The December 2017 edition of the UK Investor Magazine is now live: What will Father Christmas be putting in the stockings of the writers of ShareProphets, nine share tips , plus sexism at the BBC
Tom Winnifrith Bearcast - classic cars, Begbies rad flags, insider dealing and Carpetright - it is all ending in tears
Published 9 days ago
We own these shares but Zac "The Knife" Phillips is the City's No 1 oil analyst so we have an excuse for flagging up his latest note. His employer, SP Angel, is also shop to Curzon (CZN) so even the great Zac cannot be deemed impartial. However, the leader of the free world has done another "beautiful" thing, slashing US tax rates. Zac opines:
Published 47 days ago
I start with a look at whether some current assets are really current assets, taking my inspiration from my earlier analysis of Jim Mellon's flagship dog Regent Pacific. I explain why getting this right is so important in endeavouring proper company analysis. Then it is onto Friday's market sell off caused by what even ABC now admits was 100% fake news about Donald Trump. I look at the tax plans of POTUS which are inspirational and compare them with the rhetoric coming out of Jeremy Corbyn's Labour Party. I increasingly think Corbyn will win the next election and explain why that would be such a disaster. Tomorrow there may be no bearcast as I am travelling but I plan to do a double video share tip for paying subscribers only
Published 151 days ago
Gold guru Byron King notes recent US domestic news surrounding the media and those trying to control the narrative. The media’s recent interest in Confederate statues and how this is an ongoing massive political battle and distraction being waged between the deep state and those trying to be free of big government. King argues that if Donald Trump can’t push through tax cuts and infrastructure improvements, then everything that was supporting the rising stock market will begin to crumble. Capital will flow into the under appreciated precious metals sector if there is any loss of confidence in the larger financial markets.
Published 254 days ago
Ripped straight out of the day's headlines, ShareProphets readers had funny captions for this US President Donald Trump / former FBI director James Comey photo. But there can be only one winner.
Published 255 days ago
Caption this photo of US President Donald Trump and former FBI director James Comey having a quiet word with each other.
Published 265 days ago
Donald Trump is promising the biggest tax cuts in US history. Reaganomics on steroids. But can the US afford it given its gaping deficit and debt? Over to libertarian gold bug and hero of the people Peter Schiff...
Published 277 days ago
The U.S. government is poised to shut down on Day 100 of Donald Trump’s presidency, unless Congress can pass a new spending bill or a continuing resolution before the current one expires on April 28... Whilst the Republicans control the White House, the Senate and the House of Representatives, any bill to fund the government is going to require 60 votes in the Senate. The “nuclear option” that the Republicans just used to push the Gorsuch Supreme Court nomination through is not available in this case under current Senate rules because a spending bill of this nature would not qualify. So the Democrats have significant leverage, and they plan to use it to the maximum.
Published 294 days ago
The March edition of the UK Investor Show Magazine is live featuring 7 share tips, company profiles, interview with Richard Poulden of PCGE, why we fight fraud & fake news on Channel 4, Donald Trump, Marine Le Pen, a look at the banksters and much more.
Published 344 days ago
Libertarian investor Doug Casey (like myself) predicted that Donald Trump would win. He expects the administration to encourage resource development and reduce regulation, but says Trump lacks an understanding of basic economics. You have to like Trump, since the creatures of the swamp in Washington D.C. seem to hate him so viscerally. However, he may continue the foreign policies of his predecessors. Doug, like me, thinks a stock market sell off is still likely considering the many distortions and misallocations in capital that exist. He is concerned that Trump could be the next Herbert Hoover, and that he may be painted incorrectly as a free market guy.
Published 353 days ago
Last week's Bulletin Board Moron contest also allowed entries of mindless Donald Trump bashing. Pizza Hardman Darren Atwater did his very best to win via that route but sadly even at his deluded best he could not compete with the savants of the LSE Asylum. There were a number of strong entries, as you can see HERE, but the winner is one that shows the censorship policies of the LSE Asylum up for what they are. Truly that Bulletin Board is a place beneath contempt.
Published 356 days ago
This week, and for one week only, we widen the scope of this contest. As ever, to win simply post the greatest example of idiocy from the Bulletin Boards or twitter relating to shares and the stockmarket in the comments section below. But this week you can also win with comments made on social media or placards from the "wimmin's march" yesterday, from a Donald Trump hater showing the greatest lack of intellectual rigour. The deadline for entries is midnight on Sunday 29th January.
Published 361 days ago
The Bank of England is keeping a close watch on consumer spending amid signs households are dipping into their savings and amassing debts to keep spending in the face of rising inflation. Mark Carney, the Bank governor, said consumer spending had held up since last summer’s vote to leave the EU but he reiterated a warning that living costs were likely to rise on the back of a weak pound and squeeze households’ real incomes. In a speech setting out the trade-off the Bank faces between keeping inflation in check and supporting growth and jobs, Carney noted signs that consumers continued to power the UK economy. “At present, households appear to be entirely looking through Brexit-related uncertainties. The saving rate has fallen towards its pre-crisis lows, and consumer borrowing has accelerated notably,” Carney said in a speech to the London School of Economics last Monday.
Published 362 days ago
Hello Share Tickers. The big change of presidents in the USA has frightened some investors into thinking that any stocks with links to America are to be avoided. At least until we become a bit clearer as to what’s what.
Published 363 days ago
Well, this is awkward.. Prime Minister Theresa May will be visiting newly minted US President Donald Trump next week and hopes to initiate some sort of trade deal, a mere 48 hours after Trump told the world of his plans: “From this day forward, it’s going to be only America first. America first.” But I am sure that he'll make an exception for us. TW Note - Does Darren actually bother to check what Trump says on Trade deals? More fake news from remoaning liberal losers...
Published 369 days ago
Reforming the very nature of capitalism will be needed to combat the growing appeal of populist political movements around the world, the World Economic Forum said on Wednesday. Getting higher economic growth, it added, is necessary but insufficient to heal the fractures in society that were evident in the election of Donald Trump as U.S. president and Britain's vote to leave the European Union.
Published 370 days ago
In a mere five days, Donald Trump becomes president of the United States. In 90 days or so, Theresa May promises to pull the plug on the world's largest trade bloc.
Published 410 days ago
The majority of people are sick of the status quo and feel they have been "abandoned by their leaders," wrote renowned physicist Stephen Hawking in a Guardian op-ed warning on Thursday that the rise of Donald Trump and Britain's Brexit vote come at "the most dangerous time in the history of the human race."
Published 416 days ago
As a climate change "denier" I have written elsewhere about how global temperatures are plunging not, as the BBC might lead you to believe, heading higher. You can see a recent article on that matter HERE. And thus Petropavlovsk (POG) serves up news from Russia which does not surprise me, but which might shock your average Guardian reader.
Published 425 days ago
Mark Carney isn’t willing to take the blame for the state of the global economy any longer. After months of criticism directed at him and his fellow central banking colleagues across the world for low interest rates and the sluggish pace of growth, the Bank of England governor told U.K. lawmakers in the week that it’s time for them to face up to their role.
Published 426 days ago
Libertarian gold bug Peter Schiff is a hero of mine and in his latest note he makes a very vaild point about Donald Trump - he could well bankrupt America. Over to Schiff:
Published 427 days ago
I do not know about you but I am starting to feel a bit Trumped out. And I actually wanted him to beat crooked Hillary. But the papers and TV screens are just so full of the man, what he is doing and what it means for us all. Is the Donald good for shares or bad? What about gold? Or bonds? Or house prices? Or the chances of England winning the World Cup? The truth is that no-one really knows any of the answers... except that England won't win the World Cup.
Published 429 days ago
Gold fell sharply after the victory of Donald Trump. But that was an over-reaction says the world's best known precious metals investor, Sprott. It explains the short and long term case for the yellow metal better than I can. Over to Sprott:
Published 431 days ago
I am getting a bit "Trumped Out" - I think I would enjoy a day when he did not dominate the news. But folks keep writing on how he will change the world. Here is Sprott on The Donald and the markets. Over to the world's best known precious metals investment group.
Published 432 days ago
Folks have focussed on how shares have zoomed since Donald Trump won but what about the bond market which saw its worst week for five years? What does that mean and will it continue? Yes it will. That is the warning of libertarian hero and perma bear Peter Schiff in his latest podcast.
Published 432 days ago
Last Tuesday's US election results was my worst nightmare. Not that a demagogue has won the White House. Not that said demagogue has surrounded himself with an array of nutcases and god botherers. It's not even that electoral success depends on lies and false promises and facts mean nothing.
Published 434 days ago
I expected gold to surge on a Trump win. It did not. So what has gone wrong? Over to the world's best known investor in precious metals, Sprott.
Published 435 days ago
Nasdaq listed GrubHub is one of many companies offering an app to allow you to order food from your local restaurants. Its boss Matt Maloney was a vocal supporter of Hillary Clinton and he has just committed commercial suicide for his company after telling Trump supporting workers to resign. #BoycottGrubHub is trending on twitter across the USA.
Published 437 days ago
I stayed up all night and as a result am knackered. I am happy because I wanted Trump to win as I explained HERE. I am even happier because I have time and time again, even on Monday HERE, shown you why the polls were wrong. And thus as predicted here in early September, the eight reasons why Trump was going to win proved valid. I look at the polling industry and the disgraceful behaviour of the media including BBC star Emily Maitlis and Matt Frei and Kylie Morris, both of Channel 4, in this campaign. I was right and almost the entire mainstream press here in the UK was just plain wrong. Shares have tumbled this morning, I explain what is next for America and for equities there and in the UK and finally, if the establishment ignores this warning as well as Brexit, I predict that Europe will see upset next and explain why so many of us in the 99% remain very angry deplorables.
Published 439 days ago
It seems that we have a rather conservative readership. At the weekend we asked you who you wanted to win the US Election tomorrow and who you expected to win. The results are now in.
Published 439 days ago
Very few of our readers have a vote but I guess we all have a view. And I sense that Europeans are far more pro Clinton than the wise folk in America. Maybe all our readers are libs into spirit cooking? Anyhow we have two Election polls with a deadline for entry of Sunday Midnight. Let's start with who you want to win.
Published 440 days ago
I reflect briefly on the Brexit farce then move onto gold. Will it rise whatever happens on Tuesday? And what does it need to rocket? A win for Donald Trump or the instability of a narrow win for Hillary Clinton but a Republican Congress?
Published 441 days ago
I am a gold bull and hope that after Donald Trump wins on Tuesday we will see another big leg up. Hence we retain big positions in gold plays such as Petropavlovsk (POG), Wishbone (WSBN) and smaller holdings in Kefi (KEFI). So what does the chart say? Over to Palisade Capital.
Published 443 days ago
I start with a quick discussion on how we in the UK just don't get US politics and explain why Donald Trump will win - in fact he is already 8% ahead you read it HERE first! Then I explain why Peel Hunt is probably going to bully me with a lawyers letter regarding the Berkeley Energia (BKY) note HERE. My proposition for Steffi is not to make an honest woman of her...that would be going too far but concerns her worthless client Golden Saint Resources (GSR) and is prompted by her unhappiness at my earlier Bearcast Special HERE. I look at Andalas (ADL), Greka Drilling (GDL) and BlueRock Diamonds (BRD). I am now trying to renew my father's parking permit with Warwickshire County Council and have been kept hanging on a line for ages by the incompetent bastards. String em up with piano wire..
Published 446 days ago
On 18th October Paddy Power (PPB) announced that it would pay out more than $1 million to those who had backed crooked Hillary Clinton to win the US Election even though voting was still three weeks away. With hindsight was this a rather costly blunder. On the 18th Paddy announced on its blog
Published 463 days ago
I think gold is going up whoever wins on November 8. The US is now $19.7 trillion in debt having been $10 trillion in debt when President hopey change took power in 2008. The debt rose by $170 billion in the past eight days! Whoever wins it will kee on spiralling and so I am happy to remain a gold bull. But who would be better for gold: Donald Trump or Crooked Hillary Clinton. Over to Palisade Capital with the chart that tells you:
Published 481 days ago
The first Trump Clinton debate is tomorrow and here's hoping for a knockout for The Donald - I am just so glad that Gennifer Flowers will be in the front row as I explain HERE. But what does a Trump win or a Clinton win for that matter mean for the stockmarket? I am a market bear and selling my shares as I explained yesterday HERE. Does who wins the US General Election make any difference? I discuss this in detail.
Published 482 days ago
I refer to a podcast I did earlier on Dr King and Donald Trump HERE. Malcolm Stacey has today urged you to buy shares HERE. I am starting to sell FIML owned shares as I am now more bearish than I have been in a very long time. I take apart Malcolm's flimsy arguments but add in a number of other points to make, what I think, is a compelling bear case.
Published 502 days ago
I refer to my 8 Reasons Donald Trump will win podcast in this bearcast - you can listen to that HERE. Elsewhere I discuss the problem of a corrupted press with reference to today's Sunday Telegraph on Gulf Keystone (GKP). I then examine why I think the stockmarket might crash this fall. Finally I offer up a quote from Ayn Rand and challenge you to disagree with how, in 1957, she describes the sad world of 2016.
Published 508 days ago
The message to my daughter on why I'm rooting for Donald Trump really is now live now and can be found HERE. Meanwhile, over the past week we have demonstrated clearly that there is an almighty stink about both Cloudtag (CTAG) - HERE - and also African Potash (AFPO) - HERE. I have presented the evidence to the FCA and AIM regulation, I explain why this is now an acid test for the credibility of the casino and who exactly is in the firing line.
Published 509 days ago
I start with an apology to Ms Jo Hart of Midas in the Daily Mail who I termed a silly witch who shames our profession last week. She is, in fact, clearly the world's greatest tipster for today she has lavished praise on a stock we own shed loads of- Concepta (CPT). I end with a note that I have put my daughter straight on Donald Trump HERE. The bu;t of the podcast discusses bigger fool investing with reference to Cloudtag (CTAG) and I explain why Cynical Bear was far too kind on the POS company earlier today and why I am reporting Cloudtag and its Nomad Cairn to the regulators for either lying to investors or misleading them in a material way four days before a bailout placing.
Published 521 days ago
From Gary Newman, Nigel Somerville, Steve Moore and myself there are 14 new investment ideas in the July UK Investor Magazine which is out now. I discuss the spirit of insurgency which caused Brexit and which is powering Donald Trump to the White House and its long term implications as well as the Global Recession which will hit the UK soon and it is nothing to do with Brexit! That and much more is free to read now just click on the link below.
Published 619 days ago
For the 8th time - the first perhaps for our many new readers - I feel the need to explain what free speech really means. I do this for Duck & Dive, a poster here, who seems to think that we are obliged to approve & publish his comments here which are defamatory and make untrue allegations about this website.
Published 655 days ago
I am spendng the day stuffing tickets for UK Investor show into envelopes and so am a bit distracted from the main task of writing. This is a bonus bearcast covering why Donald Trump is right about the stockmarket unlike any other Western politician and also the fun and games that are the Panama papers.
Published 965 days ago
You do not need to be Donald Trump to realise that the implications of the Tory victory on May 7th were rather positive for the housing market, and all that rely on it for their income, including service providers such as Zoopla.