France has the worse position because it has no independent currency. Combined with no government, new elections coming sooner makes me think they'll face crisis first. The UK will plod along in… (View Post)

A Ukraine peace deal was too hard, he got bored and has moved onto other topics. It's shameful he is so neutral on this while civilians are targeted by Russia in Kyiv. Russia and Putin should be… (View Post)

I might start buying some long dated gilts rather than equities or paying down my mortgage (only 4.3%). (View Post)

I think, and hope, Europe and UK are playing for time on Ukraine. We need to rearm conventionally, which has started. But it will take time. Until then, it is better to continue the Ukraine war and s… (View Post)

For all the talk of TACO, it's clear Trump is implementing much higher tariffs. As of today the average US tariff on imports is over 18%. Which compares to 2.5% last year. And doesn't inclu… (View Post)