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Credit deflation and the reflation cycle to come (part 3)

spunko

By spunko
in Property Prices & Economy

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geordie_lurch

geordie_lurch

Posted
Posted

I'm already in the money (£3) after my £50 punt on the BBBY meme stock last week (after FX and commission charges) - next stop the moon xD Note the volume being traded :D

bbby.jpg

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Axeman123

Axeman123

Posted
Posted
35 minutes ago, feed said:

I don't understand.. 

You know how the Taliban had fighting season only during the cooler months, well...the west has something similar, but only in the warmer months (because nat gas).

If you wanna talk melt-up fuel, imagine a limited easing of sanctions plus a fed pause in the next 6 weeks!

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Yadda yadda yadda

Yadda yadda yadda

Posted
Posted
3 minutes ago, ThoughtCriminal said:

Don't know why DB is so gloomy on UK PLC, we're breaking records!

 

#winning 

Exports of promises correspondingly high.

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ThoughtCriminal

ThoughtCriminal

Posted
Posted

Pretty amazing stat, and even more amazing to hear him as he did it in real time.

 

Listen to those words. There's a lesson for us there.

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Cosmic

Cosmic

Posted
Posted
10 hours ago, HousePriceMania said:

Pinched this from TOS.

image.png.5a2e0743ceb93fd8d7bd3a8e001461d7.png

Natwest having problems or are the just c**ts ?

NatWest did exactly that to my GF last year. She's pre arranged the 15k but the branch refused. Claimed my GF was "agitated" (she'd left our nipper for the first time) and they couldn't be sure it was legitimate. GF got annoyed and then they threatened to call the police... because she wanted to get the money she'd already pre arranged...

Closed the account.

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Ash4781b

Ash4781b

Posted
Posted

Starmer. Blimey I thought this lot were bad. Government debt holders might not play ball. 

“Labour says its plan to freeze the cap would be paid for by extending the windfall tax on oil and gas firms, and savings to government debt repayments caused by a lower rate of inflation overall.

Paul Johnson, director of the independent Institute for Fiscal Studies (IFS), has said protecting everyone from prices rises was a "very expensive thing to do".

He added that Labour's scheme would have to be extended beyond April next year to reduce inflation in the long term.

https://www.bbc.co.uk/news/uk-politics-62553338

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Loki

Loki

Posted
Posted
13 minutes ago, ashestoashes said:

if energy prices go up by four times why not just cut your consumption by four times, easy

I'd rather just lecture everyone I meet that the sky is angry so they can't have a car or a warm house, and use their energy instead

 

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Axeman123

Axeman123

Posted
Posted
13 minutes ago, ThoughtCriminal said:

Don't want to panic anyone but Michael Burry just liquidated his entire portfolio.

On the other hand...

Place your bets...

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DoINeedOne

DoINeedOne

Posted
Posted
3 hours ago, HousePriceMania said:

Surely that's your dear old mum a racist for not being happy with all this multiculturalism wealth redistribution  ?

funny-jokes.gif

3 hours ago, Bobthebuilder said:

Hello neighbor, I am just up the road from you.

napoleon-dynamite-wave.gif

25 minutes ago, ThoughtCriminal said:

Don't want to panic anyone but Michael Burry just liquidated his entire portfolio. 

war-dogs-war-dogs-movie.gif

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ThoughtCriminal

ThoughtCriminal

Posted
Posted
9 minutes ago, No One said:

source?

 

 

His shorts don't have to be declared and he almost certainly has a shit tonne.

 

We're going to find out if he's early. Again.

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geordie_lurch

geordie_lurch

Posted
Posted
47 minutes ago, ThoughtCriminal said:

We're going to find out if he's early. Again.

Given what he was holding I would say he was actually late to sell most "long positions on 11 companies during the second quarter" but seems like he got out of nearly all equities before May like myself and a few others in the thread :Beer:

The current share price rises seems like a classic bear market rally to me and maybe some will be able to time things will enough to get out of the burning building when it all finally comes crashing down but I'm happy keeping my recent profits in cash for a little while longer O.o

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Harley

Harley

Posted
Posted
13 hours ago, DoINeedOne said:

some women with a pile clothes over their arm took her bag

Happened to me partner in Paris several decades ago.  Knowing her now, I totally know what she meant by her fighting back!  Politeness wrapped around steel is that lady!  :x

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JMD

JMD

Posted
Posted
6 hours ago, DurhamBorn said:

Thats exactly what iv been doing.I want good earnings outside of the UK or things are going to have to go.Iv still a 5 figure holding in BT having sold 2/3ds but im tempted to sell the rest.Asset managers im not so bothered about as most of their assets are outside of sterling i suspect,though i have lightened up on HL luckily with a nice quick profit and gone more Ashmore and Ninety One plc.Im temped by Old Mutual as well but havent got any.M+G im going to look at to see where their assets are held in a deeper dive,im only up a couple of percent on them but do have 8.5% in divis over the year.VOD has big sterling and German exposure,but it also has big Africa and Turkey exposure so thats fine,baccy fine etc.

I didnt see a sterling collapse and my roadmap says it should do well medium term,but the actions of the government are horrific and there is a very real risk there.I think its a coin toss,but we feel very third world.

I bought some Old Mutual, but really also wanted Sanlam, unfortunately none of my platform providers offer Sanlam...   Anyway if I can't buy Sanlam so be it, but just thought I'd post the following in case might be of interest to other (asset manager minded) here.

Sanlam are selling some of their international subsidiaries, and have just sold Sanlam UK to (private!) Oak Tree Capitol management. The thing is I posted few weeks back that Sanlam are partnering with Alliance to create a pan-African giant. So I do wonder if they are building a war chest to reinvest in Africa - in which case is that a clear signal that West is doomed and Em's are the next big thing?! Probably , and in fact in the below article Sanlam kinda confirm that.               

  https://www.moneymarketing.co.uk/analysis/where-does-the-road-lead-for-sanlam/

      https://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam and Allianz Join Forces

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JMD

JMD

Posted
Posted
3 hours ago, ashestoashes said:

if energy prices go up by four times why not just cut your consumption by four times, easy

'Four times' you say? - But that's almost an armful!?   ...Hope I'm not getting my units muddled up again?

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