Buy The Dip

SHOW ME THE MUUNNNNEEEE BABY. 71,000 SHARES.

10,000 AT .80. 10,000 AT .60. 10,000 AT .40

Not relevant CL because I totally reject the premise of your mantra that governments are wilfully undermining the value of their own currencies.

Why didn't you buy in an ISA ?

Me, ive filked 5 year of Isa.

Trump is hapoy to devalue, of course he is. It's the debt baby. Import export

Central banks are not gobbling up Gild for its colour

You still could have transferred funds across from your cash ISA into a stocks ISA then bought the shares and saved the CGT.

I have 4 yrs of ISA maxed out with Tilray stock.

Johnny The Guesser09 Oct 25 14:44Joined: 15 Apr 02 | Topic/replies: 6,674 | Blogger: Johnny The Guesser's blog
Not relevant CL because I totally reject the premise of your mantra that governments are wilfully undermining the value of their own currencies.

err show me where I've said that

It's like pulling teeth mate


Let's take that equation out of it for a minute - the notion that there are entities pushing fiat/debt towards the brink - I'll get into that another time when Ive got the energy


Let's assume it is all innocently organic
Just tell me what you see since that massive May 2020 liquidity injection - in global assets
and that would be after 10 years of QE - liquidity injection after 2008/09
and can you tell me how growth has been since then too 2008/09

see any problems per se ?

Tell me how you think that has all worked out for the vast majority of the billions on this planet

Your comments seem mostly self centred without consideration for everyone else - in a bit of a bubble


What I've been saying, not only on here, since that print particularly is how precarious the system has become - you cannot say that has not proved to be correct


And btw it aint for my ego .... people need to do their own reading and get understanding of how under threat their life's work and property is - can't help myself - just trying to help


but all you seem to like doing is not taking on a conversation or adding due diligence.. you seem to just try to score points

The government printed money to finance borrowings to pay for goods and services for us - the people. We then spend that money on ourselves - we benefit. OK that extra money sloshes around and will find it way into companies that provide the goods and services that we consumed boosting their coffers and share prices and fuelling inflation.

Yes - borrowings increase - impacting on the provision and affordability of future goods and services , and pushing inflation higher than it would otherwise have been.  All knock effects of the original support  given to us.

We benefited with the cost passed onto future generations - not good but that's the way it works, apparently. We demand a higher standard of living than we can really afford and vote anybody out that won't provide the public services that we believe we are entitled to.

What percentage of tax revenue goes on public services?

Not like the helicopter money was evenly distributed across the nation either. Hoe much did you get?

What else should it be spent on?

Not servicing debt, for one.

It's public debt innit, so...

Not public services is it. Effectively down the toilet. Reeves is currently borrowing money to service the debt, never mind using tax revenue, or god forbid, putting it into public services.

Of course it's public services, and it's down the drain.

Erm, no. Paying interest yielding on gilts is not public services.

Of course it is, it's public owned debt.

The government printed money to finance borrowings to pay for goods and services for us - the people. We then spend that money on ourselves - we benefit.


Hang on just one solitary fkn minute

So much to unpack there I may have to gather myself for a couple of days before responding

We benefited with the cost passed onto future generations - not good but that's the way it works, apparently

Apparently that's the way it works ?

How much did you benefit from the QE debacle bailing out the too big to fail criminal ' speculate to fatten up my bonus'  corps Johnny ?

We had to pay for defeating napoleon, its
only fair.

There's still some unclaimed debt, check grannies safe...

I'll be back but been at desk since 6.30 am so I'm out now


where's the benefits of the last 20 years ?
quality of life thru the roof for the average grinder ?

I don't think so muchly

What you are missing is that prices get away quicker than you can earn when the musical chair game reaches a crescendo ...

Nice PD re Tilray,i hope it keeps going for you.

Debt should be paid for by austerity,olden times but Ireland suffered it as a chief member of the PIGS,I am at a loss why the UK isn't taxed to high heaven, services cut in order to deal with debt, it is being ignored.

Cheers Pa, im holding for the next gen, in part.

A bit of good luck always helps.

$4,100

£3100

$4270
£3180

Gold and silver screaming red alert yet again but few still take notice yhtl

Very strange day in markets

To add to all the others

Almost as if there's a body under the floorboards that just started kicking up - liquidity problem stirring ? - who knows

Next coupla weeks shud be interesting

Batten down the hatches...

£3200

Gold falls 5.5%, marking its biggest single-day drop in 5 years.

© Trading 212

Silver drops 6.4% in steepest fall since 2021 as metals retreat from highs.

© Trading 212

Big rise yesterday after Friday falls, and bigger fall today.

Somebody says there are 39 owners for every ounce
of gold that exists, so easy(ish) to see why prices
can be moved so quickly.

Not sure anyone normal knows but these moves are not normal. Some of the noise is that state players are very active in the market. A commentator's opinion I respect was stating that a retracement in gold like this was a buy signal. Not so sure myself.

Everything is screaming to me personally that something big is coming, and not in a good way lol. I have been reversing positions this week.

Keep buying, its all going up, bad news is good news.

Mr Market knows best. Time in the market, not timing the market.

Buy buy buy.

Cider21 Oct 25 16:54Joined: 29 Aug 02 | Topic/replies: 64,039 | Blogger: Cider's blog
Everything is screaming to me personally that something big is coming, and not in a good way lol. I have been reversing positions this week.


Something been smelling off for a little while mate

You trimmed/sold stock positions ?

One thing that came into view past weeks or so is the reverse repo liquidity being totally drained - sometimes a catalyst for something hairy

Last time something like that happened ?
September 2019

and we all know what happened next

UK CPI tomorrow if anyone's interested

Let's see if it ever really went away

For sure cl, but it's very close now. I've been reversing positions I took in April, so circa 25% total return on that in 6 months.

As per my cash thread, I take all the good cash opportunities that come up. There will be another one within a week.

Shawbrook IPO - throwing a few quid at this.

Tesla having a good day
Down over5%
at 405

On 1 December the savings safety limit for the @FSCS will rise from the currently £85,000 per person per financial institution to £120,000.

Some good news

Isa allowance set to change in budget

But currently you can hold cash in stocks and shares isa
and get around 4%

Wonder if that gets changed too.

how's Tesla doing ?

Gold hits £3,300 an ounce
silver hits £50 an ounce

Christmas demand.

Amazing how the market keeps rebounding despite the rise in public debt, business taxes, business failures and unemployment. Most investment funds are now moving to US and other foreign shares which means that my stock Isas are up 15% on the year.

Ftse passes 10k,briefly,

Gold hits £3,400
Silver £64 an ounce

Gold hits £3,500
Silver £70

US markets having a tariff day CRISIS

Tesla down 4% to

419

Gold hits £3,600

3660

Gold £3700
Silver £80

Gold £3800 $5300 €4400

£3900 as armada gathers...

$ 5600 almost breached

That's a $1275 monthly up move gentlemen - we were only at $1500 during the Covid sell and here we are ....  just the 270 % odd increase

Wonder when people will start catching on

Our money is toast

The Great Reset lol

£4000

Exciting times.

Is it actually happening now CL - or  are we still at the oft repeated "about to happen" point ?

Tell me when to head to my bunker with my supply of beans.

Don't forget your tin opener!

Johnny The Guesser
Date Joined: 15 Apr 02
Add contact | Send message
29 Jan 26 09:58Joined: 15 Apr 02 | Topic/replies: 6,793 | Blogger: Johnny The Guesser's blog
Exciting times.

Is it actually happening now CL - or  are we still at the oft repeated "about to happen" point ?

Tell me when to head to my bunker with my supply of beans


JTG

Is what actually happening ?

Our money becoming toast ...

Tesla -416

Its no longer a car company

Robotics
MAYBE

Or perhaps
a SPACE COMPANY

Gold £3470
Silver £57

Proper dips them, if anybody is buying...

Bitcoin £47k

Another dip

Another one upon us tomorrow. The price of oil will skyrocket, the stocks will nose-dive.

buying opportunity this week coming ...............load up!

UK lenders have begun raising mortgage interest rates as the ongoing conflict in the Middle East has raised fears that inflation will rise and curb further Bank of England rate cuts.

Nationwide has increased rates some of its products by up to 0.25%, while HSBC UK and Coventry Building Society have also said they will increase rates.

The increases come after changes to the financial market's view of what the Bank of England will do to UK interest rates.

Tesla down at
362
War of the worlds
worst to come

The SpaceX IPO is going to be fascinating. To the moon, literally

I'm so irritating : Tesla is over 40% up over last year.


Your stupid spam is pointless, give ya heed a wobble, you actually think a high oil price is anything but great news for Tesla?

Idiot.

Anyone looking at Merkan stocks atm?

Please no time twisters.

UK borrowing costs hit highest for 18 years as uncertainty over PM continues

The effective interest rate on borrowing over 10 years briefly hit 5.13%, near levels last seen during the 2008 global financial crisis.

Financial markets have been on edge due to fears higher oil prices caused by the Iran war will push up inflation and lead to interest rate hikes.

But the possibility of a change of leadership in the UK and perceived risk of looser public spending has further unsettled investors.

Ffs

BITCOIN continues the drop
Only 46k
A 50% drop rom its peak
Long may it continue

hahahahaha

----you-have-to-laugh---30 Jan 26 18:39
Gold £3470
Silver £57

Proper dips them, if anybody is buying...

Today
Gold £3100
Silver £47

Amazing to think 4k not that long ago

4k, 29th Jan

Buying/selling gold is not for everyone, very hard to escape the premium charges.
Gold mining stock indices like NYSE Arca down 10% ytd but up 50% in year.

Meanwhile, and just for his hardcore followers on here


SpaceX shares will be offered at $135, raising $75 billion by selling 555,555,555 shares, valuing Elon Musk’s AI-rocket company at $1.75 trillion.


Hmm, tasty tasty very very tasty.

Valued at 100 times REVENUE
Not PROFIT

Analsts say it needs to grow at 50%
A YEAR for the next 10 years
To justify the valuation

Insane  IPO

A knew Frontier is opening.... Hopefully all the Tesla shorters come out of hiding and go again .

Somehow I think not but one can only live in hope.

$135 nominlee

4 times subscribed

Bag holders await their fate

Space x expected to open at $175

MADNESS

It’s official – Elon Musk is the world’s first trillionaire after SpaceX makes record-breaking IPO

It’s official – Elon Musk is the world’s first trillionaire after SpaceX makes record-breaking IPO

Pray for Bloomberg tv

SpaceX the phurrums fav up 20% @ $192.

Is recent up ticks in ftse  just a case of Market hates uncertainty and now that starmer is gone it's up we go or is this just the summer heat effect?

No real reason for Market to get excited about Burnham as pm, reckon as soon as he opens his gob all these gains and more will evaporate like spring  snow on a stone wall (lol).

Interest rate hold might of helped but overall inflation still high and expected  growth very poor, or is that all just quacky garbage and were ready to rumble?

Would like to think Market has a bit of beef to put on shortly.

ftse 100 reflects the global market (it's effectively a global value fund)

ftse 250 is a bit more domestically indicative.

the erosion of the value of the £ (expect even more borrowing, and lying about it). Equities like borrowing though, government is not price sensitive or strategic. It is inflationary.

Gilt rates are far higher now.

Don't confuse government bond markets with equities. Government bond markets reacted to the unwinding of QE. Map the G7 and you'll see, nothing to do with the mini budget.

Oh and the BoE was nakedly corrupt, telling markets in advance they would be dumping gilts.

If the government / bank of England didn't reduce money supply
things would have been even worse.

Kami kwasi ignored everything he was told, and
deliberately avoided a reality check on his crazy
bodgit, even downgrading it's name, lol, to avoid
legal requirement.

A step akin to spaffer proroguing parliament

They deserved to go

breadnbutter
If you want to actually have a look at what happened back in late 2022, it traced back to the then Fed chair Powell. He not only surprisingly raised rates, he was very hawkish on the future.
That triggered a scramble to safety [usd].
It's actually happened this past week or so. The new Fed chair was more hawkish than expected. he didn't even need to move the rates, he just needed to talk about doing it in the future. And there was a big shift in USD correlated markets, sensitive to the rate.

You're competing with people claiming it's all Truss's fault. The media, blob and establishment all blamed her, her own party blamed her, it was very convenient to all of them. Most people have the attention span of a gnat and not interested in the detail of why it wasn't Truss who created higher mortgage interest. 'Everyone' blamed her and it's far easier to believe them. It's there in black and white though, no conspiracy. Just open corruption.

OK, but my understanding of the situation concerning the liability derived investments was bank loaned shed load  to funds, funds make bets and return them to bank as collateral, bank repackages /4creates a lDI but as these bad bets looked like bad bets due to inflationary pressure didn't fancy the risk and threatened to dump emm, which would still leave funds on hook for the difference.

The gov steps in and buys the lDI (bad bets) but it's now a gilt lol.

Is that not correct?

LDI's were contracts (swaps/insurance) against a big shift in market gilt rates (if rates go up, the value of existing gilts in the market goes down). You probably know what a short is, well the pensions business had created huge hedges against this. They didn't bargain on a once in a century event, and a huge spike in gilt rates (meaning the arse fell out of the market value of existing gilts). 

Gilts are hugely important to the pensions business, basically what happens when people buy an annuity is that the insurer purchases gilts to cover the liability. When gilt rates go up, it becomes a lot cheaper to cover the annuity liabilities, hence why CETV's are about the third of their peak. It's now a lot cheaper to cover the cost of an annuity.

Bailey was forced to manipulate the price of long gilts by buying up everything at any price, shortly after dumping them on the market (think petrol, fire etc).

None of the establishment (or regulator) had any clue about the level of LDI liabilities, and that it could have bankrupted huge financial institutions. So the politicians were unaware of it as well, but why would they be aware of it? They rely on the 'experts' in the treasury and BoE.

In a nutshell, Bailey helped to force the value of existing long gilts down by dumping the ones he had, then had to u turn and buy them back again to manipulate the market back up, to lessen the cost of the shorting to the institutions that gambled by selling the insurance. 

It was basically flushed out by the unwinding of QE, it didn't cause it, gilt rates were always going to go big, but it massively increased the volatility.

If kwasi wasn't to blame then hunt couldn't have fixed it by simple
cancelling of bodgit.

The koolaid boys try to rewrite history.

£425 billion wiped off pension funds is all we need to know