Delayed Monday Macro plus Investment Ideas: market mayhem, and lots of investment updates

I think the ructions here in the UK have been over stated and over hyped and have been active buying gilts. I’m also seeing more and more deep discount oppos. But the US market has further to fall.

I won’t bore you with my observations on the last few days of market mayhem, except to say that I am on the side of those who think a very big policy mistake has been made. I would like to be proved wrong and that the UK government’s growth agenda will work out but I have my doubts.

What I would say is that the biggest guilty folk live in the Bank of En…