General News

[Adam Kay]

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.

[Adam Kay]

A very strong day today (if it holds) across the board. Nice to see. Micron hit a new high of $485

[Cappo]

@Adam-Kay The anticipation is killing me!

[Adam Kay]

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

[Rodders]

Did the Lusitania not sink?

Top picks, Gents

[Adam Kay]

Funny coincidence that, but the fund isnt named after the ship

[Renmure Jim]

Iceberg Fund for the win.

[mikeiow]

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

[Adam Kay]

Another solid session so far with new ATH. KLA +$100 to over $1,900
MU over $500 and Nvidia circa $209
Amazon also ATH @ $261

Enjoy the weekend all

[mikeiow]

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!)

[Adam Kay]

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.

[Adam Kay]

Everyone has an opinion, some valid, some vacuous (mostly). The difference isn't hard to spot.

[Adam Kay]

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.

[Jason Knowles]

Morning Adam can you tell me the YTD for Gobal Growth please.

[Adam Kay]

Hi J,

GG YTD +6.15%-that is net of all fees

Regards

[Adam Kay]

The following companies will report earnings next week. We will post the expected guides and some pre-ER thoughts, early next week