Thorn

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  1. Agree
    Thorn got a reaction from Van Lady in Credit deflation and the reflation cycle to come.   
    https://www.theguardian.com/money/2018/jul/01/uk-tenants-to-get-minimum-three-year-contracts-says-minister
    I think if Corbin or even a Tory could ever get longer secured tenancies through they would save a generation from at least some of the constant mental torture of waiting for eviction by their all- powerful landlords.
    This article seems to indicate that Landlords Would Hate That. That could make some of them want or need to sell and get out before the rush. 
    Currently awaiting latest landlord to call and give us the usual 4 weeks notice to get out here in NIreland ...so bring on longer secured tenancies please. 
  2. Cheers
    Thorn got a reaction from S Brule in Credit deflation and the reflation cycle to come.   
    Russell 2000 death cross on the way. Going down...
    https://www.marketwatch.com/story/a-death-cross-is-set-to-form-in-a-key-gauge-of-small-cap-stocks-2018-11-09
  3. Agree
    Thorn got a reaction from M.C. UK in Credit deflation and the reflation cycle to come.   
    We are. At least, I am. Holding goldies, Reflation stocks, some IBTL and some cash...
    ...not trusting ETFs and can’t understand how the feck Netflix is still in business. But here we are...
    ...so still no sign of a flight to quality...nothing seems to make sense out there at the moment. 
    Viceroy many thanks for the update. Seems MA is guiding towards DOW stocks as the quality thing to hold in the coming drop in confidence his model predicts shortly.
    Do you think that’s his idea of the Trade of the Century? the Dow 30 is The Flight To Quality? 
  4. Agree
    Thorn got a reaction from M.C. UK in Credit deflation and the reflation cycle to come.   
    We are. At least, I am. Holding goldies, Reflation stocks, some IBTL and some cash...
    ...not trusting ETFs and can’t understand how the feck Netflix is still in business. But here we are...
    ...so still no sign of a flight to quality...nothing seems to make sense out there at the moment. 
    Viceroy many thanks for the update. Seems MA is guiding towards DOW stocks as the quality thing to hold in the coming drop in confidence his model predicts shortly.
    Do you think that’s his idea of the Trade of the Century? the Dow 30 is The Flight To Quality? 
  5. Agree
    Thorn got a reaction from M.C. UK in Credit deflation and the reflation cycle to come.   
    Battered but solid divi players and pms, check, Harley and leonardratso. Lovely and going nice and green on there today. 
    Today I have attached the BS detector to my tinfoil hat more firmly after reading the Guardian RICS story saying house prices were falling just because of Brexit...and realised it wasn’t for the VUKE and CIND and VUSA I wouldn’t be down 3%. 
    So ditching them finally out of my SIPP and happily watching the miners and defensives with some in reserve to BTFD.
    feels a bit like a war film and we’re being told to “wait for it... wait for it...”
    ...good man Sergeant DB. 
    And General Panza.
  6. Agree
    Thorn got a reaction from M.C. UK in Credit deflation and the reflation cycle to come.   
    Battered but solid divi players and pms, check, Harley and leonardratso. Lovely and going nice and green on there today. 
    Today I have attached the BS detector to my tinfoil hat more firmly after reading the Guardian RICS story saying house prices were falling just because of Brexit...and realised it wasn’t for the VUKE and CIND and VUSA I wouldn’t be down 3%. 
    So ditching them finally out of my SIPP and happily watching the miners and defensives with some in reserve to BTFD.
    feels a bit like a war film and we’re being told to “wait for it... wait for it...”
    ...good man Sergeant DB. 
    And General Panza.
  7. Agree
    Thorn got a reaction from S Brule in First Time Buyer: ‘We beat the odds to buy, aged 20’   
    Smells like a planted story I think.
  8. Cheers
    Thorn reacted to harp in Credit deflation and the reflation cycle to come.   
    50 seems the ideal age to retire, if you can. That's what was in my mind when in my 30's. I actually retired at 41, well I say retired like it was a choice, it wasn't. I got blown up in Iraq while working for a Private Military Company. The guy next to me died and my two clients in the back of our armoured  Landcruiser were badly injured as was I. After receiving a settlement, I didn't expect that it would bring a whole new set of problems. Keeping hold of it and growing that sum has been a challenge. But I have done so, for now.
    No debt and plenty of time to do whatever I want is a great place to be at. Would I turn the clock back? No.
  9. Agree
    Thorn got a reaction from sarahbell in Tesco opens discount store Jack's to take on Lidl and Aldi   
    It’s more obscure.
    I need the Jacks= I need a Number One.
    A Munroe sounds heavier.
  10. Agree
    Thorn got a reaction from Funn3r in Credit deflation and the reflation cycle to come.   
    Talking about factory plant and Pension Pot... anybody following Tilray, the marijuana people?
  11. Agree
    Thorn got a reaction from Van Lady in Credit deflation and the reflation cycle to come.   
    There is no F-ing way people can just keep on Shopping and Borrowing. There isn’t space for any more Bigger Shinier PCP Cars out there- all the older ones are gone. 
    More props my arse, I reckon.
    I reckon its worth holding on very bloody tight to the old miners and pms, even if it’s a bit like wearing a tin hat under a table in the blitz at the moment.
    So I’m tightening my chinstrap.
    just sayin’.
  12. Agree
    Thorn got a reaction from Van Lady in Credit deflation and the reflation cycle to come.   
    There is no F-ing way people can just keep on Shopping and Borrowing. There isn’t space for any more Bigger Shinier PCP Cars out there- all the older ones are gone. 
    More props my arse, I reckon.
    I reckon its worth holding on very bloody tight to the old miners and pms, even if it’s a bit like wearing a tin hat under a table in the blitz at the moment.
    So I’m tightening my chinstrap.
    just sayin’.
  13. Agree
    Thorn got a reaction from Van Lady in Credit deflation and the reflation cycle to come.   
    There is no F-ing way people can just keep on Shopping and Borrowing. There isn’t space for any more Bigger Shinier PCP Cars out there- all the older ones are gone. 
    More props my arse, I reckon.
    I reckon its worth holding on very bloody tight to the old miners and pms, even if it’s a bit like wearing a tin hat under a table in the blitz at the moment.
    So I’m tightening my chinstrap.
    just sayin’.
  14. Agree
    Thorn got a reaction from Van Lady in Credit deflation and the reflation cycle to come.   
    There is no F-ing way people can just keep on Shopping and Borrowing. There isn’t space for any more Bigger Shinier PCP Cars out there- all the older ones are gone. 
    More props my arse, I reckon.
    I reckon its worth holding on very bloody tight to the old miners and pms, even if it’s a bit like wearing a tin hat under a table in the blitz at the moment.
    So I’m tightening my chinstrap.
    just sayin’.
  15. Agree
    Thorn got a reaction from Castlevania in Credit deflation and the reflation cycle to come.   
    And if you do get some I would invest in  a couple of those big handles you get for disabled bathrooms. Just for holding on to while you watch the little fecker.
  16. Cheers
    Thorn got a reaction from Lavalas in Credit deflation and the reflation cycle to come.   
    Let's all make sure the thread doesn't get pulled down into a spiral of Brexit talk.
    Getting back to the thread, here- what about Netflix today and First Majestic seems to have broken out of its lovely channel. Anybody know why?
  17. Cheers
    Thorn got a reaction from Lavalas in Credit deflation and the reflation cycle to come.   
    Let's all make sure the thread doesn't get pulled down into a spiral of Brexit talk.
    Getting back to the thread, here- what about Netflix today and First Majestic seems to have broken out of its lovely channel. Anybody know why?
  18. Cheers
    Thorn got a reaction from Lavalas in Credit deflation and the reflation cycle to come.   
    Let's all make sure the thread doesn't get pulled down into a spiral of Brexit talk.
    Getting back to the thread, here- what about Netflix today and First Majestic seems to have broken out of its lovely channel. Anybody know why?
  19. Agree
    Thorn got a reaction from Inoperational Bumblebee in Credit deflation and the reflation cycle to come.   
    Timing the turns seems almost impossible. 
    Holding the right assets for the for the next turn seems to make sense.
  20. Agree
    Thorn got a reaction from sleepwello'nights in Credit deflation and the reflation cycle to come.   
    Let’s synchronize our watches.
    I’m going to get me some Rio Tinto tomorrow. Assets, cash flow, dividends, reflationtastic.
    I am going to set a fill or kill order now on the HL app.
    Sleepwello’nights maybe train the Gartman antibarometer Mark I on them when they are open at 0830. My order should make the buggers drop like Foxtons.
    We might be able to reset it to inflate. Later we could maybe aim it elsewhere and all pile into Debenhams and the AA? 
  21. Agree
    Thorn got a reaction from Democorruptcy in Credit deflation and the reflation cycle to come.   
    I recently moved mine from Nucleus, managed by an IFA for his fat fee, to HL. No fee for transfer, no IFA advice used or paid for.
    Nucleus dragged their feet I reckon it was worth it...here we are the summer is coming and as Sancho Panza says from article above, look at the craziness abroad.
    Its getting a bit bonkers out there. Look at the value of gold versus the currency of Iran at the moment. 
  22. Agree
    Thorn got a reaction from eight in Credit deflation and the reflation cycle to come.   
    Tribes, I reckon.
    John Kay - The Long and the Short of It - says modern day business is less about the making of stuff and more and more also about the intangibles like about solid rules making sure expectations met, regulations, relationships that mean a business has repeat business from it's loyal tribe who trust them.
    Not bad for a Sunderland player.
     
  23. Agree
    Thorn got a reaction from stokiescum in Credit deflation and the reflation cycle to come.   
    Beefed up my bits of these this morning. Reflation and dividends is my new sweet spot.
    I’m flicking into the HL site too much too and want to wean myself off it a bit.
    might start trying to hide the phone on myself. 
    Somebody told me the way to stop smoking is get two of those nicotine patches. Put one over each lens of your glasses and then you can’t find your fags.
     
  24. Agree
    Thorn got a reaction from Lavalas in Credit deflation and the reflation cycle to come.   
    I love old cars and sitting in my wee paid for 03 beside a new shiny Mini which is Gigantic beside you at lights makes me smile and wonder how much the lad or girl has to pay each month.
    But back to reality- I’m looking at a bunch of dividend-paying UK stocks here rather than any trackers and stuff. So if I can put the chunk i had put into the DOW and some trackers into 6-7% -paying defensives with 0.5% fees instead tomorrow , I will. Sure why not.
    But ... recently an old friend who used to work in the city of London told me the S&P just sort of always goes up 7% a year and the US normally adds 220k jobs a month. And there’s the odd crash. So get trackers, some bonds and Scottish Mortgage Trust It’s a Beaut, says he.
    He said its like clockwork and just ignore crashes and all and put your money to work. I smiled and said fair enough. 
    And here I am full of suspicion and drawn to the metals and anybody who could build stuff. harp I am glad I am not the only newbie on here- and I’ve Sibanye, Yamana and a load of this other great stuff too. Some craic.
    Glad to get enlightened on here. 
    Tomorrow some more 7% defensives. 
    Feck the trackers.
  25. Agree
    Thorn got a reaction from Lavalas in Credit deflation and the reflation cycle to come.   
    I love old cars and sitting in my wee paid for 03 beside a new shiny Mini which is Gigantic beside you at lights makes me smile and wonder how much the lad or girl has to pay each month.
    But back to reality- I’m looking at a bunch of dividend-paying UK stocks here rather than any trackers and stuff. So if I can put the chunk i had put into the DOW and some trackers into 6-7% -paying defensives with 0.5% fees instead tomorrow , I will. Sure why not.
    But ... recently an old friend who used to work in the city of London told me the S&P just sort of always goes up 7% a year and the US normally adds 220k jobs a month. And there’s the odd crash. So get trackers, some bonds and Scottish Mortgage Trust It’s a Beaut, says he.
    He said its like clockwork and just ignore crashes and all and put your money to work. I smiled and said fair enough. 
    And here I am full of suspicion and drawn to the metals and anybody who could build stuff. harp I am glad I am not the only newbie on here- and I’ve Sibanye, Yamana and a load of this other great stuff too. Some craic.
    Glad to get enlightened on here. 
    Tomorrow some more 7% defensives. 
    Feck the trackers.