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Tom Norman @farjeon.bsky.social · 29/07/2025

Interesting to see that #JHD.L see themselves as a beneficiary of the UK's relative tariff advantage. Sales to USA up as customers move away from suppliers from countries with higher tariffs.

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Tom Norman @farjeon.bsky.social · 12/05/2025

Virtually all the market commentary I see is one version or another of buy the dip. Can this really be the case when the US is turning into a third world country before our eyes? Can't convince myself it is.

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Tom Norman @farjeon.bsky.social · 21/04/2025

Brent Donnelly very good on current market action. Particularly interesting about how the grift is failing. www.spectramarkets.com/amfx/kiss-of...

spectramarkets.com

Kiss of Death

Normally, you want to buy whatever assets the government tells you to buy. This time is different.

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Tom Norman @farjeon.bsky.social · 10/04/2025

Just checking in on the markets - gold, dollar and US ten year, oh dear oh dear. Doesn't seem as though the US has the equivalent of a 1922 Committee.

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Tom Norman @farjeon.bsky.social · 04/04/2025

Any body language experts out there? Scott Bessent talking to Bloomberg. Nods in agreement when the interviewer states facts, then shakes his head in disagreement with his own statements: www.youtube.com/watch?v=yO0G... But doesn't happen here 9 month ago: www.youtube.com/watch?v=drPH...

youtube.com

Scott Bessent Urges US Trading Partners Not to Retaliate: Full Interview

YouTube video by Bloomberg Podcasts

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Tom Norman @farjeon.bsky.social · 04/04/2025

Two interesting points here from Jason Shapiro: 1. Lots of people bearish but still very long - more selling to come? 2. US bonds not rising as they should - is the world prepared to finance the US? www.youtube.com/watch?v=kKyY...

youtube.com

MARKET CHAOS: THE TRUTH ABOUT TARIFF REACTIONS & BEARISH SENTIMENT!

YouTube video by Crowded Market Report

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Tom Norman @farjeon.bsky.social · 02/04/2025

I think about this a lot. What do equity returns look like in an age of wealth redistribution or political and economic turmoil? It looks like that's what we're heading for but what's the play? Unlikely to be bonds, commodities perhaps, emerging markets...?

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Tom Norman @farjeon.bsky.social · 28/03/2025

Never seen a Brian Eno interview before but he's completely on the money here: www.youtube.com/watch?v=hh7C...

youtube.com

Brian Eno perfectly explains selfishness of the super rich

YouTube video by Peeps

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Tom Norman @farjeon.bsky.social · 25/03/2025

Thanks to @brucebsky.bsky.social for his recommendation of "Hare Brain Tortoise Mind" here: knowledge.sharescope.co.uk/2025/02/05/b... (The Sutherland talk is also great.) Fascinating book and very helpful in making sense of a substack I'd been thinking about: substack.com/@scottsteven...

knowledge.sharescope.co.uk

Bi-Weekly Market Commentary | 5/2/2025 | RNWH, BBSN, FEVR | Slow Intelligence - ShareScope Articles

We’ve seen significant volatility over the last couple of weeks, first with Nvidia’s reaction to DeepSeek’s AI model then Donald Trump’s tariff announcements.

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Tom Norman @farjeon.bsky.social · 20/03/2025

Page 2 of Character Limit, How Elon Musk Destroyed Twitter: "The data scientist was horrified. Musk, apparently, was one of the easily misled conspiracists he had studied in his work". Could it all really be this simple?

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Tom Norman @farjeon.bsky.social · 19/02/2025

Interesting that not much support for Trump on twitter today, even amongst his erstwhile fans. Apart from Boris Johnson that is.

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Tom Norman @farjeon.bsky.social · 25/11/2024

Unusually large director buys at #LIO.L. Upbeat statement in the half-year report and intending the dividend to be maintained at 72p. Seems very soon after the budget for them to know what is going on. Anyway, now on the shortlist.

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Reposted by Tom Norman

Justin Waite @sharepickers.bsky.social · 20/11/2024

This just arrived - my first ever book published! Less than 2 weeks to publication and if you pre-order you get 23% off at Amazon. www.sharepickers.com/how-to-becom... (I will randomly select 5 people who like & repost this and send them a free copy). @harrimanhouse

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Tom Norman @farjeon.bsky.social · 15/11/2024

This shows SPY (S&P 500 ETR) for the first 8 days after Trump's 2 election wins. Rebased to 1. Given the tariff rhetoric and his staff picks this look wildly optimistic to me.

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Tom Norman @farjeon.bsky.social · 08/11/2024

Good piece about what drives the UK price of electricity and the state of play with renewables. unbalancingmechanism.substack.com/p/foundation...

unbalancingmechanism.substack.com

Foundation's Edge

Why one of the most important essays of our times has an energy-shaped hole in it

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Tom Norman @farjeon.bsky.social · 18/10/2024

Some interesting reading I've come across recenlty. Firstly a great piece about systems by Donella Meadows (if nothing else read the last page): www.donellameadows.org/wp-content/u... And to see this kind of thinking in action try findthemoat.com

donellameadows.org

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Tom Norman @farjeon.bsky.social · 02/10/2024

Results for September, equities -1.6% and index trades -4.02%.

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Tom Norman @farjeon.bsky.social · 30/09/2024

Bought #BRBY.L on Friday. China stimulus was the catalyst but on my radar because: *Chucked out of FTSE = forced selling *Director buys *New management *Improved range.

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Tom Norman @farjeon.bsky.social · 24/09/2024

Director buys in property companies perking up. #SUPR, #NRR, #FPO the ones I've seen recenlty. Looks like growing confidence that the propery market bottomed last December.

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Tom Norman @farjeon.bsky.social · 20/09/2024

I do try to hate the French but then you find out that they've developed barbecues that roll on tram tracks for when they're striking. source: ukfoundations.co (well worth reading).

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Tom Norman @farjeon.bsky.social · 03/09/2024

Any one any opinions about Water Intelligence #WATR.L? New to me but a nice steady growth with a reasonable forward valuation.

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Tom Norman @farjeon.bsky.social · 03/09/2024

End of August returns. Long-term portfolio (equities, bonds, trend-following, gold): +7.2% ytd. Index trades: +21.4% ytd. A good year for trading so far but note the chart shows trades after they're closed. In reality open position drawdowns make it considerably more volatile.

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