Welsh. Investment Manager at @QuilterCheviot. Farmer's son and sports lover. Tweets not investment advice
Joined February 2012
- Tweets 11,605
- Following 640
- Followers 1,115
- Likes 12,013
2,241 Photos and videos
May 13
Taking Stock – After The Bell
Episode 64: Money on Your Mind
Genuinely one of my favourite episodes!
We chat with renowned financial psychotherapist Vicky Reynal to explore why money so often triggers fear, anxiety and emotional decision‑making and what we can do to help ourselves and anyone we advise.
A really interesting discussion and I hope you find it as useful and though-provoking as I did.
youtu.be/CFtbZjWXtfY?si=NNkP… via @YouTube
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May 13
Also available on our website or as an audio on Apple Podcasts or Spotify.
podcasts.apple.com/gb/podcas…
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Jonathan Raymond retweeted
May 12
Starmer and Reeves are not kidding when they say this political uncertainty causes economic damage. The only “reset” being achieved at the moment is higher borrowing costs. Result? We’re all worse off. So deeply depressing.
May 12
👀UK 10yr bond yields shoot up to 5.1% amid speculation about the fate of the PM. Here's the chart of the past three trading days 👇
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Apr 24
Taking Stock – After The Bell 🎙️
Episode 63: From Girona to Geopolitics
James and I discuss: -
➡️why equity markets are holding up despite the Middle East conflict
➡️why earnings matter more than headlines
➡️why bonds are telling a more cautious story
And James’s cycling trip to Girona 🚴♂️☀️
quiltercheviot.com/news-and-…
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Apr 24
Also available on the @QuilterCheviot YouTube channel as well as Apple Podcasts and Spotify.
youtu.be/TC-thuQxP0E?si=wpV3…
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It was 6 years ago we were told to stay at home whilst the pandemic threatened us all.
We were then told that work from home was going to be the norm and the office was dead.
And now AI is coming for white collar work.
But the fact is, human beings want to spend time with human beings, which is why scenes like this from Smithfield Market this evening are so uplifting.
We have always worked things out and solved the problems we’re faced with, and at Easter, we should look forward with hope and optimism for a brighter future.
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Mar 28
Wild few weeks. Few comments on the BBC website from me.
bbc.co.uk/news/articles/cvgk…
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Mar 24
“For most investors worried about volatility, the starting point should be their financial plan rather than the news cycle.”
Some comments from me in The Times.
thetimes.com/money/family-fi…
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Mar 15
The best of days. Nothing quite like Cardiff on Six Nations Day.
The sun shone and we put in a great performance and got a win!
Not bad for George’s maiden visit to the @principalitysta 🏴
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The big guy clearly a Blackadder fan.
Mar 9
US President Trump to @NYPost asked about oil prices:
“I have a plan for everything,” Trump told The Post. “You’ll be very happy.”
nypost.com/2026/03/09/us-new…
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Listen to Simon! 👇
Mar 5
UK electricity generation has fallen 25% from its peak in 2004. Per capita electricity consumption is a third the level of the United States. The UK has the most costly electricity in the world. Half the gas we consume comes from the Norwegian side of the North Sea basin. The residual imported LNG has 4x the carbon footprint of supplying our own. And most depressingly of all the result is a deteriorating UK Balance of Payments, a weaker pound, and a bigger hit to the cost of living. And still the useful idiots want to further constrain UK energy production through high taxes, banning new licences, and gold-plating new energy infrastructure. Their luxury beliefs are behind the awful household disposable income growth of recent years. 🤡.
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Taking Stock - After The Bell 🎙️
Episode 61: Bricks over Bytes
We discuss why investors are favouring 'bricks over bytes', the contrasting fortunes of software and semiconductor stocks, global market leadership so far this year and what softer inflation and interest‑rate expectations mean.
And James's skiing holiday.
quiltercheviot.com/news-and-…
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Also available on the @QuilterCheviot YouTube channel as well as Apple Podcasts and Spotify
youtu.be/6YrSfhMDUFU?si=d7T1…
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Feb 24
When's all that German defence spending going to show up in the data? Erm, now.
Stunning chart from @asr_london
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Feb 20
Yes, this is the place formerly known as twitter, where people come to complain, however in the UK right now we have: -
➡️ UK retail sales growth accelerating as the budget uncertainty goes into the rear view mirror and people re-open their wallets
➡️ Stronger than expected tax receipts for January
➡️ Inflation coming down and interest rates set to fall a few more times in 2026
➡️ Wages growing faster than prices ie positive real wage growth
➡️ A stockmarket that is, quite frankly, absolutely flying
Yes the labour market looks a bit weak but given the above, I would expect this to be short-lived as companies work through the added cost burden and eek out productivity gains.
I know people think everything is terrible and the world is going to hell in a handcart but maybe things aren't entirely awful?
If only it would stop raining!
Feb 20
The UK economic data deluge continues: retail sales up strongly in January as consumers open their wallets.
A really positive sign after a long period of sluggish growth.
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Feb 20
The UK economic data deluge continues: retail sales up strongly in January as consumers open their wallets.
A really positive sign after a long period of sluggish growth.
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Feb 18
I was up early again this morning commenting on this morning's UK inflation figures, including in @CityAM
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Feb 18
As for the data themselves, we're continuing to see an unwinding in the 2025 uptick in inflation, with headline CPI (blue line) down at 3%.
Services inflation (yellow) still elevated but also moving in the right direction, with Core CPI (grey) also falling.
A rate cut for March now at an 86% probability (vs 75% this time yesterday).
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