lookingforclues

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lookingforclues replied to the Investment Strategies board. 56 minutes ago

Re: What happens after the FTSE 100 reaches 7,00

GS

As I'm sure you are aware I pretty much agree with everything you have said regarding the misleading nature of Robs statements concerning dividends.

However I would take issue with your comment;

Similarly, current [more]

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lookingforclues replied to the Paulypilot's Pub - Macro Topics board. 07:50

Re: When the money runs out

The UK is poorer, likely to get poorer still in relative terms and is going to find it very difficult or impossible to meet its prior obligations - anyone want to argue with that?

Yeah, it's bo**cks.

Put the papers to one [more]

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lookingforclues replied to the Bert's Investor Sanctuary board. 07:25

Re: Party time in the Market

The correlation between GDP and equity markets is clear enough. Corporate profits correlate strongly with GDP; and equity markets correlate strongly with corporate profits.

Yes, although the mean reversionists might be getting a [more]

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lookingforclues replied to the Investment Strategies board. 17:26

Re: What happens after the FTSE 100 reaches 7,000?

If the prescient investor had given away the shares in 1945, but kept the right to the dividend stream he or she would still have £139,373.

Only if they had reinvested those divs back into the underlying shares.

Once you [more]

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lookingforclues replied to the Trading My Way To A Million board. 08:17

Re: Update

BertEEE said:

'The whole purpose of TMF is to help each other to generate wealth - it's certainly been a huge help to me on that front over the last 8-9yrs. TMF is about advancing the group as a whole not winning a competition between [more]

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lookingforclues replied to the Paulypilot's Pub - Macro Topics board. 13:55

Re: Money

It's similar to borrowing a fiver from a pal and immediately giving back to him for safe keeping. But instead of him keeping it in his wallet he lends it again to someone else.

Well, that's not really how it works for the banks or in [more]

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lookingforclues replied to the Paulypilot's Pub - Macro Topics board. 11:45

Re: Money

Fractional reserve banking operates by making loans that are immediately returned to the lender in the form of a deposit.

Doesn't need to be immediate. Read what I wrote again - money is returned to the original lender in the form of [more]

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lookingforclues replied to the Paulypilot's Pub - Macro Topics board. 06:45

Re: Money

From the link;

Namely, when you think about it, every peer-to-peer initiative (P2P) on offer today is really representative of a move towards a private sector version of full-reserve banking.

Maybe it doesn't happen today but [more]

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lookingforclues replied to the Weight Control board. 07:08

Re: Endomorph

I can identify the reason for the weight gain in recent years, remembering the simnel cake, lost count of ice creams (healthy or home-made), innumerable chocolates (despite considering chocolate as a poison) and Mrs Bnc's excellent cordon vert [more]

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lookingforclues replied to the Bert's Investor Sanctuary board. 18:22

Re: Gross Says Bond Bull Market Probably Ended April

I know I said the same thing 6 months ago (and was wrong)

Not really. In fact if anything the bull market ended last summer. UK gilts are still below those highs and corporates are only slightly higher.

Boards Post

lookingforclues replied to the High Yield - Share Strategies board. 07:05

Re: Am I thinking about this correctly?

mattman74

From an historical perspective your thinking is pretty much spot on. The real return from equities over the past 100+ years has been a tad over 5% whilst that from cash has been close to 1%. I.e. you should be able to take 5% p.a. [more]

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lookingforclues replied to the Property - Markets and Trends board. 11:26

Re: when will house prices stop rising?

We got 2.99% on a lifetime base rate tracker last year with a 20% deposit. You've tended to need 30%+ since then for the same rate, but 3.4% is pretty easy to beat.

Current tracker deals indicate minimum 3.9% cost for comparison [more]

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lookingforclues replied to the Property - Markets and Trends board. 09:20

Re: when will house prices stop rising?

Is the rental price fixed for life, if not then you aren't comparing like with like.

Agreed but I was responding to the comment;

Renting a home directly will always more expensive that renting the cash to buy [more]

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lookingforclues replied to the Tesco plc board. 07:17

Re: Toys for Boys

I'd be more concerned about the label 'chemistry set'.

Safety goggles but no magnesium ribbon?

lfc

Boards Post

lookingforclues replied to the Property - Markets and Trends board. 06:55

Re: when will house prices stop rising?

Renting a home directly will always more expensive that renting the cash to buy one.

Gross average rent for PCL apartments was 3.43% last year;

[more]

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lookingforclues replied to the Investment Strategies board. 07:20

Re: Seasonalities: April

GS

So I can appreciate that you don't bother waiting to buy -- you just look for another stock (or asset or asset class) which is at a better point in its cycle. That is smart as it saves time and frustration. However, it is just as much [more]

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lookingforclues replied to the Investment Strategies board. 09:59

Re: HYP or Buy To Let

I'd imagine that 20-30 years ago BTL would have been attractive as an investment opportunity for people looking to diversify their investments what's changed??

er, the price?

20 years ago rental yields were roughly double [more]

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lookingforclues replied to the Paulypilot's Pub - Macro Topics board. 07:00

Re: The Treble

My view is that energy growth is not a constraint for many many generations,

At trend growth of 2.5% p.a. our energy consumption will be roughly double its current level in 28 years or just over one generation. Whilst high prices have [more]

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lookingforclues replied to the Bert's Investor Sanctuary board. 06:43

Re: US GDP revised up by 3% from July...

Clearly if imputed rent is not included in the calculations, the GDP of country B looks greater than country A as all the rental transactions will be captured - yet in reality there is no difference when it comes to the amount of housing services [more]

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lookingforclues replied to the Investment Strategies board. 14:19

Re: Commodities vs. Equities

The expected real return from commodities is zero.