I went for -1% I think I am the only one on contraction. (View Post)

Usually it takes six months for markets to bottom out (covid wave 1 was an exception) so I am in no hurry to go looking for bargains. Now about 35% cash, but in large part due to equity shrinkage rat… (View Post)

A deal with Trump is worth less than nothing. He banks the advantages and ignores the obligations. The better tactic is the one of the Heard Island penguins. Just ignore the tariffs. (View Post)

It's simple really. A lot of people can't accurately interpret medical reports. They have no training in critical appraisal or looking for bias and uncontrolled variables. It doesn't m… (View Post)

You can't negotiate with someone who rips up agreements on a whim. Agreements with Trump are worth nothing. (View Post)