Mark Watson-Mitchell - 04.11.2025 Daniela Hathorn, Senior Market Analyst, at Capital.com commented on how the upcoming Budget is likely to impact the markets and what it means for investors. UK Chancellor Rachel Reeves delivered a sober pre-Budget speech this morning, signalling that she is prepared to make “necessary, not popular” decisions to safeguard the British economy. She warned that since her last Budget, the world has thrown “even more challenges our way,” citing s

This morning Chancellor of the Exchequer denied that any of it was her fault, in her Speech To The Nation delivered outside number 11. In a twenty minute delivery she has effectively given the country notice that tax rises are on the way. Commenting upon Rachel Reeves’ speech this morning, Bina Gayadien, partner at law firm Spencer West LLP stated that:,   "Rachel Reeves prepares the ground for a tax rising budget later this month, potentially breaking pledges set in Labour’s

Mark Watson-Mitchell - 29.10.2025 Less than two weeks ago the price of Gold was topping out at $4,358, since when it has fallen back to test the $3,923 level, before reacting today to news of new unrest on the Israel / Gaza front. Now at $4,031 it is beginning to show its lustrous legs once more. As I always say - 'Nothing Goes In A Straight Line For Ever' - not love, sex, bank accounts - they all go up and down. So too we the values of equities and commodities. I feel that G

26.10.2025 I think that I disagree with former PM Rishi Sunak's latest proclamation that the UK should cut its Spend. Decades ago, my economics teacher taught me that 'You have to put in to take out!' So I ask now - is a big change required in which Rachel Reeves looks at the UK Balance Sheet? A Government should use the funds that are raised to spend out in the economy - new and repaired roads, new housing, a well-equipped defence sector, schooling facilities, health service

26.10.2025 Bina Gayadien, Tax partner at law firm Spencer West LLP, has commented that:   With all the speculation around November’s Autumn Statement, one thing feels certain: tax rises are coming. Whether through direct tax rate increases or more structural reforms to the tax system, the Chancellor will need to find billions from somewhere without breaching Labour’s manifesto pledges. A number of possible changes are being suggested but their broad impact means that the Chan

Going to $5,000 an ounce? Mark Watson-Mitchell - 16.10.2025    When Napoleon escaped from Elba in 1815 and returned to France, he began to assemble an army. The price of gold was then equivalent to £4.32p an ounce; however, it leapt to £5.35p overnight on the back of extraordinary demand. The London Bullion House of Mocatta & Goldsmid declared that the big buyer was Nathan Mayer Rothschild, acting on behalf of the British Treasury. His orders were to dispatch the gold quickly

Mark Watson-Mitchell - 14.10.2025 A value investment  is a strategy where investors seek to buy stocks or other assets that appear to be undervalued by the market. The goal is to purchase these investments at a price lower than their intrinsic value —what the investor believes the asset is truly worth based on fundamentals—and then hold them until the market corrects the price. Key Principles of Value Investing: Intrinsic Value : This is the estimated true worth of an asset,

Mark Watson-Mitchell - 14.10.2025 As Trump and China face up to each other with their tariff battles, I thought that it might be well worth identifying an important feature in their struggles - the control of Rare Earth resources. Rare earth elements (REEs) are vital for developing and operating technology we use daily. Despite their name, they are not as rare as one might think in the Earth's crust. The challenge lies in finding them in high enough concentrations for extract

Mark Watson-Mitchell – 13.10.2025   Last Friday the market saw a massive sell-off as a reaction to US President Donald Trump declaring...

11.10.2025 Chancellor Rachel Reeves’ fiscal rules challenge: Three scenarios we could see in the Autumn Budget   Despite efforts to...

11.11.2025 Saxo,  the leader in online trading and investment, earlier this week released its inaugural Investor Forecast  for Q4 2025,...

Mark Watson-Mitchell – 08.10.2025   Less than a month ago, on Friday 12 th  September, I commented that both the FTSE-100 and Gold were...

Mark Watson-Mitchell – 02.10.2025   Kemi Badenoch is now calling for laws on Net Zero to be abolished – about time for some sanity of...

18.09.2025 New analysis from investment platform Lightyear shows long-term retail investors would be £8,000 better off compared to those...

12.09.2025 We are now within just 22 points of seeing the FTSE-100 smashing through its all-time High ground - as I write it is 9,335.16,...

10.09.2025   Overnight Russian drones have been downed by Poland’s armed forces. Multiple violations of Poland’s airspace bordering...

03.09.2025 I am grateful to see that Citywire earlier this week published an article updating the 2025 performance of various of the...

07.08.2025 Brent Crude  just hovering around the $66 level – however with Saudi Arabia’s Aramco posting its 10 th  straight fall in...

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