Investments should be made detached from emotion and patriotism. You should base your investment decisions on things that are tangible, real, measurable and not based in fantasy and rhetoric.
My statement is objective, Ineos, Dyson, Swire.
Italexit has just started.
Sure I am assuming certain things happen but cause for it exists.
The EU is dead. Globalisation is in recession like the world economy. Nationalism is on the rise, itās clear.
In the case of both BT and Rolls Royce a large part of your reason to buy is that they canāt fail (or wonāt be allowed to).
To my mind thatās not good enough. Even if we suppose thatās true (which I rather doubt in the case of RR) thereās a huge gap between ānot going bustā and doing remotely well. For my part, Iād like to hear a bit more about why you think these companies are going to actively do well rather than just not fail ā the latter is true of a lot of companies. IAG for example is unlikely to bust but I still view that as a bad buy atm.
Iām a bit more bullish on the FTSE than the duck is. But actions speak louder than words and I havenāt bought anything on it in quite a while.
The most recent things Iāve bought are Amazon, Aercap, Google, Intel, and a commodities ETF.
None of these are inherently good things.
I didnāt mean shorting. I donāt really consider that as an option 
.
I meant whether you had sold your Tesla position and were waiting in cash.
I am currently half cash & gold and half stocks, hoping that if the market goes down the gold goes up and I can buy stocks cheaper. I donāt know if it will work, gold also fell in the march lows.
I disagree on this point, the EU may well disband in 10 or 20 years, no one knows but I do not think it will disband due to nor during this current crisis.
If there was to be an āItalexitā it would have happened during the Liga and 5 Star movement coalitionā¦ now that that is history and Italy will receive money from the EU it seems very unlikely.
Also, could the EU survive without Italy? Possibly.
It would be a hard moral blow, but it could survive. Without France or Germany it could also survive but due to their location in the middle of Europe it would be harder.
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Arenāt good for who? There are always winners and losers. Whoever adapts quickest and leads has the advantage.
Rolls Royce are leading the electrification for flight. The government is funding 50pc of their research on ACCEL, as I said they wonāt let them go bust. RR is also in contention to be part of a Ā£250bn scheme to roll out mini nuclear reactors. Would not surprise me If government backs this, going āgreenā, even if toxic and boost economy. RR slashed pre-tax losses by 2bn in 2019 and they have a healthy defence order book. The company was on the rise and I think will pull through this.
BT, UKs largest provider of broadband. They own openreach. The reliance on internet is only going to grow. BT have worked with Ericsson to create the first 5G smart factory in the UK, this will be the norm as autonomy and robots start to take over. This is supported by their dividend cut which they are spending some 12billion on FTTP (more than virgin/O2). In my opinion 5g is a new Kondratiev wave that will help stimulate the economy when it takes off, BT being in telecommunications will reap some of the rewards. They are keen to take of advantage of this and the fact that EE was the first to go live with 5G in the UK and currently has the biggest 5G network shows that they are one step ahead of their competitors.
Itās great that youāre bullish on your stocks. Youāre supposed to be, but you shouldnāt expect others to be (and the opposite is true).
Iāll allow gloating either way in 15-20 years.
The S&P is your target, best of luck.
Hah thanks. Iām new to investing and I appreciate I donāt know as much as you guys. I am open to criticism as itās the only way you learn. Maybe I will have to get burned but just putting my viewpoint out there.
Your viewpoints are as valid as mine we just have different visions of the future for the UK. (Typical bull and bear cases).
Iām pretty bearish myself. Think itās going to just flatline for a long time. A small proportion of my pie is in UK stocks, I feel bad for not investing much in my own country, but you have to be rational and a little selfish. Pick companies, not countries
I am enjoying the discourse in this forum. It is good and useful to see different viewpoints, which goes to show that people who are investing on T212 are not just gamblers like the media is making out that anyone trading on these free commission platforms donāt know what they are doing. It shows investors on this platform are not sheepish and just investing in what everyone else is investing in. The market needs people to invest for it to function and if all of us just bought one company there wouldnāt be much of a market.
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Personal opinion is liquidity will prop up the markets for the moment.
the issue for value investors is now that entry points are becoming harder to come by, to invest at the moment people need to be comfortable buying on strength.
Yes that maybe a retracement but at the moment the fed has created the fed put and eu just smashed through another liquidity measure.
Also interest rates are nothing and yields are low on bonds. To drive returns people have to take more risk going into stocks, the question will be asked of active hedge funds how long will they sit on their cash waiting for a crash. Passive funds through 2020 have again out performed when active out performed in q1. If hedge funds decide to close their shorts we will end up with a short squeeze and an injection of capital. Pretty much how Tesla got to 1800 I believe!
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Liquidity looks to be continuing. Another $1200 heading to every US pocket.
A lot of this going Tesla on Robinhood 
Usually something much worse
hahaha 
Do you have a source for this by any chance? 
Sure
Kudlow says coronavirus relief will include $1,200 checks and extension of eviction moratorium
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