Jtc Share Discussion Threads

[7kiwi] 01/1/2019 01:50

Happy New Year everyone

[swiss paul] 31/12/2018 20:43

we can always use the reduced UK - Ireland ferries - let the paddies ship there stuff direct to Europe - no backstop there eh!

[mount teide] 31/12/2018 19:49

maxk - May's and her handpicked, overwhelmingly remainer cabinet have been wilfully negligent in not adequately preparing from June 2016 for a No Deal clean break, not least since this is the only way the unelected venal charlatans in Brussels would have taken the Brexit 'negotiations' seriously.

Any company Board that acted like May and her cabinet over the last two years would have been replaced long ago.


With reference to the additional ferry capacity - most of the other short sea ports should be able to increase the truck throughput substantially, since all have very low daily berth utilisation rates compared to Dover and Calais.

[mroalan] 31/12/2018 15:05

CONFIRMATION IF REQUIRED,MRO.

[7kiwi] 31/12/2018 13:43

So, has anybody got any predictions for 2019, or any good stock tips?

[maxk] 31/12/2018 12:14

MT

Do you have read on this ferry business cooked up by Treeza's donkeys?

[bmnsa] 31/12/2018 08:26

Gold coin will be the safest

[pendragon2] 31/12/2018 07:11

Varo is very genial, but a bit superficial - hence difficult to disagree with. He doesn't seem to realise that by the time you have argued the case for reform in one area, the EU has moved on and sweeps problems out of the way without solving them and simply expects people to wriggle their way around the issues. (I know that's a fairly superficial comment too, but hey, this is a thread not the Oxford Union.)

What he failed to understand about the Greek Crisis was that the EU Finance Ministers intended they should have the money, but didn't want to talk terms and expected him to engage in the nitty gritty of the technicalities, matching tranches of funding to areas of risk and stitching in the guarantees to evade a broader default. He thought they wanted to haggle over the terms and the scale of the bailout and got on their nerves (timewasting, lecturing them on low level economics). Even the EU has to maneoevre its finance within the framework of what the international banks and institutions will accept or come up against collateral damage.

With a deal like that nobody was going to hand over a blank cheque to the Greek Central Bank and Mr. V's Ministry of Finance.
................
Avoid all German banks, put your Euros in the Channel Islands, or switch to another currency till the weather improves.

[7kiwi] 30/12/2018 15:02

Probably best to avoid Deutsche Bank though!

[mroalan] 30/12/2018 14:31

Interesting talk by Varoufakis,first point make sure your euro account is held in a german account,makes sense,mro.

[mroalan] 30/12/2018 11:07

fox on mid day news thinks its 50/50 that brexit will happen unless mays deal is accepted,it looks to me that this has been the plan for quite some time.

[mount teide] 30/12/2018 10:30

The primary reason the Doha talks failed was that agribusiness lobbies in the EU and to a lesser extent the USA and Japan were successful in ensuring these Nations remained unwilling to give up their huge agricultural industry subsidies/trade barriers.

It is unlikely to be resolved anytime soon as it requires a unanimous decision of all member Nations, - the highly protectionist EU is simply unwilling to open up its markets to international competition.

There are now far more freight containers shipped on intra-Asian routes than to Europe and the USA(something totally unthinkable 20 years ago) - this intra-Asian trade growth is still in its infancy and will continue to accelerate fro decades - it is opening their markets to successful industries and adding huge numbers of jobs, while benefiting consumers with lower costs.

I saw Apple iphone 8 4G contract deals with unlimited Data and calls in SE Asia for £15 a month with no upfront fee.

[alphorn] 30/12/2018 09:34

MT - how would you comment on the impasse following the Doha WTO meeting? When is that likely to be resolved and how IYO will that impact the WTO and the growth of bi-laterals?

[mroalan] 29/12/2018 17:05

EU QUANTATIVE EASING 2.6 TRILLION.

[aleman] 29/12/2018 12:41

But that is not the entire story, 7Kiwi.






Corporate credit markets continue to tighten rapidly

[7kiwi] 28/12/2018 17:09

Ale,

Money supply growth appears to be slowing.

[aleman] 28/12/2018 12:18

JTCod
24 Dec '18 - 08:44 - 70756 of 70791
0 4 0
Sometimes a public statement has the exact opposite effect of that intended by the individual.......

A football club Chairman comes out and publicly backs the manager........

Someone unsuspected in a murder investigation and as yet not even questioned publicly proclaims their innocence...............

A Treasury Secretary visits all the major six banks and proclaims on Twitter they have very good liquidity and are not experiencing any problems........



You plonker Rodney. :-)

I get the feeling some of this could be relevant. This is how QE was "neutralised" so that it would not equate to monetising debt. But there has been leakage at times and it could well be behind the frothier part of the bull from 2015 to 2018 when leakage was most prominent. I'd like more recent versions of these charts to see if monetisation is still leaking into the economy - or are the Fed's QT and MBS sales more than neutralising the drawdown of excess reserves so that liquidity is tightening?



What happens if and when excess reserves run out?

[barrie o bumma] 27/12/2018 16:36

The police threatened to arrest me for attending a carol service

[jtcod] 26/12/2018 18:58

Interesting threadhttps://mobile.twitter.com/wolfejosh/status/887300959331901440?s=19

[kaos3] 26/12/2018 05:05

warren buffett

[barrie o bumma] 25/12/2018 22:21

Tommy Robinson : (JOIN UKIP) UK Veterans & Tommy Robinson what a team 2018!