237 days ago
I start with a few thoughts about my faith, one shared with Malcolm, then about disagreeing with bearish Nigel about equities. Then to a Christmas past for myself and Big Nose in Bethlehem and to GroupThink lies about Bethlehem today. Finally to wars past, as recounted HERE, and the war being lost by Ukraine as, sadly, I predicted. I hate war so much. On that sad note, I wish you all a Merry Christmas.
267 days ago
Analyst Vince Lanci serves up music for the ears of folks such as Nigel Somerville as gold breaks through $2,000 an oz.
289 days ago
In today’s podcast I start with another couple of thoughts on the war in Ukraine and why a peace deal could see Eurasia Mining (EUA) have to ‘fess as to the lack of any real bidder and go to zero. I also look at a raft of other possible zeros discussing the reasons why for Verditek (VDTK) where my analysis suggests it is already essentially insolvent, Tintra (TNT), Mosman Oil & Gas (MSMN) and Boohoo.com (BOO). I also comment on the pre bailout pump at Guild ESports (GILD) – oh and a new speaker at ShareStock has been announced HERE.
289 days ago
Many folks have not liked what I have written about the Russia Ukraine war but it looks very much as if my prediction on its outcome is coming true and I assess what that means for shares and oil. Then to the Hamas Israel war and I make a couple of calls on how that will go and what that means for gold, oil and Israeli shares. Then onto Malcolm on ethical investing and why he is wrong to ignore bottom up analysis as he hops on another bandwagon.
330 days ago
From the war in Ukraine to the General Election next year. Will the war end? Will Donald Trump win the Presidency again? For the avoidance of doubt I’d like to see President Tulsi Gabbard but it will not happen and I am not a Putin apologist just a realist. Ukraine is losing.
615 days ago
As an assistant to the leader of the Lib Dems in the house of Lords we might not be too surprised that poor Caroline has caught a case of #BrexitDerangementSyndrome. One imagines there is a lot of it going around in the offices or Lord Newby. Whoever he is. But we should not mock Caroline but should pray for her as her level of sickness is off the scale.
681 days ago
Analyst Charles Nenner is another cheery fellow.
732 days ago
Asset adviser Grant Williams says you need to admit your investment mistakes. How many of us will do that?
1235 days ago
My new Israeli friend from the Metsovo hotel pondered why Israelis are so frantic and busy while in Greece life is all about “avrio”. He speculated that it was because his country is a young one and has suffered so many wars. I pointed out that Greece is not that different. Below, you see Joshua at the war memorials in the small town of Metsovo and tiny village of Anelion. Anelion first with fewer names.
1418 days ago
The hereditary TV presenter Dan Snow, aka thehistoryguy, claimed yesterday that the EU had brought peace to Europe and Brexit threatened it. So nothing to do with NATO and the American defensive shield then? And what about the genocide at Srebrenica during the Bosnian war when EU peacekeeping troops stood idly by as 8,000 folks were massacred? Snow was talking nonsense as many of us pointed out. But rallying to his defence was my good friend, the arch Euro loon Jonathan Price, who insisted that the EU had ended war in Europe since all the previous wars were started by either France or Germany. Like the hereditary TV presenter, I fear that even Bath Spa would fail that answer.
3183 days ago
I cannot say that this is a million miles away from my own view except that I am more bearish than the broker on global demand for oil given where I see the world economy heading. Thus - unless there is all out war in the Middle East - my view is that a sustained recovery in the oil price is a 2017 or late 2016 story and won't happen sooner which means stacks more PLC casualties (here are my top 11 to fold BTW). We shall see. I thought this morning's note rather interesting. It follows below:
3709 days ago
This is my last video postcard from Greece for seven weeks. I’m back in London at the weekend preparing for a presentation on how companies on AIM overstate profits with real examples. That is on Monday but is booked out but if you want to be able to advance book for my next presentation (it’s free & comes with pizza and wine) register HERE
As I prepare for a return to England with very mixed feelings I know that by the time you watcg this we will be at war in Iraq again. Soon we will be in Syria. The media is being played by our leaders who have messed up and continue to mess up.
England is not safer but a more dangerous place as of today.
