THE KINGDOM'S RENAISSANCE HAS BEGUN

In his speech this week, Lord Frost will seek to defend the Government's record since Brexit, highlighting new free trade deals, the points-based immigration system and plans to overhaul data laws and repeal reams of retained EU law that no longer works for the UK.  ‘The British renaissance has begun’ Outlining the Government's desire to bring about a “British renaissance”, he will go on to state: “All history, all experience,...

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A METHOD TO VALUE A COMPANY: TANGIBLE SHAREHOLDER SURPLUS

Bogdan Branislov 2 Oct 2021 10:31AMClive Woolley - I replied to you last comment on the BAE (22nd sept) thread, albeit a bit belatedly, so I have copied my reply here:Clive - looks correct to me and certainly the final figure is very much in the right area - I may sound vague here, but the TSS moves every day a little with the share price of course.I use data which gives the net total assets from which I deduct the intangibles, same result your way so that is fine.This is obviously a screening exercise and there are other factors that you...

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PETROL SHORTAGES : THE LONG AND SHORT OF IT

Petrol - there's all you need to take your kids to school. We are told it's in the this country somewhere, just not in the right places. So it's only haulage. We are told it is a multitude of small, short-term issues, of which panic-buying fuel is but the latest, and once we're through we'll be in global Britain-times enjoying our prosperity, power and independence to the max. But as you say, will we? As it feels as though the situation...

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IS IT ACCURATE TO LABEL COMMUNISTS AS "FASCIST"?

But you see, Communists *are* fascist. Communism is the dictatorship of the proletariat, it is where the State is more important than the individual, it is intolerant of opposition, it employs violence on its own people.We say that Nazis were National Socialists and then Fascists, true, so nation is important, aswhere Communism is international.But that's what we are getting at - denial of free speech is unscientific, against the spirit of rational open-minded inquiry, it is unenlightened ...well, that is true of all utopianists, religious...

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ANOTHER ESSAY ON "HOW TO PICK LONGER TERM STOCK MARKET WINNERS"

Cape 28 September 2021If we do decide to allocate our capital to stocks, this then raises some follow-on questions: What stocks should we buy? How can we assess their strength? Do they have any weaknesses? What are their future prospects like? Will they be able to handle an inflationary environment?You might know that our philosophy at Simply Wall St is to not try to predict where the market is going or what will happen next in the...

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MAPS OF MEANING : THE ARCHITECTURE OF BELIEF

Cape 27 September - Jordan Peterson 'Maps of Meaning"Why have people from different cultures and eras formulated myths and stories with similar structures? What does this similarity tell us about the mind, morality, and structure of the world itself? Jordan Peterson offers a provocative new hypothesis that explores the connection between what modern neuropsychology tells us about the brain and what rituals, myths, and religious stories...

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A VINDY DAY - ALL ABOUT VINDALOO

Cape 27 September 2021Here is a little peek into the history of Vindaloo - a classic dish that has strong European influence. It took elements from the Portuguese and English cuisine to create something uniquely Indian. It is an Indianised version of a popular Portuguese dish Carne de vinha d'alhos (the Portuguese version of Boeuf Bourguignon or Irish Stew with Guinness if you prefer) in which meat is marinated in wine...

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WOULD THE PEOPLE OF NORTHERN IRELAND VOTE TO STAY IN THE UNION?

Cape 25 Sep 2021Of the 18 MPs elected in 2019 in Northern Ireland to the UK Parliament, 9 nine are Irish Nationalists, 8 eight are Unionist and 1 one is unaligned.7 Seven of the Nationalists won't take up their seats at Westminster as they don't acknowledge the legitimacy of British rule. All 5 five of the border constituencies returned Irish Nationalist MPs. 3 Three of the 4 four Belfast constituencies elected Irish Nationalists.But...

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THAILAND : IDEAL ENTRY REQUIREMENTS

1. Lateral flow is sufficient for fully vaccinated visitors. Why? Testing is not really needed once the population is vaccinated, but until then a pre-flight LFT is sufficient.2. No quarantine for fully vaccinated. Why? Because any positives are eliminated at pre-flight test.3. No covid insurance. Why? They are never hospitalised for covid (if comorbidities, it can be a different story).4. Many changes can be made to simplify the permission to stay.5. A credible plan to restore and enhance the tourist sector, "build back better" applies to infrastructure...

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STOCK MARKETS MELTING?

Yes, there's 1. this Chinese property collapse 300billion$ - lots of Chinese bought off-plan and will be really angry, -then there's the supply chain all those companies working for Evergrande who could go bust,-then there's all the debt and interest that banks might not get back so they won't have money to lend (this is called a "credit crunch") and so many companies will not be able to borrow, no start up, no grow.Will...

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AUKUS. THIS IS THE DEAL AND THE FRENCH ARE TOAST

Of course the French reaction can be the result of jealousy: fear of loss. Except here, the loss has materialised.  In fact, we see the authentic hurt pride of the French: they thought they had something to be proud of, but their subs were rejected. And we see the hubristic hurt pride of Macron: his sense of his self-importance is punctured. Reality is, the Astralians asked for nuclear subs from the UK and...

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