Tom Norman @farjeon.bsky.social · 12/01/2026The African angle intrigued me. #AAF and #HTWS both doing well, and emerging / frontier markets are perking up nicely. 020
Tom Norman @farjeon.bsky.social · 12/01/2026#CAPB caught my eye recently too. Though after reading The Pay off by Gottfried Leibbrandt I couldn't work out how all these fintech start ups competed with the big banks. Maybe they eventually get bought out which could be a nice exit. #ASAI also interesting. 110
Tom Norman @farjeon.bsky.social · 31/10/2025Well that's bollocks. Sainsbury's "Taste the Difference" is always my go to, particularly the wines. 000
Tom Norman @farjeon.bsky.social · 02/10/2025Might be that it's a good system in a bad situation. Though certainly agree we don't want FTSE boardroom psychopaths running the country. 000
Tom Norman @farjeon.bsky.social · 02/10/2025Seems to me that the mindset of the criminal and that of the entrepreneur aren't that different. 000
Tom Norman @farjeon.bsky.social · 26/09/2025I remember visiting the Ladbrokes in Willesden when an argument broke out between two of my fellow investors. Eventually one of them left and it looked as though things would calm down until he returned brandishing a machete. I placed my bet and left. 120
Tom Norman @farjeon.bsky.social · 10/09/2025If it hadn't been Farage it would have been someone like him. The important question is why are so many people so angry they're prepared to vote for him? I would suggest it is because they have been ignored for 40 years by both liberal and capitalist elites. 010
Tom Norman @farjeon.bsky.social · 06/09/2025I would have thought the way forward was to start paying attention to the people Farage appeals to. 100
Tom Norman @farjeon.bsky.social · 28/08/2025Do we know if Farage's voters get their news from the BBC? 000
Tom Norman @farjeon.bsky.social · 21/08/2025What's with the font sizes? Brian Cox bigger than Roger Penrose? Alastair Campbell bigger than Neil Kinnock? And WTF is an Annuziata Rees-Mogg? 110
Tom Norman @farjeon.bsky.social · 16/08/2025Ha! This was some years ago but even then he apparently looked as though he was at the wrong end of a good night out. 010
Tom Norman @farjeon.bsky.social · 15/08/2025No idea, but my brother did meet Phil Tufnell when he was working as the face of British Sausages. 110
Tom Norman @farjeon.bsky.social · 05/08/2025Recenlty bought this myself. When the market rallied following Trump's Liberation Day it finally struck me that we were in a mad bull market and I'd better get on board. 010
Tom Norman @farjeon.bsky.social · 01/08/2025Not much point in trying to be the next Buffett unless you've got someone like Ajit Jain as your wingman. 100
Tom Norman @farjeon.bsky.social · 01/08/2025I maintain I was early, not wrong. Don't know how long I can keep that up for though. 110
Tom Norman @farjeon.bsky.social · 31/07/2025Amateurs! I bailed out of #GAW at £5.50. Currenlty £163.30 430
Tom Norman @farjeon.bsky.social · 29/07/2025Always impressed by people who can buy a company after it's multibagged. Something I'm going to have to practise, especially as we seem to be in a ripsnorting bull market. 000
Tom Norman @farjeon.bsky.social · 29/07/2025Interesting 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. 030
Tom Norman @farjeon.bsky.social · 15/07/2025"...part of the art of politics is smiling when you feel like you're swallowing a turd." Bill Clinton. It's demeaning but it buys time. 000
Tom Norman @farjeon.bsky.social · 02/07/2025Frankly, news to me that any actual thinking is going on. 000
Tom Norman @farjeon.bsky.social · 12/05/2025Virtually 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. 010
Tom Norman @farjeon.bsky.social · 21/04/2025Looks like Spain is a popular destination for $s fleeing the US. Not something I would have predicted. 030
Tom Norman @farjeon.bsky.social · 21/04/2025Brent Donnelly very good on current market action. Particularly interesting about how the grift is failing. www.spectramarkets.com/amfx/kiss-of...spectramarkets.comKiss of DeathNormally, you want to buy whatever assets the government tells you to buy. This time is different. 120
Tom Norman @farjeon.bsky.social · 10/04/2025Just 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. 010
Tom Norman @farjeon.bsky.social · 05/04/2025Thank you. This sounds very much like the same kind of madness that led to the S&L crisis, but with a soupcon of Gallic sophistication. 000
Tom Norman @farjeon.bsky.social · 05/04/2025It's new to me - what structured products and why particularly the French banks? 100
Tom Norman @farjeon.bsky.social · 05/04/2025This looks like one of those Russian armoured convoy assaults. 000
Tom Norman @farjeon.bsky.social · 05/04/2025"And those had rational, competent US governments trying to make things better" could well be the key phrase here. Andrew Thrasher's 5% Canary (www.naaim.org/wp-content/u...) also makes me think this could be much worse than normal.naaim.org 000
Tom Norman @farjeon.bsky.social · 04/04/2025Ditched #BRBY.L this a.m. Sold out of a large all world equity fund earlier in the week. Bought two long-short funds recently and added to Winton Trend Fund. Still plenty in cash. I don't think this is a buy the dip situation. 000
Tom Norman @farjeon.bsky.social · 04/04/2025Any 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.comScott Bessent Urges US Trading Partners Not to Retaliate: Full InterviewYouTube video by Bloomberg Podcasts 010
Tom Norman @farjeon.bsky.social · 04/04/2025Two 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.comMARKET CHAOS: THE TRUTH ABOUT TARIFF REACTIONS & BEARISH SENTIMENT!YouTube video by Crowded Market Report 010
Tom Norman @farjeon.bsky.social · 04/04/2025Does rain include the tears of UK small cap investors? 140
Tom Norman @farjeon.bsky.social · 02/04/2025Agree. In fact I do do some shorter term index trading and I'm tending towards more special situations for individual stocks. But this golden age for equities started in '82 so I don't think many are prepared for what might come. 000
Tom Norman @farjeon.bsky.social · 02/04/2025I 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...? 000
Tom Norman @farjeon.bsky.social · 31/03/2025Good to see someone pointing out the significance of mpc differences between rich and poor. iirc there is some research that shows more equitable countries do have slightle better growth, though the evidence is weak. 010
Tom Norman @farjeon.bsky.social · 29/03/2025Agree, and think we get China making a move on Taiwan whilst Trump is in the White House. 000
Tom Norman @farjeon.bsky.social · 28/03/2025Good. So far watching the American elite kowtow before Trump has been sickening. 060
Tom Norman @farjeon.bsky.social · 28/03/2025Never seen a Brian Eno interview before but he's completely on the money here: www.youtube.com/watch?v=hh7C...youtube.comBrian Eno perfectly explains selfishness of the super richYouTube video by Peeps 020
