iiinova — where your digital self keeps evolving

The Armchair Trader

@thearmchairtrader.com

34 followers 52 following 87 posts

For great investing ideas, follow, listen and get our free newsletter. Est 2010. Independent. DYOR. www.thearmchairtrader.com/podcast www.thearmchairtrader.com/newsletter #stocks #shares #invest #trading #commodities

Posts Replies Media

The Armchair Trader @thearmchairtrader.com · 06/05/2026

European Defence Stocks: our latest podcast covers the spending boom, IPOs & where growth is coming from - with Aneeka Gupta of WisdomTree. www.youtube.com/watch?v=vqmS... #defence #funds #etfs

European Defence Stocks: Spending Boom, IPOs & Where Growth Is Coming From - with Aneeka Gupta

YouTube video by Investing, Markets and Money

000

The Armchair Trader @thearmchairtrader.com · 30/03/2026

The biggest AI winners might not be the obvious ones. With markets reassessing where sustainable returns lie, the next phase of the AI trade may look markedly different from the first. www.thearmchairtrader.com/features/why... #artificialintelligence @edzitron.com #shovels

thearmchairtrader.com

Why the biggest AI winners might not be the obvious ones

As markets reassess where sustainable returns lie, the next phase of the AI trade may look markedly different from the first.

The Armchair Trader @thearmchairtrader.com · 24/03/2026

New on the podcast: Mega-Trends Explained. We cover investing in AI, Defence and Energy with Pierre Debru of WisdomTree, and how investors can approach capturing the upside of megatrends without taking unnecessary risks. www.youtube.com/watch?v=T82x... #thematics #mutualfunds #ai #energy #defence

Mega Trends Explained: Investing in AI, Defence & Energy | with Pierre Debru, WisdomTree

YouTube video by Investing, Markets and Money

000

The Armchair Trader @thearmchairtrader.com · 03/02/2026

New on the podcast we look at investing in UK Commerical Property. Bradley Biggins of Schroder Real Estatate joins Stuart to discuss why rents keep rising and the effect of the Green Premium. www.youtube.com/watch?v=y3q1...

Where Is UK Commercial Property Heading Next? Bradley Biggins, Schroder REIT

YouTube video by Investing, Markets and Money

000

The Armchair Trader @thearmchairtrader.com · 12/12/2025

On the podcats this week, Quantum Computing: Investing in the next Big Tech Revolution, with Elvira Kuramshina of WisdomTree. Quantum computing is advancing faster than many investors realise - and the opportunities (and risks) are starting to take shape. www.youtube.com/watch?v=9KDz...

Quantum Computing: Investing in The Next Big Tech Revolution with Elvira Kuramshina

YouTube video by Investing, Markets and Money

The Armchair Trader @thearmchairtrader.com · 29/10/2025

Gold, Silver, Debt & the AI boom: what’s really driving markets right now? Analyst Michael Brown @ Pepperstone joins us on the Investing, Markets & Money podcast - watch on YouTube. youtu.be/EJ_5ATdDLfQ?...

Gold, Debt & AI: What’s Really Driving Markets Right Now | Michael Brown, Pepperstone

YouTube video by Investing, Markets and Money

000

The Armchair Trader @thearmchairtrader.com · 23/09/2025

Britain’s retirees are about to receive a pay rise that looks more generous on paper than it will in practice. From April the state pension will increase by 4.7%, bringing the full annual payout to £12,534.60. So, what's the drawback? Here's our report -

thearmchairtrader.com

Britain's pension promise could turn into a tax trap

Britain’s retirees are about to receive a pay rise that looks more generous on paper than it will in practice.

The Armchair Trader @thearmchairtrader.com · 22/09/2025

Ten Lifestyle Group [LON:TENG], the AIM-quoted concierge technology provider, said it expects to post earnings ahead of market forecasts for the year to August 31 2025, as contract wins, higher efficiency and expanding digital services lifted profitability.

The Armchair Trader @thearmchairtrader.com · 21/09/2025

Global stock markets have shown a degree of resilience in the first half of 2025 but the US remains a source of uncertainty. Here are some ideas that could help you steer a path through the global turbulence. Let us know your thoughts.

thearmchairtrader.com

Fund manager view: Steering a path through global turbulence

Global equity markets have demonstrated a degree of resilience in the first half of 2025 but the US remains a source of uncertainty

The Armchair Trader @thearmchairtrader.com · 20/09/2025

Investors have rushed back into precious metals, spurred by geopolitical instability and inflationary jitters. We've got the thoughts of fund managers running investment trusts in the sector. Would you invest in any of these highly rated investment trusts?

thearmchairtrader.com

Investment trust ideas: Cashing in on the gold rush

Investors have rushed back into precious metals, spurred by geopolitical instability and inflationary jitters.

The Armchair Trader @thearmchairtrader.com · 18/09/2025

Gold prices are close to record levels this month, buoyed by expectations of US interest-rate cuts and a weakening dollar. This fund manager thinks Gold can hit $5,000 early next year. Here's why. What do you think? www.thearmchairtrader.com/commodities/...

thearmchairtrader.com

Gold to $5000 by early next year, forecasts wealth manager

Gold prices edged close to record levels on early this week, buoyed by expectations of US interest-rate cuts and a weakening dollar.

The Armchair Trader @thearmchairtrader.com · 16/09/2025

Kier Group's earnings hint at UK economic turning point. #KIE has built more than just roads this year, it’s laid foundations for significant upside momentum. Here's our report. What do you think? www.thearmchairtrader.com/uk-shares/ki...

thearmchairtrader.com

Kier Group's earnings hint at UK economic turning point

Kier Group has built more than just roads this year, it’s laid foundations for significant upside momentum.

The Armchair Trader @thearmchairtrader.com · 12/09/2025

New on the podcast, Investing in Gold Miners. Golden Prospect Precious Metals [LON:GPM] won the Online Money Award for Best Investment Trust (Growth). We catch up with Robert Crayfourd about the trust’s investment strategy and the gold mining sector. www.thearmchairtrader.com/podcast/gold...

thearmchairtrader.com

Podcast: investing in gold miners with Robert Crayfourd

In this podcast, we chat with Robert Crayfourd of Golden Prospect Precious Metals about picking gold mining stocks

The Armchair Trader @thearmchairtrader.com · 01/09/2025

On the podcast we have an introduction to corporate bonds with WiseAlpha. The bond market is far larger than the equities market, but bonds are relatively little traded by retail investors. We look at how they work and how to invest. www.thearmchairtrader.com/podcast/corp...

thearmchairtrader.com

Podcast: Introduction to corporate bonds with WiseAlpha

WiseAlpha explains how corporate bonds work and what makes them different from government bonds and equities.

The Armchair Trader @thearmchairtrader.com · 18/07/2025

"Inflation is a tailwind for Japanese companies" - Masaki Taketsume, Schroder Japan Trust. This week Stuart and Masaki look at the opportunities in Japanese equities, key trends, tariffs and shareholder activism www.thearmchairtrader.com/podcast/schr... #SIG #Japan #Trading #Investing #Schroders

thearmchairtrader.com

Podcast: Opportunities in Japanese equities with Schroder Japan

This week on the podcast we are talking about stock picking in Japan, with Masaki Taketsume of the Schroder Japan Trust.

The Armchair Trader @thearmchairtrader.com · 09/07/2025

Is Virgin Wines due for a red hot summer? As our Editor writes, in this article for mebers, shares in #VINO bounced off 30.5 pence in February and have since been on a great run, currently trading at 64p. www.thearmchairtrader.com/uk-shares/is... #wine #shares

thearmchairtrader.com

Is Virgin Wines the red hot small cap to watch this summer?

Shares in Virgin Wines have more than doubled since February - is the company headed back to the days of glory it saw in 2021?

The Armchair Trader @thearmchairtrader.com · 07/07/2025

Central Banks are buying Gold like never before. Nitesh Shah of WisdomTree brings us the latest Commodities update, covering gold, silver, platinum, oil and even livestock. Watch our latest podcast here: youtu.be/Wl2XDMDTYeg?...

Why Central Banks Are Buying Like Never Before | Nitesh Shah, WisdomTree

YouTube video by Investing, Markets and Money

The Armchair Trader @thearmchairtrader.com · 04/07/2025

Trump's "Big Beautiful Bill" could have far-reaching implications for not just Americans, but the rest of the world as well. Read our article about Donald Trump's Big Beautiful Inflation Bomb here (no paywall): www.thearmchairtrader.com/features/tru...

thearmchairtrader.com

Donald Trump's Big Beautiful Inflation Bomb

Trump's Big Beautiful Bill could have far-reaching implications for not just Americans, but the rest of the world as well.

The Armchair Trader @thearmchairtrader.com · 02/07/2025

UK bond markets signal fiscal warning to Starmer government. As memories of the Truss-era crisis remain fresh, the government must move swiftly to avoid further erosion of market trust, writes Stuart Fieldhouse. www.thearmchairtrader.com/features/uk-...

thearmchairtrader.com

UK bond markets signal fiscal warning to Starmer government

As memories of the Truss-era crisis remain fresh, the government must move swiftly to avoid further erosion of market trust.

The Armchair Trader @thearmchairtrader.com · 25/06/2025

The TACO trade is driving the NASDAQ 100 rollercoaster. For those watching for sharp market fluctuations, writes Mobeen Tahir @ WisdomTree, TACO has provided plenty of opportunities for tactical traders lately. www.thearmchairtrader.com/us-stock-mar...

thearmchairtrader.com

The TACO trade is driving the NASDAQ 100 rollercoaster

For those watching for sharp market fluctuations, TACO has provided plenty of opportunities for tactical traders

The Armchair Trader @thearmchairtrader.com · 23/06/2025

Tesla’s robotaxi launch: a breakthrough moment or another Musk mirage? We look at yesterday's cautious Austin launch. www.thearmchairtrader.com/us-stock-mar...

thearmchairtrader.com

Tesla’s robotaxi launch: a breakthrough moment or another Musk mirage?

June 22 could become a pivotal day in Tesla’s history as the electric-car pioneer finally rolls out its robotaxi service

The Armchair Trader @thearmchairtrader.com · 17/06/2025

Wealth manager cautions investors over Trump's Bitcoin and Ethereum ETF. "This fund filing will generate excitement. But excitement is not a strategy" - Nigel Green @ deVere www.thearmchairtrader.com/crypto/wealt...

thearmchairtrader.com

Wealth manager cautions investors over Trump's Bitcoin and Ethereum ETF

Donald Trump’s Truth Social has filed with the US SEC to launch a dual Bitcoin and Ethereum exchange-traded fund.

The Armchair Trader @thearmchairtrader.com · 12/06/2025

UK retail investors are cutting exposure to the US and buying bonds, reports Nutmeg. www.thearmchairtrader.com/features/uk-...

thearmchairtrader.com

UK retail investors cutting US exposure, buying bonds

Some 13% of UK investors plan to increase their bonds exposure while 8% are considering reducing their exposure to US equities. Two-thirds (64%) of UK

The Armchair Trader @thearmchairtrader.com · 30/05/2025

Is DigitalX the next Sol Strategies? ASX-listed DigitalX is being backed by the same investors who saw the value offered by Sol Strategies - we ask if it's time for a repeat? www.thearmchairtrader.com/asia-stock-m... #HODL #DCC

thearmchairtrader.com

Is DigitalX the next Sol Strategies?

ASX-listed DigitalX is being backed by the same investors who saw the value offered by Sol Strategies - time for a repeat?

The Armchair Trader @thearmchairtrader.com · 09/05/2025

UK investors' demand for silver bullion just leapt at its fastest pace since the Covid crisis. Gold prices may have grabbed headlines lately, but "silver has quietly risen to set fresh record highs of its own" Adrian Ash @bullionvault Read more here: www.thearmchairtrader.com/commodities/...

thearmchairtrader.com

UK bullion investment platform reports record rise in silver demand

Private investor demand to buy silver leapt at its fastest pace since Covid, according to latest data from bullion investment plartforms.

The Armchair Trader @thearmchairtrader.com · 02/05/2025

Global bond investors are running out of places to hide. While bond investors are looking for alternatives to US Treasuries, some countries are struggling to maintain their AAA credit rating. www.thearmchairtrader.com/economics/gl...

thearmchairtrader.com

Global bond investors are running out of places to hide

While bond investors are looking for alternatives to US Treasuries, some countries are struggling to maintain their AAA credit rating.

The Armchair Trader @thearmchairtrader.com · 26/04/2025

Wealth managers are advising clients to sell US assets and buy gold, as the precious metal price breaks historic $3,500. Firms are forecasting gold will go to $5,000. www.thearmchairtrader.com/commodities/...

thearmchairtrader.com

The Armchair Trader @thearmchairtrader.com · 25/04/2025

Is it still worth staying short on Tesla stock? We discuss last month's short trade on $TSLA as uncertainties continue to swirl around the stock. www.youtube.com/watch?v=OakT...

Tesla Stock: Still a Smart Short or Bullish Buy? | Investor Insight with The Armchair Trader

YouTube video by Investing, Markets and Money

The Armchair Trader @thearmchairtrader.com · 24/04/2025

The SEC has charged PGI Global over a $198m forex and crypto scam. In a classic Ponzi scheme, $50m in investor funds was siphoned off to buy Lamborghinis and other luxuries, before the operation collapsed. www.thearmchairtrader.com/crypto/sec-c...

thearmchairtrader.com

SEC charges PGI Global over $198m forex and crypto scam

Classic Ponzi scheme collapsed while over $50m in investor funds was siphoned off to buy Lamborghini sports cars and other luxuries.

The Armchair Trader @thearmchairtrader.com · 24/04/2025

Starting with On the Beach and Imperial Brands, here are our Top Five UK Consumer Stocks to watch in Q2. www.thearmchairtrader.com/uk-shares/wh... #OTB #IMB #stocks #ftse

thearmchairtrader.com

What are the UK's top five consumer stocks to watch in Q2?

We ran some analysis on all the UK-listed stocks in the consumer space, and came up with the top five to watch for Q2.

The Armchair Trader @thearmchairtrader.com · 16/04/2025

SLB Capturi aims to clean up Europe's polluting industry. Here's our take on this new joint venture, which has recently proposed a $314m dividend payout and captures around 1m tonnes of carbon per year. www.thearmchairtrader.com/european-sto...

thearmchairtrader.com

SLB Capturi aims to clean up Europe's polluting industry

A new JV between Norway's Aker and SLB Solutions is aiming to reduce the amount of pollutants spawned by European heavy industry.

The Armchair Trader @thearmchairtrader.com · 14/04/2025

"Tariff to-and-fro sparks a run from US assets." While tariff-watching remains the ‘name of the game’, continued policy incoherence is leading to an increased flight of capital out of the US. www.thearmchairtrader.com/global-econo...

thearmchairtrader.com

Tariff to-and-fro sparks run from US assets

Tariff-watching remains the ‘name of the game’ but continued policy incoherence is leading to increased capital flight out of the US

The Armchair Trader @thearmchairtrader.com · 04/04/2025

A great quote today from Chetan Sehgal @ Templeton Emerging Markets: "One of the apparent objectives of the tariffs is to encourage the return of production to the US, however the wage arbitrage between the US and emerging economies is too large for this to be sustainable in the long-term...

The Armchair Trader @thearmchairtrader.com · 03/04/2025

Markets are bracing for the world’s response to Trump’s Liberation Day tariffs. With Trump having set out his stall, we look at the implications from a "seismic" day for global trade. www.thearmchairtrader.com/features/mar...

thearmchairtrader.com

Markets brace for world's response to Trump's Liberation Day tariffs

Trump has set out his stall in terms of the new tariffs regime, but traders will want to know how the rest of the world will respond.

The Armchair Trader @thearmchairtrader.com · 27/03/2025

What's dragging down NVIDIA shares this week? Well, one factor is concern over energy efficiency regulations in China. They could affect the sale of NVIDIA's AI chips. We look at recent tech market volatility and the outlook for $NVDA. www.thearmchairtrader.com/us-stock-mar...

thearmchairtrader.com

What is dragging down NVIDIA shares this week?

One of the main factors is concern over energy efficiency regulations in China, which could affect the sale of NVIDIA's AI chips.

The Armchair Trader @thearmchairtrader.com · 20/03/2025

Tesla stock faces a make or break year in 2025. www.thearmchairtrader.com/us-stock-mar... $TSLA is down 40% since the start of 2025 and the company is expecting horrendous sales numbers for Q1. Since February, executive stock sales have exceeded $100m.

thearmchairtrader.com

Tesla stock is facing a make or break year in 2025

Tesla stock is down 40% since the start of 2025 and the company is expecting horrendous sales numbers for Q1.

The Armchair Trader @thearmchairtrader.com · 07/03/2025

Our latest Short of the Week: Can a rudderless $TSLA break under $200? www.thearmchairtrader.com/share-tips/s... Tesla is looking like the auto maker stock most heavily exposed to the new administration's tariffs policy.

thearmchairtrader.com

Short of the Week: Can rudderless Tesla stock break under $200?

Tesla is looking like the auto manufacturing stock that is most heavily exposed to the new administration's tariffs policy.

The Armchair Trader @thearmchairtrader.com · 05/03/2025

The 'Fear Index' has soared following Trump's tariffs speech. www.thearmchairtrader.com/us-stock-mar... "This is seemingly turning into an all-out trade war" - Nigel Green, deVere. Wider reciprocal tariffs are set to be rolled on 2 April. Read our analysis at the link above.

thearmchairtrader.com

Fear Index soars following Trump tariffs speech

Donald Trump has doubled down on his new tariffs regime, but the US stock market and USD are not responding well.

The Armchair Trader @thearmchairtrader.com · 04/03/2025

NVIDIA vs AMD: Which chip stock looks like the best bet? thearmchairtrader.com/us-stock-mar... In the battle of the AI chip heavyweights, we look at which might deliver the better returns for investors this year. $NVDA $AMD #WallStreet

thearmchairtrader.com

NVIDIA vs AMD: Which chip stock looks like the best bet?

In the battle of the AI chip heavyweights, will NVIDIA or AMD deliver the best returns for investors in 2025?

The Armchair Trader @thearmchairtrader.com · 21/02/2025

Has the US government got enough gold to cover its budget deficit? Whether or not the gold reserves at Fort Knox are still there is a question that has been keeping conspiracy theorists busy for decades...

thearmchairtrader.com

Has the US government got enough gold to cover its budget deficit?

Whether or not the gold reserves at Fort Knox are still there is a question that has been keeping conspiracy theorists busy for decades.

The Armchair Trader @thearmchairtrader.com · 14/02/2025

Is India poised to re-open its doors to cryptocurrency trading? The country's alleged shadow ban on crypto trading by local regulators may about to u-turn in the light of the USA's more receptive approach to crypto. www.thearmchairtrader.com/crypto/india...

thearmchairtrader.com

Is India poised to re-open its doors to cryptocurrency trading?

Is India about to follow the United States by performing a regulatory U-turn, allowing cryptocurrency exchanges to operate freely?

The Armchair Trader @thearmchairtrader.com · 13/02/2025

Has Rachel Reeves' Budget dented UK retail appetite for shares? A recent study by ETF manager GraniteShares finds one in four UK investors cut their positions in UK stocks post-budget. www.thearmchairtrader.com/opinion/rach...

thearmchairtrader.com

Has Rachel Reeves' Budget dented UK retail appetite for shares?

A study by ETF fund manager GraniteShares finds one in four UK investors cut their positions in UK stocks post-budget.

The Armchair Trader @thearmchairtrader.com · 12/02/2025

Today we line up BP against Shell: Which energy major should investors back in 2025? BP shares have been recovering this week ahead of its capital markets day, but have its prospects improved vs competitor Shell? #trading #shares #ftse

thearmchairtrader.com

BP vs Shell: Which energy major should investors back in 2025?

BP shares have been recovering this week ahead of its capital markets day, but has its prospects improved vs competitor Shell?

The Armchair Trader @thearmchairtrader.com · 11/02/2025

Will Tungsten be mining's next boom metal? The likes of Almonty Industries [TSX:AII] and Fireweed Metals [TSXV:FWZ] are set to benefit from the increased resources nationalism /1

thearmchairtrader.com

Tungsten: mining's next boom metal?

China has moved to restrict exports of tungsten prompting investors to start buying stock in Canadian-listed tungsten miners.

The Armchair Trader @thearmchairtrader.com · 10/02/2025

We were delighted to have E3 Lithium's Chris Doornbos on the podcast to talk about Alberta's lithium potential. E3 have benefited from the region's history of oil drilling, in that they have been able re-use drill data and tap into a great depth of local knowledge. www.youtube.com/watch?v=JfRp...

The booming demand for lithium, with Chris Doornbos, CEO of E3 Lithium

YouTube video by Investing, Markets and Money

The Armchair Trader @thearmchairtrader.com · 07/02/2025

Persimmon and Vistry: Are these UK housebuilders being underrated? "Over the past 18 months, [Persimmon] has become more aggressive in land acquisition" - Third Bridge We talk to housing market experts about the latest #PSN and #VTY numbers to see if investors have missed a trick here.

thearmchairtrader.com

Persimmon and Vistry: Are these UK housebuilders being underrated?

Stuart Fieldhouse has spoken with housing market experts about the latest Persimmon and Vistry numbers. Have investors missed a trick here?

The Armchair Trader @thearmchairtrader.com · 06/02/2025

Musk vs Norway: More problems for Tesla? With more Norwegians saying "Nei" to their cars, and Tesla falling to 2nd place amongst global EV makers, we look at the waning support from large shareholders and advisory firms, and the prospects for a turnaround www.thearmchairtrader.com/us-stock-mar...

thearmchairtrader.com

Musk vs Norway: Could this present more problems for Tesla?

Elon Musk's spat with Norway's sovereign wealth fund may look cosmetic on the surface, but big investors in Tesla stock are worried.

The Armchair Trader @thearmchairtrader.com · 05/02/2025

US investors are panic-buying UK gold coins as the tariff war heats up. Purchases of UK gold and silver coins have shot up by 284%. Trump’s trade tariffs are just the latest crisis to spur fresh record highs in the gold price. Read more about it here: www.thearmchairtrader.com/commodities/...

thearmchairtrader.com

US investors are panic buying UK gold coins as tariff war heats up

The Trump administration is creating massive demand for gold from US investors, including coins stored in secure vaults.

The Armchair Trader @thearmchairtrader.com · 04/02/2025

Is OPEC+ pulling the support from under the WTI crude oil price? The Organization of the Petroleum Exporting Countries and its allies (OPEC+) have confirmed their plan to gradually increase oil production starting April 1, 2025...

The Armchair Trader @thearmchairtrader.com · 04/02/2025

HSBC vs NatWest: Which stock should you be banking on in 2025? #HSBA has been doing well for the last 12 months, but how does it stack up against UK rival NatWest? And how about Bank of Georgia, another UK-listed bank that we cover regularly?

thearmchairtrader.com

HSBC vs NatWest: Which stock should you be banking on in 2025?

HSBC has been doing well for in the last 12 months. but how does it stack up against NatWest and Bank of Georgia?