azzuri82

I read somewhere yesterday that 311 days is the average amount of time from the yield curve inverting on the 3 month / 10 year until a recession is officially reported. As it takes 2 Qs of - growth for this to be reported, this means we should be ~ 130 days from the SHTF, is that about right?

Intermittent fasting like this is a great way to keep your appetite subdued - I do a 40-hour fast once a week on top of what you describe and it helps keep me in decent shape. Lifting weights and intermittent fasting have done wonders for my health where many other diet and exercise regimes have failed miserably.

What are folks' thoughts on Bullionvault and the likes? I know it's not ***as good*** as holding actual physical, but given holding £25k of physical is a bit of a worry in your own home etc., what is the consensus?

There are literally millions of different ways in business and the markets to make money. You have to just find a way that works for you and your personality. That's why so many successful investors can offer advice for the markets which often seems contradictory - because they're all using fundamentally different styles of systems to make money. You can't take every opportunity that comes your way - just take the ones you're comfortable with and make sure your finances are headed in the right direction.

Having a plan and a pre-defined entry and exit point for every trade is all part of the psychology - it takes the emotional side of things out of the equation completely, because you already know what you should be doing in each and every scenario that can occur. This is one of the main reasons why you are able to excel.

This is how I see it re: Sterling. Wider expectations are always priced into the markets, and if there is some sort of 'deal' put together to effectively keep the UK in the single market then the £ could skyrocket.

Taleb calls this a 'barbell' investment strategy, with small %'s of your overall wealth on either end of a spectrum in order to take advantage of extreme circumstances one way or another (I'd argue that 'growing well if nothing changes' is also an extreme scenario given the current economic climate).

Bayer's a weird one. $40 billion takeover of Monsanto has gone badly wrong due to pending court cases - looks like it could end up taking both companies to the verge of bankruptcy.

Anyone else read Denninger re: yesterday's rally, why it happened, and what's likely to happen over the next couple of weeks?: see - https://market-ticker.org/akcs-www?post=234758

Recovered to just a 2% drop now.

Not knocking the idea - I think it's a good one. But what would happen to the loan/s in the event of bankruptcy or worse, and IVA? Or would you make them non-dischargeable, sort of like student loans?

Nothing at the moment, I don't actually have a lot of time to trade so concentrating on my core fundamental hated list.

What's your thoughts on Card Factory SP?!

From my experience of living in Edinburgh and seeing these new self-contained bedsit-style buildings being thrown up, a lot of the residents here are the sons and daughters of the nouveau-rich from China, India etc. When China et al crash, these sorts of accommodation providers will be screwed.

Wow - is that just in the last few months?