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Morning all,

Upon consideration no she may stay -):

French oil major Total's profit jumps on record production

I notice that Total have interests in Nigeria, may I wish them all the best on that one then -):

Halifax HPI m/m -2.9% -0.6% 2.5%

Could be detrimental to some UK betting shops if proved https://www.racingpost.com/news/latest/flu-outbreak/365309

Bank of England governor warns no-deal Brexit could cause recession

3/28 Blue.

If I promise to vote for Brexit will the balance reverse?

No you have to vote remain?!?

Almost everything down or flat for me today.

However, I'm now up 19.5% for the year which is beyond astonishing.

EU agrees to work with British PM on Brexit demands

Well done CC - my SIPP is +7.5% YTD - but I don't do an awful lot of trading in it currently.

My best S/B has been +55 on BP from last Monday until yesterday.

I've also taken 3 positions in CNA today on the back of the change of stance by the regulator this morning - I already had 2 positions from yesterday.

CC.
Well done, but it is not fair!

14% on year 10% on the month!

Down 1.3% Today,

But tomorrow???????

hmm. last hour wasn't very pleasant. Closing auctions look ever worse. Assume it's France withdrawing it's ambassador from Italy.

Tomorrow another day. There had to be a pullback sometime. (before the next leg up???)

Good Morning.

The Papers

Morning all.

Good morning!

Good morning

6/28 red, but a b. better than the end of the market yesterday.

Skinny, you posted earlier that you had ignored "Builders".

One of my reasons, as well as being stupid, for being a little too heavy in this sector are the yields on some.

Hope over a period, to get rewards.

All of mine blue or flat apart from SFR but tbh I suspect I'm still down after yesterday. Not by much though as NMCN which was NMD to the rescue.

I think Fred you will be ok with the builders long term. Certainly any resolution to Brexit will be a positive as consumers are clearly holding back on expenditure (which is presumably going to savings). I think it's reached a point that even a hard Brexit (not that I want that) isn't going to be so damaging as much of it is already in expectations.

Further I think there will be a move to a higher proportion of houses being built by the big developers as availability of finance in the AFM dries up. Interesting article on one lender in this sector
I worry we have hit the tulip point on AFM.

My guesses are similar.

I think the large builders have enough cash in hand for a down period of 2years and there is an ongoing "need" of housing. At what prices not certain. But expect, unless it is a very soft or no exit, then the UK economy and the pound will drop like lead weights for a couple of years.

Is a pound in an ongoing "business" or "industry" worth more than a pound in the bank.
(Which sectors? Noticed Skinny buying CNA.)
Don't know!