The Trumped tariff barriers
I suppose that those who have had to pay these ridiculous barriers can now reclaim sums paid. It is another lawyerfest on the way. The barriers arose through a grossly overvalued USD and a staggering level of US Federal government debt. Incidentally have you noticed that Trump's figure of $10bn to rebuild Gaza is equal to the amount which his lawyers have cooked up for him as a recoverable from the BBC. Strange that.
13 hours ago1 min read
Chariot: the opportunity opens up
Chariot (CHAR) have just announced a successful placing at 1.4p to raise $20m. The directors came in for $2.7m. This is bullish and wise punters will scoop up loose stock.
2 days ago1 min read
The AM-W Schemozzle
I suppose the intellectual lightweights who dominate mere news dissemination rather than analysis will persist in claiming that the Schemozzle is a crisis. But I doubt it. For it is a pity where the fact that proceedings are in hand means that the monarchy will emerge stronger than it has been for many years. I have started reading Andrew Lownie's book Entitled. Andrew and Fergie are basically just silly people.
2 days ago1 min read
REA (RE.)
Today's subdued RNS has knocked RE.'s share price by 19p. This is a mistake and has been caused by the Robinows' caution. Buy RE. at 115p.
2 days ago1 min read
Checkit (CKT) in
Today's RNS is positive. Cash flow has gone positive and CKT is rated far below its American peers. This is therefore a screaming buy at 20p.
2 days ago1 min read
Trafficking is unclear to me
Commentators classify ladies who arrive to link with customers as trafficked. But, surely, trafficking means compelling the lady in question to act against her will when she has been paid a handsome fee for a few hours' work which she, and she alone, has decided to undertake. Written by Simon Cawkwell, February 2026
4 days ago1 min read
Starmer and the local authority elections
As liars go, Starmer is amazingly incompetent. It seems never to have occurred to him that confining the cancellation of elections to Labour-controlled councils would be immediately obvious to everybody and therefore palpably phoney. Given that, on top, this swindle could be challenged in the Courts, one has to wonder whether he is essentially lunatic. Written by Simon Cawkwell, February 2026
5 days ago1 min read
