Mr. Cholmondley-Warner

I am just reading Monkey with a Pin http://monkeywithapin.com/ Sounds as good as the cat! Interesting points about investing, fund managers and fees. Some good stuff describing survivorship bias and comparison with indexes. BTW book is free and not too long so worth a shufti

Hi there seen this article debunking theory, just fyi..... http://ftalphaville.ft.com/blog/2012/07/24/1094111/is-peak-oil-dead/

www.businessinsider.com/the-best-finance-people-on-twitter-2012-4?op=1 thought might be of interest i surposed myself by already following a few of them!

Interesting article from Building magazine http://www.building.co.uk/average-house-prices-may-be-stable-but-the-figures-hide-trouble/5034900.blog Dont have time to say anything, at work, but food for thought.

Another one www.telegraph.co.uk/finance/newsbysector/mediatechnologyandtelecoms/electronics/9181939/Apple-Topeka-Capital-Markets-analyst-predicts-Apple-will-be-worth-1000-a-share.html Golden apple, only way is up, Flippin heck! Sound familiar......

just thought I'd pop in and say hello and link article www.creditwritedowns.com/2012/04/more-on-why-minsky-matters.html bit simple for you guys but gives Krugman a bit of a kicking, so why not. I like the guys views anyway. Main forum would benefit though!

Have downloaded from youtube using http://www.downloadhelper.net/ Will transfer to my tablet and watch on the way to work Cheers

Your welcome Vive la Twitter!

couple of links may be of interest www.scribd.com/paul_mason_01/d/79963708-Mason-Lse-Lecture-Jan-2012 www.ritholtz.com/blog/2012/01/cnbc-best-alternative-financial-blogs/?utm_source=dlvr.it&utm_medium=twitter all led to from twitter, brilliant medium for news!

I am looking at the title of the thread and numerous pages arguing about the definition of value somewhat moved away from the point question of the original post Been Injin'd again, what a waste

I decided this last year and cut down on the amount of time I spent on here, generally only this thread and posts by specific people. I have just accepted I have no control what happens so am getting on with life as best as I can. I have been a whole lot happier I can tell you! Try leech block if you use firefox, you can block HPC for the times you want. I did it last year and it is effective in getting you to change your habits. Good luck and best to all for 2012, fingers crossed!

some levity to proceedings http://macro-man.blogspot.com/2011/12/europe-and-bomb.html

No problem wasn't really expecting an answer unless his name was already in the public domain He seems very well read but it is that unfailing belief that there is only one path and everyone else is wrong........ How does one learn unless you ask questions,and that includes about yourself

Looks like he was born in Turnberry.....possibly or somewhere in Scotland at any rate, so pretty much Scottish I think, but there was lot of inbreeding then near the borders Looks like French lineage in there somewhere but quite common really My mothers maiden name is a cheese eating surrender monkey's but I am definitely Scottish though, that foreign language nonsense escapes me,sooner we all speak English the better

Who is goldfinger, I have always been interested to know He is so sure of himself like a lot of people..... People without any self doubt are always a worry to me

Shedlock's the arch deflationist bearing that in mind but article refers email from Pettis http://globaleconomicanalysis.blogspot.com/2011/11/history-suggests-greece-will-freeze.html Time for TFH, beans and guns............... Also good article from Edward Harrison http://www.creditwritedowns.com/2011/11/italys-debt-woes-and-germanys-intransigence-lead-to-depression.html Will the ECB pony up is the question?

you're bxlondonman and I claim my £5

reminder roubini still worth reading when looking at macro picture http://www.economonitor.com/nouriel/2006/01/28/italys-tremontis-temper-tantrums-on-emu-in-davosa-sad-embarrassing-episode-for-italy/

Not quite, builders wont be ditching gas yet but will be a mix of all technologies, MVHR, CHP, PVs etc. It will be very expensive, uplift 50% 2007 standards BTW it is a target date at the moment and not enshrined in legislation, govt could change its mind when no-one can aford em! See a report if you want to look at detail, its a weighty tome though http://www.communities.gov.uk/documents/planningandbuilding/pdf/1501290.pdf

what is it they say about lies, damned lies, and statistics! or you say potato I say potato....... doesn't really work without saying out loud and out in the real world of construction 4th quarter looking pretty awful, hey ho, onwards and upwards also saw report today suggesting further drop construction output and no pick up till 2014, which feels right at the mo, so feels like a depression to me Sorry another Edit: Link to article to back up comments above http://brickonomics.building.co.uk/tag/construction-output/

Made me laugh, there an irony there if you can see it

I have posted on this before but HPC only shows 8 of my previous posts, wtf? Brief version as follows, it is a bit of a how long is a piece of string question For new build, agents around peak would typically be using £300 - 350/ft2 for "good quality" but vary widely depending on area, SE a lot higher, skys the limit depending on quality of product i.e. on of the Candy's properties in London Net flat sizes is area within party/extenal walls, measure over internal partitons Typical flat sizes 50-55m2 1 bed, 65-70m2 2 bed, 75-80m2 2 bed, houses 100m2+, but can have bigger than these. Net area typically 80% of gross area i.e. including common stairs,corridors lobbies etc Would guess the figure has dropped now but not looked at recently Old rule of thumb property value about double the build cost BTW dont know where you are getting £60/ft2 for values, you would struggle to build anything of decent quality (house only) for that, never mind infrastrcture works and land value to be added, does it have a roof Hope that helps

http://lmgtfy.com/?q=convert+80+ft2+to+m2

I think I understand this bit, but should not deficit countries also be looking at their own internal demand, creation of jobs providing local goods, bought locally, that doesn't fit in with globalism though! As far as I can tell China's surplus is partly due to the Americans buying lots of their cheap goods so their accumulation of dollars is a function of the trade balance of Americas deficit. The debt haters dont seem to understand that, our modern way of life is built around it, I guess they would be more happy trading socks for a pig at the local shops or something. How do you move away from all this anyway? Seems unrealistic for all the Chinese folks to start buying their own crap and people in deficit countries need to accept that their purchsing power will diminish to create jobs in their own economies and reduce the differential from poorest to richest, given that we are all selfish gits! We should be spending the money we put into our pensions Seems to me that nothing will actually happen unless we have a proper crisis that will force the issue Saying all that I dont know a great deal about anything so please ignore if my comments are ******

I can only offer anecdotal evidence but I have been involved in a number of commercial property deals with LLoyds and they have shifted a number of things back into the market at a loss, so they have been writing down some of their book, the extent is another matter which I cannot comment on...... Banks generally still kicking the sh1t out of developers though!