If the current rumour turns out to be true about blackrock & eqt bid for $AES. $ 17.40 per share needs improvement.
I'll wake up when they table a proper offer of $ 20 a share or more.
Good growth outlook and prospects, stable 4% dividend that is well covered.
Please come to the table with a realistic... Show More
February Update:
After holding nearly 30% cash through January 2025, i have unwound this to circa 10% over the period of February in a portfolio adjust.
Looking ahead over the next 3 to 5 years we can see, as a few others have commented on, which is a coming surge in electricity demand from electric... Show More
$BTC$ETH were 50 to 60% from peaks.
So i took this opportunity to add some $ETH .
Crypto selloff has seen some money go into defensive stocks like telecoms, big pharma, REITs, defence and gold.
Some of that cash will be going back into crypto, some will keep a proportion in cash.
Global equity markets... Show More
The past few weeks has shown how quick the markets can transition.
I incorrectly predicted the move of gold from $4000 to $5000 over the space of a year, instead, from $GOLD at $4320 at 2nd Jan, it has rallied over $700 in 3 weeks.
With the Venezuela move, Iran threats, Greenland threats and US debt... Show More
Update week commencing 29th December:
Again over the Christmas period i have made a slight risk adjustment to the portfolio.
I have increased exposure to gold mining stocks and closed my etf position in gold. $GLD (SPDR Gold)
I am happier holding this position for the longer term.
If i was day trading... Show More
So adding to my post from November, Trump's capture of Maduro is going to add to the geopolitical tension, i can see gold trading back above the 20 day moving average when the gold market opens again Sunday night.
Some people that were leveraged short $GOLD may be rethinking that position now.... Show More
November has been an active month, above my normal levels of portfolio adjustment.
$GOLD has done exactly as expected and shot past 4000 dollars headed towards 4500 to then consolidate around 4000.
I also expect gold to creep towards 5000 dollars over the course of 2026, we won't see more rapid... Show More
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Cookie List
label
ConsentLeg.Interest
label
label
label
Sun Mar 15 2026 05:16:20 GMT+0000 (Coordinated Universal Time)