Lowish Risk, Highish Return. DM's open. Podcast Episode https://xitter.cf/t.co/s77J1fJ0j4… 🇵🇸

TBD
Joined January 2014
Replying to @TheNorskaPaul
Ridiculous people should be free to build.
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They said I was wrong to buy Africa They said I was wrong to buy Alibaba at the bottom They said I was wrong to buy Colombia They said I did not understand Brazil and I was wrong to buy Brazil You know when I was wrong? When I was scared to buy Argentina. now they say I am wrong to buy China.
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Why doesn’t the Taiwan risk bother you ? How do you manage this?
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The farm inheritance tax was sold as a tax on the richest estates. It found an ordinary family farm at the second funeral. April 2026: the tax comes in. The news says only the biggest estates will pay. Dad and his son farm 800 acres. Nobody in the family has ever once called it an estate. June: Dad dies. Everything passes to Mum, and nothing is owed. The neighbours say it was never meant for people like them. Two winters later: Mum dies. Week 1: the son milks at five, buries his mother at eleven, and milks again at four. Week 3: the valuer walks the farm. 800 acres at the going rate is £6.8 million. With the farmhouse, two cottages, the machinery and the herd, nearly £8.5 million. The family has never seen £8.5 million. They have seen the overdraft. Week 4: the good news. Mum inherited Dad's unused allowance, so £5 million of the farm passes free. Week 5: the bad news. Everything above the line is taxed at 20%, and that is the good rate. Week 6: HMRC argues the farmhouse stopped being a farmhouse the day the widow living in it stopped farming. That part is taxed at 40%. Week 7: the allowance for the family home tapers to nothing. It was never designed for estates this size. Month 3: the bill. Around £600,000. Month 6: the first instalment falls due. The land cannot be sold until probate is granted, and probate will not be granted until the tax is paid. Month 7: the bank lends the family the money to pay the tax on the land, secured on the land. Years 1 to 10: £60,000 a year. Interest free on the farmland, with interest charged on the farmhouse. Defra's own figures put the average farm's return at half a percent of its value. On £8.5 million, that is about £42,000 a year. The cows are milked at five and four through every day of it. It was never a tax on the rich. It is a tax on still being there.
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Nonsense if it can be sold for £6m that person is rich and should pay tax regardless of earning. Why should I have to pay more tax for not being a farmer?
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Love this idea…
America’s corporate governance system is broken, and it’s killing public companies. Look no further than Cracker Barrel: Decades of brutal mismanagement have seen one incompetent CEO after another walk away with a massive paycheck while customers and actual shareholders take a beating. Why does this keep happening? Because proxy advisory firms like ISS are corrupt. They blindly rubber-stamp failing boards year after year, protecting the corporate elite while burning shareholder value to the ground. The root of the rot is index funds. There's no question that indexing one's money is a smart financial move for most people. But just because you passively index your investments doesn't mean your corporate votes should be handed over to the managers of your fund so they can play politics. Right now, passive funds hold massive, unchecked voting blocks while having zero skin in the game themselves. It is time for a simple rewrite of the rules: We need to index the votes of index fund investors. Passive index funds should be forced to automatically split their votes to proportionately mirror those of retail and active institutional shareholders — the people actually doing the research, risking their capital, and fighting for performance in the companies they hold shares in. No more rubber-stamping. A change like this will immediately strip corrupt gatekeepers like ISS of their toxic influence. True accountability happens when lazy, overpaid boards actually answer to the stakeholders they represent, rather than screwing them over. Actual, logic-driven governance when your money is passive happens when your vote passively follows the voting decisions of the actual market. We need to stop letting passive capital protect active incompetence. By stripping index funds of their arbitrary voting power and empowering engaged investors, we will finally torch corporate cronyism and usher American capital markets into a golden age of capitalism.
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DeepValueInvestments retweeted
America’s corporate governance system is broken, and it’s killing public companies. Look no further than Cracker Barrel: Decades of brutal mismanagement have seen one incompetent CEO after another walk away with a massive paycheck while customers and actual shareholders take a beating. Why does this keep happening? Because proxy advisory firms like ISS are corrupt. They blindly rubber-stamp failing boards year after year, protecting the corporate elite while burning shareholder value to the ground. The root of the rot is index funds. There's no question that indexing one's money is a smart financial move for most people. But just because you passively index your investments doesn't mean your corporate votes should be handed over to the managers of your fund so they can play politics. Right now, passive funds hold massive, unchecked voting blocks while having zero skin in the game themselves. It is time for a simple rewrite of the rules: We need to index the votes of index fund investors. Passive index funds should be forced to automatically split their votes to proportionately mirror those of retail and active institutional shareholders — the people actually doing the research, risking their capital, and fighting for performance in the companies they hold shares in. No more rubber-stamping. A change like this will immediately strip corrupt gatekeepers like ISS of their toxic influence. True accountability happens when lazy, overpaid boards actually answer to the stakeholders they represent, rather than screwing them over. Actual, logic-driven governance when your money is passive happens when your vote passively follows the voting decisions of the actual market. We need to stop letting passive capital protect active incompetence. By stripping index funds of their arbitrary voting power and empowering engaged investors, we will finally torch corporate cronyism and usher American capital markets into a golden age of capitalism.
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Historians may well look back on this as the moment the British far right jumped the shark.
🚨NEW: Activist Danny Tommo, speaking in London outside the Daily Mail head office surrounded by masked men, has given the newspaper 48 hours to buy his mother a new house otherwise they will protest "with everyone" continuously until they do
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Or the opening shots of the civil war
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🚨NEW: Activist Danny Tommo, speaking in London outside the Daily Mail head office surrounded by masked men, has given the newspaper 48 hours to buy his mother a new house otherwise they will protest "with everyone" continuously until they do
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Looks like we’re getting closer and closer to civil war. Unfortunately I’m rapidly losing faith in our political system, our justice system and faith that in any type of legitimate mainstream media. Every day I under more and more why the Americans have their second amendment it’s not for self defence, it’s to stop a tyrannical government and unfortunately we don’t have this. The public has voted no to immigration for the last 16 years and yet it’s been pushed down our throats, when voting doesn’t work you end up in this situation right here.
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Civil war is needed, unfortunately.
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Replying to @ValueStockGeek
Still couldn’t get there.
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I’ve had to advise school that the boy can’t do “pre-season” rugby training tomorrow because he’s required on the farm to help load pigs. I then had to advise he also can’t play rugby fixture Saturday (that was communicated to me today) as he has his tractor driving training 1/2
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As a farmer speaking. He'll be farming long enough. Give them the opportunity to expand their horizons and social circle through sport and other interests. Farming should not be his priority at 16/17.
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What if he doesn't want to farm, too many kids are forced in to it.
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Maybe I've been giving it too much attention, but 🇬🇧 news seems particularly grim at the moment 🤦‍♂️
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I think so. The firing of rubber bullets in Spain tells us it's already underway there. Talk of IRA reforming in Ireland to oppose immigration. Masked 'patriots' facing off against police over here. Will probably reasonably low level, but I expect bricks and petrol bombs to fly
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It could easily escalate, murders of whites lead to murders of ethnics and on it goes, riots, burning areas….
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>>>Martin Lewis won’t tell you about shit like this because he wants you to stay poor
Gold miners’ margins surged +134% year over year in Q1.
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Given history of what miners so with those margins he may well be right...
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Imagine being one off the RNLI volunteers last night in Portsmouth. Spent 12 hours+ doing everything possible to get those illegal immigrants to shore. Then going home to your wife & daughter looking them in the eyes knowing you’ve just increased their chances of being raped.
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No they are complicit and need to be destroyed
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Correct. I just look around every time I'm in town and ask, 'why are these people here? What benefit are they bringing? Who would miss them if they were not here? Under what mandate were they invited? Surely we are within our rights to insist they leave our home?'
Our town and city centres are flooded with legal migrants.
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🌃🌌@justiceandheelsSep 7
I look at fat hideous racists like you and feel the same. Would anyone miss you? Does anybody love you?
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I look at the wokerati like you and think the same.
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Intelligent Millennial Britons really should have recognised, at around age 20-25, that life in our 60s and onwards will not be like those we saw our grandparents enjoy, growing up. It was obvious to anybody paying attention but now it is blatant: something dark is coming in our near futures. I'm pushing 40 now and it is clear as day: there will be no cosy retirement for us. The next 20 years are going to bring some major and devastating changes to our small island. Prepare accordingly. Get fit. Get ready.
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AI fixes this It is less clear how it fixes mass migration
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Replying to @silentalarm101
Or just get out...
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I've always been fascinated by the Troubles because they're a rare case of a long-term insurgency within a developed country. The various IRA groups, despite their splitting, were well-organized and sophisticated. They also had a coherent, if brutal, long-term strategy. I'm getting slight Troubles-like vibes from the anti-migrant protests in the UK right now. The next scheduled general election in the UK isn't until August 2029, and Labour certainly has no incentive to trigger one before that, even though the party has only ca. 24% support. Unless there's a massive shift in Labour policy, which is all-but-impossible to imagine, the not-so-small boats will keep arriving. The most extreme anti-migrant groups could claim "democracy has failed and the emergency isn't being addressed" to justify illegal action. I personally wouldn't endorse this because I'm a big fan of civic order, but you can see the potential appeal of this argument. What you'd then see is a mix of protests and harassment and targeted attacks on migrant hostels as a form of low-level civil conflict which could go on for years. Transports would have to be escorted by the military, there might be checkpoints, balaclava bans, etc. British followers, how plausible do you think this is? bbc.com/news/live/cm5y7rw74n…
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We have seen that in the Uk within the last year A) Ballymena. 25. Direct Action against Roma gypsies. Effect: 2/3 fall in Roma pop there B) Belfast. 26. Direct Action against foreigners (loyalist only) Other examples in Scot / Eng that weren’t black-bloc
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Ireland with a history and practice of ethnic cohesion and violence…
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The Ofcom data showing that there are over 90 million mobile phone contracts in Britain, is concerning reading. Around a third of mobile phones are on Pay As You Go tariffs, and are not classed as mobile contracts, which require a thorough credit check. Some people have burner phones or a second work phone, but this still doesn't account for anywhere near the discrepancy between a country of around 60 million over 18s. Not sure if that ONS statistic of 69.5 million is very accurate, are you? I'd be very interested to know the exact amount of Pay As You Go mobiles in operation. That would give us a better idea of how many people have "gone dark" and are working in Britain's "Dark Economy."
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Not phones it is sims - I have 3...
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