Are Metals the safe way to go given the current dangers facing the Equity Stock Markets?
Metals can be a good hedge versus equities under certain conditions — but whether they are the best hedge right now depends a lot on your risk profile, time-horizon, what you expect to happen in the economy, and what “fall in the stock market” scenario you are trying to hedge. Here’s a breakdown of […]
Canada Challenges China’s Dominance of critical minerals!
Yes — Canada has a real chance to challenge China’s dominance in the critical minerals space, but it also faces significant hurdles. It won’t be easy, and it won’t happen overnight. Below is a breakdown of where Canada is strong, the obstacles, and what would need to happen for Canada to make a serious […]
Europe’s first new open Rare-Earth plant and why? Investment opportuunity?
Europe’s first large‐scale production plant for rare‐earth magnets is opening for several interlinked reasons, mostly tied to strategic, economic and environmental priorities. Here are the main motivations: Why the plant is opening Reducing dependence on China Europe currently imports ~98% of its rare-earth magnets from China. That poses supply chain risk, especially for critical sectors […]
Why the BOE are Selling their Gilts back into the market?
Great question — This is about the Bank of England’s Quantitative Tightening (QT) strategy. As the BOE refuses once again to reduce interest rates, despite all the financial indications (slowing economy, less jobs being created etc), it now decides to sell its Gilts, The BoE has two main ways to shrink its balance sheet […]
Why the Crypto groups are attacking the Bank of England re their plan to limit stablecoin ownership!
Here’s a summary of what’s going on — what the Bank of England (BoE) is proposing regarding stablecoins, what crypto / payments / business groups are objecting to, and why. If you want, I can also give my view on whether their concerns are valid. What the BoE is proposing The BoE plans to […]
Danny Kruger defects to Reform- oh Dear!
Danny sent me his reasons for the Defection!! will there be more? Dear Lee Today I announced that I am leaving the Conservative Party and joining Reform UK. I know this will come as a shock, and strike many as a betrayal of the Party that selected me as a candidate for Parliament and supported […]
Response to Kemi Badenoch, Kemi do your want to be PM or Not?
Dear Kemi, Do you want to be PM or NOT!Living within our means is a very noble and sound philosophy when it’s possible, it applies to our household expenses and equally to government budgets, we should all do it and here we 100% agree, … however sometimes in life, things do just not add […]
The political implications of Rayner’s resignation
When you buy a second house, beware of the tax implications!! Here’s a deeper look into the political implications, the cabinet reshuffle, and reactions from other parties following Deputy Prime Minister Angela Rayner’s resignation on 5 September 2025: Political Implications & Internal Dynamics A major blow to Starmer’s governmentRayner’s resignation delivers one of the most […]
UK retail investors have flocked to gilts in 2025, making it a record year:, Here is why,
Here’s why UK retail investors have flocked to gilts in 2025, making it a record year: 1. Yields at Multi-Year Highs Sharp rise in gilt yields: Long-dated gilt yields, like the 30-year, have climbed toward their highest levels since 1998—hovering around 5.57%–5.72% This surge is largely attributed to a global bond market sell-off […]
Why are UK’s borrowing costs the highest in the G7 and soooo very High?
Good question — the UK’s borrowing costs (yields on government bonds, or “gilts”) have been unusually high compared to other advanced economies lately. A few key reasons explain this: 1. Inflation has been sticky UK inflation has fallen more slowly than in the US or eurozone, especially in services and food. Sadly, Investors expect […]