General News
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Pleased you’re spending time investing in the knowledge. Hear the comment, ‘I hear a lot of opinions but I can’t always adjudicate. ‘You’re talking to the expert’ yes he is.
Cuda/cuda. Cuda is so pervasive because it’s been built over 20 years. It has more developers than any alternative. AMD have no answer for it. It makes gpu’s sing. The end
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A great couple of weeks capped off with positive vibes out of the ME. SK Hynix(memory giant) reports on Thursday so that will likely move Micron in sympathy. Have a good wend all.
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A very strong day today (if it holds) across the board. Nice to see. Micron hit a new high of $485
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A very strong day today (if it holds) across the board. Nice to see. Micron hit a new high of $485
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In particular. Cobens Tech
YTD +16.67%
1 Year +97.2%A lot of tech is barely positive
Biff Lusitania Fund -3%Lifestyle and Tech are ATH as is Index 100
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Funny coincidence that, but the fund isnt named after the ship
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Iceberg Fund for the win.
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Iceberg?
Don't mention Icesave......Landsbanki......a minor shudder down my spine remembering how we had a large sum (between houses!) at risk back in the day...
https://www.theguardian.com/money/2008/nov/10/credit-crunch-savings-icesave for those unfamiliar with the episode -
Another solid session so far with new ATH. KLA +$100 to over $1,900
MU over $500 and Nvidia circa $209
Amazon also ATH @ $261Enjoy the weekend all
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Any thoughts on the comments from the BoE Deputy - https://www.bbc.co.uk/news/articles/c75kp1y43lgo
Struck me as a bit of a nothing comment - “an adjustment at some point”, but not necessarily “today, tomorrow, in 12 months' time”.Is she trying to prepare us for a big crash in the next couple of years?
Is she talking nonsense?!(meanwhile, have a great weekend all!)
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All I’ll sayMike, is the lady has worked at the BOE since graduation-she said the same in 24 and 25. Ask yourself why they say such things-high asset values create inflation. Economics at that level is theoretical and irrelevant to what we do. If she knew anything remotely correct she wouldn’t work at the BoE.
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Everyone has an opinion, some valid, some vacuous (mostly). The difference isn't hard to spot.
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Some perf figures:
Cobens Tech YTD +17.8%
Lifestyle +10%
Index 100 +5.13%
Equity +1.66%Nest Sharia +3%
Vanguard FTSE All-World UCITS ETF +4.76%
Fundsmith -7.3%
ARK negative
BIF Lusitania Tech -3%past performance is no indication of future returns.
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Morning Adam can you tell me the YTD for Gobal Growth please.
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Hi J,
GG YTD +6.15%-that is net of all fees
Regards
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The following companies will report earnings next week. We will post the expected guides and some pre-ER thoughts, early next week
