! Too many gamblers on here IMO :)

Above news was out yesterday hence big falls over in America yesterday. Predicted rate rises of 5.75% tops at moment so their central bank needs to do more work. A recession of type may be required to tame sticky inflation. :)

Bump

Keep a watch for when the non farm payroll data is released later today in America as drop will get worse if that data is received poorly by stock markets. A tough choice going blind into that data release :)