Today is Ascension Day.
It is also the name of the second song on Talk Talk's finale album Laughing Stock. Have heard many mention track three as their personal favourite. My view? I evolve between one of the first three songs, so easier to listen to all!
https://t.co/RrRyqqMU0c
15 years ago today!
Absolute classic - and always my biggest fear that I would do something similar when I joined Twitter a couple of years later.
#HappyEdBallsDay
Always a perfect song for today
I never tire of listening to 'The Colour of Spring' album by Talk Talk. The fourth song on the only eight song album, feels like it was written on a cool pre-Easter 1985 morning of possibilities beyond a natural awakening
https://t.co/vlIhEoYcjb
Finally, I finished it! Correctly dedicated to 'Everybody who helped out in the few months after 11.30 a.m. on Thursday 19 November 2020', but apart from brain bleed chat, inevitably there are plenty of investment thoughts, along with some philosophy π https://t.co/0pao4i46rd
Happy New Year and best wishes for 2026.
"And yet I'll gaze
The colour of spring
Immerse in that one moment
Left in love with everything
Soar the bridges
That I burnt before
One song among us all"
https://t.co/zKO0PRveRe
Happy New Year & best wishes for a successful 2026. As always, the glass should always be viewed as being half full.
"Don't forget
Don't forget
You expected Aristotle Onassis
But instead you got
Mister James Fennings from Prestwich, in Cumbria, down!"
https://t.co/tOLgjcn6ng
It has got to that moment on Christmas Eve when it is time to wish everybody a Merry Christmas, turn off the computer, and remember that #DieHardIsAChristmasMovie
(and if you need to remember why it is such a brilliant film then watch...)
https://t.co/aYN0R77jNI
Something for all multi-asset global investors to be thinking about when considering their asset allocation decisions for the rest of this decade (and beyond).
Global Bond Yields Hit 16-Year High on Fading Rate-Cut Bets ... BBG
Bond investors are now mulling the outlook for global growth, examining inflation risks amid President Donald Trumpβs trade war and surging government debt from Tokyo to London
https://t.co/AUDEobIDMM
Dogs of the Dow Continue Outperforming Broader Market
YTD through November the total return of the Dogs of the Dow equals 20.96%, outpacing the Dow Jones Industrial Average return of 13.86% and outpacing the broader S&P 500 Index return of 17.74%.
https://t.co/5Skbvk1iC1
I expect any current cash allocation in my personal pension fund to be lower by the end of the week. Specific choice of equity/real asset choices always matters, so don't expect it to be any of the current largest cap global names or passive allocations. Keep thinking/good luck
Yes, a busy global corporate earnings season awaits. The key as always are the comments and insights, not a simplistic beat/miss call.
Bring on the insights!
(And then add the macro, political, tariff, and central bank insights too)
Busy week of earnings ahead with 2,400+ companies set to report, along with 5 of the #mag7: $AAPL, $AMZN, $GOOGL, $META, $MSFT. As we head into the peak weeks of the Q3 season, what companies do you have your eye on?
#earnings#stockmarket#investing#trading#finance#stocks #markets
Hello again 'extreme fear'
(and usefully - after the banking sector warm up over recent days - peak quarterly global earnings season occurs over the next 2-3 weeks; forget whether companies beat or miss, focus more on comments/ Q&A insights re company, sector & trade realities)
Worth listening to today's $BF.B investor day webcast /presentation "That's what makes Jack, Jack" https://t.co/DEm6iuTGaU. Premiumization may not be popular today, but strong stories and strong brands work in many ways (including free cash flow & Dividend Aristocrats membership)
"Gold (Gold)
Always believe in your soul
You've got the power to know
You're indestructible, always believing"
My investment allocation opinion remains the same: it is always good to have 'shiny' exposure in your portfolio. Either side of 10% works for me. Don't just pile in now
#BREAKING
$4,000/OZ! SPOT #GOLD TOPS $4,000 FOR THE FIRST TIME, SETTING NEW RECORD HIGH AFTER GAINING NEARLY $1,400 YEAR-TO-DATE.
$XAUUSD $XAU $GLD
https://t.co/EXAmYVtCeO