2494 days ago
Base rates are going to stay low forever so current (inflated) equity market valuations are justifiable. In other words "it will be different this time". I don't believe that and neither does Andrew Monk of VSA. But the great Terry Smith argues it might be...who are we to argue with Terry?
2765 days ago
I start with the woes of Deutsche Bank and Commerzbank. Then on to why dogs leave it to the last minute to report results. As such I look at Strat Aero (AERO), Vislink (VLK), IGAS (IGAS), and Wolf Minerals (WLFE). I touch on Inspirit (INSP) as it runs out of cash and is - I gather - not paying suppliers. I then look at the two frauds: Highlands Natural Resources (HNR) and Cloudtag (CTAG) where the morons are as happy today as the Quindell (QPP) Morons where when those shares hit 650p. How the morons laughed at the silly old bears as they told us that £20 was on the cards. But of course those backing the Cloudtag fraud insist that it will be different this time.
3476 days ago
A wide ranging podcast today covers themes general and specific: Northern Petroleum, Foxtons, UK house prices, Ultrasis, Quindell, Diamondcorp, political risk and South Africa, It will be different this time (it won't be), dead cat bounces and more
