Trump’s supporters think he just played a blinder of masterstroke reversing tariffs. Those of us with clearer minds and an understanding of finance know the truth – Trump lost. The bond market punched him hard between the eyes.

 The stunning success of yesterday’s 14x covered 2040 Gilt confirms the new Labour Government has a wider range of options for the October Budget. It nails the lies fictitious “Bond Vigilantes” having been pouring in the market’s ear – the fact is the global bond market has just demonstrated confidence in Sir Kier Starmer and Rachel Reeves.

The UK election is the most important in decades, but the debate on policy and the future is trapped in the minutiae of the financial orthodoxy of costed and funded policy tweaks. The malign ghost of Liz Truss and the Trusterf*ck haunts markets like a bad smell. It must be exorcised!

Liz Trump – now there is a scary thought! Liz Truss is the news again – still in denial. Trump is in court and angry. Crypto shills are talking BitCoin higher on the halving and presenting detailed charts on why it’s definitely going to $300k. Madness stalks the Earth.  

Something is rotten in the state… A deep rooted canker underlies the current crisis. Removing it will give the UK a real chance at some kind of Brexit Bonus, Growth and Prosperity. But we have to change, and change utterly.

If you thought Unfunded Spending was a bad idea, don’t be fooled Austerity is going to be any more successful. It’s Anti-growth, regressive and will push the UK into deep recession, but about the only policy option left open to the discredited Tories.

Morning Porridge Extra. Jeremy Hunt? Really? Jeremy Hunt is the [...]

Budget U-Turns and a P45 should take the edge of the UK’s Financial Woes for a few days, but the big question is what comes next, and who should iterate the New New Conservative Thang. It looks like we have Adults Back in the Room!

The headlines could not be bleaker in terms of open political plots within Government and The Bank of England undermined internally and externally. This is how nations fall – this is not what the UK deserves.

The UK is not bust or broke. Smart investors are actively looking for bargains in the wake of the Trusster**ck. Its time for change to monetise the value of the UK for the UK!.