Member Info for WolfofWarks

That's absolute nonsense. Have you ever ready the minutes from any of these meetings. They look at all sorts - GDP growth, unemployment, PMIs, global conditions and yes where the gilt/tbond rates are sitting.

The markets is largely second guessing what they are going to do.

'I think the Bond market keeps a watch on Powell and lets Powell know whether they think he knows what he is doing ...or not'

The point is the bond market doesn't decide when the base rates go down, they are one of several factors in the decision making process.

Https://www.bbc.co.uk/news/world-europe-67300638

This chaps is why these shares will never likely come out of suspension.

But it’s the central bank that sets the base rates which are the fundamental driver of everything they happens afterwards and have the biggest impact on spending though cost of credit and mortgage payments.

People are looking out for what Powell’s is saying not the gilt and TBill markets.

'I am simply telling you what the bond markets are saying. '

Well as I'm sure you know the bond markets dont set the interests rates, central banks do.

Plus the market chops and changes its mind like the wind. You need to listen to Bailey and Powell if you really want to fathom out what might happen in due course.

* spot on

Hexam is absolutely and on.

Where do you shorter obsessed oddballs think the shorters get their shares from? Those same institutions who you are wraping up with the insiders.

II holding form part ofd the free float and they will ditch those shares like a sack of spuds at the first sign of any risk that is outside of their tolerance parameters.

Happy - If the Russian war didn't happen inflation would have had a lessor impact. Those comments were based on the facts on the ground at the time. My point is there is nothing on the horizon to suggest that interest rates are coming down any time where you seem to be inferring otherwise. Honestly all the 50p by Christmas rampy nonsense is almost as bad as PeePer and his constant deramping.

You need to focus on quality not quantity in mp opinion.

Well the simple fact is the BOE react to conditions on the ground so to speak, not conjecture, and as things stand at the moment by their own admission we are no where near any kind of rate cut in the short and possibly medium term.

Things can change but that will be evidence based and the last set of economic data we had showed that the UK economy was flat. So whilst the latest rise is very much welcome it's nothing that I can see is Boohoo centric, more a general rally following the recent drop. My portfolio and my pension have had a very good fortnight.

This is what the BOE have said in their report

‘ The Committee’s updated projections for activity and inflation are set out in the accompanying November Monetary Policy Report. These are conditioned on a market-implied path for Bank Rate that remains around 5¼% until 2024 Q3 and then declines gradually to 4¼% by the end of 2026, a lower profile than underpinned the August projections.,

https://www.bankofengland.co.uk/monetary-policy-summary-and-minutes/2023/november-2023

Happy - there is little sign of rates cuts on the way.

In fact we have been told they will be staying higher for longer.

On what basis do you believe rates will be coming down any time soon?

I suppose whether or not this is bad publicity depends on your view of Mr Farage.

Simon - The slave accusations related to the supply chain rather than Boohoo paying slave wages.

You should probably fact check what you type before you put it on the record mate.

I think your mixing your investments up with your credits which are posit between under and over one year.

If Simon Thomson is the IC guy then they have always been very bearish on Boohoo.

Although he is usually providing a narrative on the smaller AIM companies.

Pop up stores in central London are a marking tool rather than a rational basis for moving into bricks and mortar.

The middle class ships might be doing well but the trend is stilll very much downwards for everyone else other than bargain offerings and discounters.

Pipe - surely shorts close by selling to willing buyers right? Your theory doesn't make any sense.

There's clearly nothing from the company that should be driving this upwards other than a change in general economic sentiment on interest rates and a feeling that we may well have reached the top. There is no clear evidence of this though.

Saying that the GDP figures that have just come in are better than expected but still only flat with no growth.

If Frasers started adding again .....

Happy whilst I like your optimism I’m not seeing what’s going to drive such an increase in the short term.

For example on interest rates it looks like we will be stuck higher for longer.

There is nothing coming from the company to suggest any turnaround from the update we had the other week with the accounts.

Hexam - thanks for the reply. I find it really difficult to trade and find the right time to enter and exit so try to take a more long term approach like yourself by the sounds of it. I’ve got some I’ve held for years that I’ve never even top sliced - companies like glencore and Apple.

I haven’t really got a price here other than it represents the big risk in my portfolio that I’m hoping will do very well over the medium to long term.

I was buying up the Us tech stocks earlier in the year and have been holding and they are starting to come back now.

I like to look at the macro and be well spread. If there is significant evidence that interest rates are going to come down there is certain places you are going to want to be.