Uncertainty and wobbles on global stage
Some really positive news from the Middle East at last. Whatever you think of him, well done President Trump for being the catalyst – time to move onto Russia in earnest now. Let us hope that this awful conflict will also be over very soon now.
Sadly, economically at home, unemployment rises, wage growth slows,...
Oh what a show!
Stamp duty shenanigans dent confidence
Interesting times with politics and Stamp Duty shenanigans. They all affect investor sentiment too and confidence and upsets are not helpful. I do feel slightly sorry for Angela Rayner on this one in that one relies upon those completing the process to know what Stamp Duty to pay but of course if they were...
Car finance, compensation & comedy
Trump/Musk split but record wealth levels for us
Market news and investment
Meta and Microsoft both topped analysts’ expectations for latest quarter’s results at the same time the US economy suffered a regression of 0.3% in the first quarter’s ‘growth’ – apparently nothing whatsoever to do with President Trump of course and his actions of late.
Gold has come-off its top – an over-extended spike it might...
US wobbling subsides – for now
Off-piste, risk and the economy
Having grabbed a week to visit Chamonix and on one day to travel up to Aiguille du Midi (3,842 metres) to view Mont Blanc (4,805metres), gave me an opportunity to see ‘risk’ in a different context. The height, the highest I have ever been excluding flights, puts risk in a different perspective altogether
The engineering...
Good value, gold and Blackstone
Good afternoon. We hear BP may be in play as Elliott Investors in the US has accumulated a stake in one of our biggest companies. It’s ridiculously good value regardless and hasn’t kept up with other energy stocks. Meantime, our funds under management see yet new heights which is good, as many deep value...