Bloody Hell! Are Your Investments Walking the Green Mile?

The Facts Changed So Did I. Did You?

By order of the Peaky Blinders I'm here to tell you the world's gone sideways. Remember that saying 'Own it don't trade it'? Toss it in the canal with the rest of the day's troubles. We're not dealing with a simple market anymore; we're playing chess with blinder wearing politicians who fancy themselves kings. And they're changing the rules mid game. See clinging to old dogmas like clinging to Ada when she's got one of her mad ideas will only get you hurt. Trust me I know a thing or two about that.

Nvidia's Revelation: A £5.5 Billion Slap in the Face

Nvidia bless their optimistic hearts thought they could charm the Yanks with promises of shiny new AI toys. They played the game talked the talk even built a new chip just for the Chinese. But then came the gut punch. A £5.5 billion write down. Turns out goodwill ain't worth a damn when the cards are stacked against you. You would presume goodwill correct? You would have assumed that all of the news would come out at once so you could make an informed judgment? Those assumptions would have been wrong. There is no such thing as 'buying goodwill' from the Trump administration when it comes to China. Lessons eh? We all learn them one way or another.

Apple's Green Mile: The Gallows Are Looming

If Nvidia caught a cold Apple's got pneumonia. That 'stay of execution' they got? A temporary reprieve like Polly giving me a night off the whiskey. Any day now they could be walking the 'Green Mile'. Our government's made it clear: they don't want us doing business in China. They're practically screaming it from the rooftops! And you like a fool are still holding onto those bloody shares?

Got China? Sell It Don't Trade It!

It ain't just Nvidia and Apple. Estee Lauder GE Healthcare DuPont Danaher... all good companies bled dry by the same poison. We should have obeyed a corollary 'Got China: Sell it don't trade it.' China clampdowns sanctions and criticisms – the Chinese government destroyed a huge chunk of value. The writing's on the wall thicker than the smoke in our Garrison. Time to listen.

Fair Trade: Highway Robbery or Equal Pain?

This isn't about free trade anymore. It's about 'fair trade,' or what I like to call 'equal pain equal pleasure.' The Yanks have decided they want a piece of the pie and they'll cut off your fingers to get it. The truth is the world is changing and this lot want to wean us off globalism. Like convincing Arthur to stay off the opium.

Time to Prune the Rose Bush

I've been losing sleep over these stocks more than I lose over Arthur's antics. They've become crutches stopping me from finding proper British companies. It's time to make them smaller before they become smaller themselves. Waiting for things to change? That's a fool's game. We're Peaky Blinders not fortune tellers. We adapt we move and we survive. By order of the bloody Peaky Blinders it's time to adapt your portfolio to this new world or get out of the game. 'Intelligence is a very valuable thing innit my friend? And usually it comes far too late.'