How do we think EU negotiations will go? (Vol 15)
Discussion
Digga said:
Bloomberg is pretty decent but, like much of the MSM, they are pro-EU, as they are pro-UN nd, pro-WHO, because chiefly they are pro-globalist.
I am not knocking either their stance or quality of their journalism, but they are not and have never been on-the-fence objective about Brexit.
Given the background of the owner, and their target market, they will be pro-globalist by definition and hence against Brexit and pro-EU. I am not knocking either their stance or quality of their journalism, but they are not and have never been on-the-fence objective about Brexit.
FiF said:
stongle said:
rockin said:
That's it - never mind the facts, just vent your spleen.
Happily, having identified the prudent approach of steering away from Pilot Boris and his determination to fly Aircraft UK into the side of a mountain, I'm substantially better off today than would otherwise be the case.
I think it was Putin's spokesman who said, "Britain is just a small island who nobody listens to". Many a true word.
The only one venting their spleen, no stupidity is you.Happily, having identified the prudent approach of steering away from Pilot Boris and his determination to fly Aircraft UK into the side of a mountain, I'm substantially better off today than would otherwise be the case.
I think it was Putin's spokesman who said, "Britain is just a small island who nobody listens to". Many a true word.
Whether you are a fan of Brexit or not, the performance of the S&P500 is due to 5 or 6 tech stocks that have performed (actually OUT) the rest of the Index over the Covid period. They account for 20% of its weight. The FTSE, is more globally representative. Similar to the SX5E which is similar in composition. I'd love to know what "clever" trade you did to remove UK correlation over the last few years, you must have massive trading cajonnes for that size punt.
Since you are not comparing like for like, you are talking - quite frankly b
ks. Which has been most of the arguments from remain on the economics of this thus far. The price of beer in Malia being a personal favourite; closely run by NOT understanding the difference between actual and opportunity growth.Happily, for the rest of us you have taken flight (bet you was humming John Denver all the way); I'm sure whatever European village you have moved to welcomes it's new idiot.
Harsh would be getting run through by a katana. Harsh would be getting smacked round the face with your keyboard and watch it rain qwerty.
Both such things could've been a consequence of nonsense investment ideas in our office, back in the day.
What possesses people to pick data they dont understand, try and draw a conclusion from it then lie about their trading king kong balls; will be something I'll never get.
Looking at broad based index and drawing linear comparisons is a comedy of blaggers. There are so many inputs, it may as well be frikkin magic as far as they are concerned.
Not mentioned previously on FTSE and Euro exchanges is impact of SWFs. Its not only oil price that moves FTSE, but when net savers become spenders and they liquidate to pay the bills.
Mind you, I don't mind Bloomberg. I think the data and scrolling news (in the actual data service not their news channel); is worth the price. I dont see massive bias, as they get the news at source and turn it into the market ASAP (so you get quote from source before added spin).
Rant over.
Oh, and for those interested; the government is due to announce the Financial Services post leave blueprint in next few days. Anyone in mainland Europe within 100 miles of our raging Dutch xenophobe might want to bunker down. 100megaton frothing inbound.
Although it might be 38 years later, like most of his facts.
jsf said:
FTSE100 has large numbers of companies that are tied to foreign exchange rates. Pound goes up, FTSE100 goes down.
Companies listed overseas are similarly affected by exchange rate movements. It's no excuse.jsf said:
FTSE also has a lot of exposure to energy markets, oil price is 24% lower than immediately before the lockdown for the pandemic. Another is the makeup of UK GDP, which is heavily service sector job related compared to other major economies. The Covid pandemic has impacted service sector heavily.
The Covid pandemic is global, with Europe and North America hit just as hard as UK. It's no excuse.Longer term stock market performance between July 2016 and today is also worth comparing,
S&P 500 (USA) – up 62%
SX5E (Europe) – up 12%
FTSE 100 (UK) – down 10%
It looks as though delivering Boris' smoke & mirrors utopia may come at a very high price.
rockin said:
The Covid pandemic is global, with Europe and North America hit just as hard as UK. It's no excuse.
Longer term stock market performance between July 2016 and today is also worth comparing,
S&P 500 (USA) – up 62%
SX5E (Europe) – up 12%
FTSE 100 (UK) – down 10%
It looks as though delivering Boris' smoke & mirrors utopia may come at a very high price.
I hope you don't work in Financial Services.Longer term stock market performance between July 2016 and today is also worth comparing,
S&P 500 (USA) – up 62%
SX5E (Europe) – up 12%
FTSE 100 (UK) – down 10%
It looks as though delivering Boris' smoke & mirrors utopia may come at a very high price.
stongle said:
FiF said:
stongle said:
rockin said:
That's it - never mind the facts, just vent your spleen.
Happily, having identified the prudent approach of steering away from Pilot Boris and his determination to fly Aircraft UK into the side of a mountain, I'm substantially better off today than would otherwise be the case.
I think it was Putin's spokesman who said, "Britain is just a small island who nobody listens to". Many a true word.
The only one venting their spleen, no stupidity is you.Happily, having identified the prudent approach of steering away from Pilot Boris and his determination to fly Aircraft UK into the side of a mountain, I'm substantially better off today than would otherwise be the case.
I think it was Putin's spokesman who said, "Britain is just a small island who nobody listens to". Many a true word.
Whether you are a fan of Brexit or not, the performance of the S&P500 is due to 5 or 6 tech stocks that have performed (actually OUT) the rest of the Index over the Covid period. They account for 20% of its weight. The FTSE, is more globally representative. Similar to the SX5E which is similar in composition. I'd love to know what "clever" trade you did to remove UK correlation over the last few years, you must have massive trading cajonnes for that size punt.
Since you are not comparing like for like, you are talking - quite frankly b
ks. Which has been most of the arguments from remain on the economics of this thus far. The price of beer in Malia being a personal favourite; closely run by NOT understanding the difference between actual and opportunity growth.Happily, for the rest of us you have taken flight (bet you was humming John Denver all the way); I'm sure whatever European village you have moved to welcomes it's new idiot.
Harsh would be getting run through by a katana. Harsh would be getting smacked round the face with your keyboard and watch it rain qwerty.
Both such things could've been a consequence of nonsense investment ideas in our office, back in the day.
What possesses people to pick data they dont understand, try and draw a conclusion from it then lie about their trading king kong balls; will be something I'll never get.
Looking at broad based index and drawing linear comparisons is a comedy of blaggers. There are so many inputs, it may as well be frikkin magic as far as they are concerned.
Not mentioned previously on FTSE and Euro exchanges is impact of SWFs. Its not only oil price that moves FTSE, but when net savers become spenders and they liquidate to pay the bills.
Mind you, I don't mind Bloomberg. I think the data and scrolling news (in the actual data service not their news channel); is worth the price. I dont see massive bias, as they get the news at source and turn it into the market ASAP (so you get quote from source before added spin).
Rant over.
Oh, and for those interested; the government is due to announce the Financial Services post leave blueprint in next few days. Anyone in mainland Europe within 100 miles of our raging Dutch xenophobe might want to bunker down. 100megaton frothing inbound.
Although it might be 38 years later, like most of his facts.
Clearly, though, I'm being completely hypocritical having just looked how shares in manufacturer of Sudocrem is doing, so much butt hurt. Random factoid, first country Sudocrem was sold outside Ireland and UK was the Netherlands.
FiF said:
Fair enough, but talking about a village welcoming it's new idiot might be just sinking to their level. Plus there's always the risk, like with the Dutch xenophobe, and some others could mention, first sentence in there's a clearly incendiary throwaway insult chucked in for measure, and then one just stops reading and move on.
Clearly, though, I'm being completely hypocritical having just looked how shares in manufacturer of Sudocrem is doing, so much butt hurt. Random factoid, first country Sudocrem was sold outside Ireland and UK was the Netherlands.
Sinking to their level? Possibly, but I don't need to make up lies about trading performance NOR give totally BullsClearly, though, I'm being completely hypocritical having just looked how shares in manufacturer of Sudocrem is doing, so much butt hurt. Random factoid, first country Sudocrem was sold outside Ireland and UK was the Netherlands.
t investment comparisons. Unless you look at sector breakdown, you are talking codswallop. This is a thread on Brexit / EU negotiations NOT Covid impact. If you look pre-Corona; the FTSE was tracking below the SX5E (for % gains); but nowhere near as marked as our latest Guy Hands is trying to represent. And the reasons for that are not fully cut and dry. And if you genuinely think that stock price performance and subservience to shareholders is the barometer of a great economy you are at the bong water. Even the EC and ECB is trying to push that back (rightly) - and the arse raping the French banks took on trading div Futures this year was a clear reminder of the social value (or not) of certain sectors of Finance. Much sudocrem needed there at bonus time, or maybe not for the donuts served.
As for an S&P500 comparison where Covmaggedon has benefitted its top 20% weighted stocks - is clearly a nonsense. If he was such a committed remain / EU supporter, he's have lapped up the 8.4bn in Tech Subsidies (to be invested via Fund of Funds) that the French announced recently. The reason they are doing this is entirely to diversify their economies. If the French wish to do that, fair game. As should we, but perhaps without the ownership obfuscation.
I find it tragic that some in here think that they are ‘hard done by’ and the U.K. leaving the EU club is somehow the end of the World.
Imagine being born around 1900 for a few minutes and what they had to live with and through,!!
And here are concerned about the price of advocado.
First World problems eh!
Imagine being born around 1900 for a few minutes and what they had to live with and through,!!
And here are concerned about the price of advocado.
First World problems eh!
Surely the Daily Mash must be reading PH for ideas?
The Brexiter's guide to pretending whatever deal Johnson gets is the exact deal you wanted
https://www.thedailymash.co.uk/politics/politics-h...
The Brexiter's guide to pretending whatever deal Johnson gets is the exact deal you wanted
https://www.thedailymash.co.uk/politics/politics-h...
stongle said:
Unless you look at sector breakdown, you are talking codswallop.
Two things.You are clearly saying that "UK plc" must be in the wrong sectors. Many investors would see that as a significant concern. Indeed, it's precisely that concern which leads to poor FTSE 100 performance.
As regards breadth or otherwise of FTSE 100, it's notable that FTSE 350 is down 7% over the same period. If you wish to pick out some growth sectors of UK economy, highlighting their scale and performance, it would be interesting to see.
crankedup said:
And here are concerned about the price of advocado.
First World problems eh!
Sticking it on toast with a poached egg; is not "the breakfast of champions". James Hunt would be turning in his grave.First World problems eh!
Mind yo,u I have eaten the ECBs lunch in the past, so what do I know (and lovely it was especially the Christmas pudding soufflé).
Helicopter123 said:
Surely the Daily Mash must be reading PH for ideas?
The Brexiter's guide to pretending whatever deal Johnson gets is the exact deal you wanted
https://www.thedailymash.co.uk/politics/politics-h...
You would honestly think they must be reading this thread The Brexiter's guide to pretending whatever deal Johnson gets is the exact deal you wanted
https://www.thedailymash.co.uk/politics/politics-h...
Helicopter123 said:
Surely the Daily Mash must be reading PH for ideas?
The Brexiter's guide to pretending whatever deal Johnson gets is the exact deal you wanted
https://www.thedailymash.co.uk/politics/politics-h...
From armageddon, recession, hundreds of thousands of job losses, to this.The Brexiter's guide to pretending whatever deal Johnson gets is the exact deal you wanted
https://www.thedailymash.co.uk/politics/politics-h...
How far Remain has fallen
Jimboka will be back any day now to gloat at the suffering of the typical brexit'errrrrrr. Any. Day. Now.
rockin said:
Two things.
You are clearly saying that "UK plc" must be in the wrong sectors. Many investors would see that as a significant concern. Indeed, it's precisely that concern which leads to poor FTSE 100 performance.
As regards breadth or otherwise of FTSE 100, it's notable that FTSE 350 is down 7% over the same period. If you wish to pick out some growth sectors of UK economy, highlighting their scale and performance, it would be interesting to see.
Anyone running broad based strategy right now, needs their nut examined. Right now, it is a concern that the sector mix is not optimal (see need for growth and subsidy to support economic diversification point made above). Over the longer term (and accounting for historical development) - less of an issue. You are clearly saying that "UK plc" must be in the wrong sectors. Many investors would see that as a significant concern. Indeed, it's precisely that concern which leads to poor FTSE 100 performance.
As regards breadth or otherwise of FTSE 100, it's notable that FTSE 350 is down 7% over the same period. If you wish to pick out some growth sectors of UK economy, highlighting their scale and performance, it would be interesting to see.
As investor demand for stocks rises / falls, (as long as we can capture the bested new listings); the compo of the FTSE should adjust - once you make it into the main indices; the world of DeltaOne, ETF, Mutual Fund etc opens up and you create something of a false floor (IMHO).
The UK and Europes problem is no Google, Apple, Netflix, Amazon, Tesla and microsoft. 5 out of those 6 massive beneficiaries of Covaids (and I thinks Tesla is going to give the EU a headache as the cars are coming from China NOT homebuilt).
stongle said:
rockin said:
The Covid pandemic is global, with Europe and North America hit just as hard as UK. It's no excuse.
Longer term stock market performance between July 2016 and today is also worth comparing,
S&P 500 (USA) – up 62%
SX5E (Europe) – up 12%
FTSE 100 (UK) – down 10%
It looks as though delivering Boris' smoke & mirrors utopia may come at a very high price.
I hope you don't work in Financial Services.Longer term stock market performance between July 2016 and today is also worth comparing,
S&P 500 (USA) – up 62%
SX5E (Europe) – up 12%
FTSE 100 (UK) – down 10%
It looks as though delivering Boris' smoke & mirrors utopia may come at a very high price.
stongle said:
Anyone running broad based strategy right now, needs their nut examined. Right now, it is a concern that the sector mix is not optimal (see need for growth and subsidy to support economic diversification point made above). Over the longer term (and accounting for historical development) - less of an issue.
As investor demand for stocks rises / falls, (as long as we can capture the bested new listings); the compo of the FTSE should adjust - once you make it into the main indices; the world of DeltaOne, ETF, Mutual Fund etc opens up and you create something of a false floor (IMHO).
The UK and Europes problem is no Google, Apple, Netflix, Amazon, Tesla and microsoft. 5 out of those 6 massive beneficiaries of Covaids (and I thinks Tesla is going to give the EU a headache as the cars are coming from China NOT homebuilt).
You do realise that you are completely wasting your time trying to explain all that....As investor demand for stocks rises / falls, (as long as we can capture the bested new listings); the compo of the FTSE should adjust - once you make it into the main indices; the world of DeltaOne, ETF, Mutual Fund etc opens up and you create something of a false floor (IMHO).
The UK and Europes problem is no Google, Apple, Netflix, Amazon, Tesla and microsoft. 5 out of those 6 massive beneficiaries of Covaids (and I thinks Tesla is going to give the EU a headache as the cars are coming from China NOT homebuilt).
Lord Marylebone said:
Helicopter123 said:
Surely the Daily Mash must be reading PH for ideas?
The Brexiter's guide to pretending whatever deal Johnson gets is the exact deal you wanted
https://www.thedailymash.co.uk/politics/politics-h...
You would honestly think they must be reading this thread The Brexiter's guide to pretending whatever deal Johnson gets is the exact deal you wanted
https://www.thedailymash.co.uk/politics/politics-h...
Is it because the world is a little more complex than TED talks powerpoint visuals and surveys put together by the year 1 grad intake?
You could always "Fake it to Make it".
You cannot predict the end state of Brexit; and its economic impact on the UK - until you know what course we are put on. Their are lots of scenario outcomes, some more credible than others; all with different and variable inputs.
Since the government has yet to announce much of its post Brexit blueprint; how can any predictions be accurate (or is there an ACTUAL remain time machine out there?).
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