Thg Share Discussion Threads

[one_frankel] 28/1/2024 22:28

You must have gone to the Moulds school of thought Hades hehe!...But ever wondered how the US can reduce its debt without ever contemplating reducing interest rates!

...Think of it as a much needed lesson in basic fu_ckin economic fundamentals but that MBA has stood you real well my dear friend or was it just a blip in your 'Uneducational' journey!

[hades1] 28/1/2024 22:06

Filtered again this time for being incredibly educationally challenged.
Let’s hope Toasty now takes your financial advice.
LOLs

[one_frankel] 28/1/2024 22:05

Debate hehe!...You can't even figure why all your hoopla is what a fu_ckin commoner states, you truly du_mb fu_ck!

[hades1] 28/1/2024 22:03

ENOUGH
I love to debate but not with pond life!
LOLs

[one_frankel] 28/1/2024 22:00

Answer the fu_ckin question and then we can decide who's actually clearly incompetent here Hades!

[hades1] 28/1/2024 21:58

God you’re thick - Toasty was right!
Amazing you can breathe by yourself.

[one_frankel] 28/1/2024 21:56

Umm hello, if as you state they reduce rates, what will transpire with inflation in future with the US in such buoyant form and have you even seen the latest Labour statistics but I'll leave you to intepret them as best you can!

...You are simply deluded Hades and I really don't have time to communicate or teach a would be investor that cant even get to grips with brass tacks unfortunately!

[one_frankel] 28/1/2024 21:50

I don't think you really understand why they just can't reduce rates as there are just way too many other pitfalls to contend with should they and which will tip the economy my clearly informed friend but take some time to listen to the rhetoric of good old Powell!

...And you give a whole new fu_ckin meaning to stupidity Hades but maybe thats why you're invested in this tripe hey!

[hades1] 28/1/2024 21:48

They have to reduce US rates to repay their national debt.
You absolute idiot.
Why do you think rates were held so low for so long before!
THE LEVEL/SIZE OF THE US NATIONAL DEBT.
They have to control it and they can only do that with low US rates.
Otherwise it……R30;?
Ultimately that’s always the real goal of the FED - avoiding melt down.
Ultimately they can always alter the measures of inflation if necessary after all the UK has done that for decades.
Please get an education - An MBA is useful but I am told not essential?
The MACRO is always bigger than you think.

[one_frankel] 28/1/2024 21:37

So why would they reduce rates and is Energy the only comparator to inflation but where the fu_ck do you get your undoubted knowledge from Hades, the daily mail!

... And I really don't need to watch and learn anything especially from those that are clearly clueless and for your information its neither of those world economies but China where the future potential for an investor resides now!

[hades1] 28/1/2024 21:34

Just watch.
US inflation is already under control and well below the UK.
They are also energy independent.
The US economy is operating at a different level or more accurately on a different planet to the rest of the world especially the UK.
Watch and learn.
US and Japan are the places to be!
The Japanese market is now incredibly important to THG strangely enough.

[one_frankel] 28/1/2024 21:30

No chance Imperialist and the presidential election is in Dec anyway!

...Are you truly a simpleton Hades, actually dont answer that as I already know unfortunately!...If the US drop rates with their economy in such rude financial health, what the fu_ck do you think is going to happen with inflation again and their target of below 2% because the FED making decisions with any real foresight will have devastating consequences, make no fu_ckin mistake you silly mu_g!

[hades1] 28/1/2024 21:19

The only option the Fed has is to drop rates as low as possible again as fast as possible so they can start to repay the debt again.
It’s their only option you fool Frankle - it will start in US in H1 possibly as early as March with UK inline or soon after as we have a similar problem.
It’s exactly what happened after financial crisis but post the pandemic the increased government debt situation makes the rate reduction even more urgent.
The US election just adds to the urgency as there is a quiet 6 months post the election anyway.
It effectively ‘has’ to happen and the markets know it!

[the imperialist] 28/1/2024 21:08

“Later in the year”

We are aligned in our thinking. Until that time though the market needs to offload to retail.

[one_frankel] 28/1/2024 21:02

Hehe, the Fed dont have many options left as you'll soon discover later this year with their trillions in debt Imperialist!

...And you're a fo_ol Walsh so nothing new there hey!

[the imperialist] 28/1/2024 20:35

It’s a US election year. All your usually-reasonable bearish rhetoric goes out the window. Don’t fight the Fed.

[walshr123] 28/1/2024 20:21

Big shift today Frank! Do you think you’ll ever get to teabag toansy?

[one_frankel] 28/1/2024 19:24

Bobby's 'Ramp-it-Up' on LSE sees no bounds folks, maybe he's really gunning for that holiday to the Maldives hey!

...Makes a welcome change from living it large in Benidorm or was that SouthEnd on Sea hehe!

[one_frankel] 28/1/2024 19:04

Just for you Hades and maybe it will help with your understanding or lack of but just take a moment and look at what sectors are being heavily shorted except its really not that surprising to some of us here!

...

[one_frankel] 28/1/2024 18:45

No Hades, the reason you won't provide your insights is because you're talking utter nonsense except some of us here have not just joined the bandwagon you seem to call investing but good luck to you too because theres no doubt you're going to need all the bloody help you can get unless you wise up and real soon my dear friend as this really is no jo_ke!

[one_frankel] 28/1/2024 18:33

Is THG not also in the discretionary sector Hades but then surely you would expect it to be affected far more than the wider retail sector, no?

[one_frankel] 28/1/2024 18:28

Tell me as I'm intrigued Hades, who are those winners and losers you see emerging now?

...And you take an interest in some mediocre indicator like consumer sentiment for market direction, come on Hades you can't be this bloody ignorant man surely!

...US will dictate when rates reduce around the world, not the UK but when the US economy is so strong even now with their monetary measures, reducing rates will cause inflation to roar its ugly head again and then theres a risk of hyper inflation as you're already seeing in Turkey and parts of South America so its highly unlikely rates will come down anytime this year and two decades with the era of free money doesn't reverse just like that and the world economy is getting worse not improving my dear friend but as yourself why is China being so proactive with stimulus to kick-start their economy but I'm sure you don't need me to tell why hey!

[hades1] 28/1/2024 18:19

The winners are always the survivors that take market share when the sector turns.
The list of winners and losers is already emerging.
Rates will likely start to decline as early as March/April/May and consumer confidence is already showing positive modest improvements.
I could give you further insights but I won’t as I have read your posts and know your new mates.
But I wish you luck with your chosen path as you will need it!
PS
FYI toasty’s business (assuming that’s also not a lie?) whilst discretionary is also extremely niche so not a guide to the sector - IMHO

[one_frankel] 28/1/2024 18:17

Paddy is bang on with blanket shorting wider retail and the fo_ols are the one's who continue to buy thinking otherwise but let's hope that's not you hey!