There wasn’t a huge amount to report from July. Politically/economically I fear the most important event in the UK was the Labour government’s failure to enact its intended welfare reforms. This leaves the government a) unable to control spending b) unable to nudge the economy towards more jobs and more growth and c) facing politically… Continue reading July ’25: New high watermark →

I really want to stop mentioning Trump. Even when he sends troops into LA, one of my favourite cities. But when he launches 30kt bombs on Iran, it is very hard to avoid talking about him. In the context of what Trump’s been up to, the welfare reform screw-ups by the Labour government seem almost… Continue reading June 2025: Show times →

Having sold my London rental flat, what was I to do next? I’ve paid the £20k+ transaction fees. I have paid off the mortgage. I set aside the amount to pay my Capital Gains Tax, a liability which needs to be settled within [60] days. I moved some of the remaining equity into other investments… Continue reading Swapping a rental property for a share portfolio →

I’ve had quite a busy May. It’s been a lovely month, featuring a wedding in the country, a trip to the Isle of Wight, my first visit to a dairy farm in 40+ years, a lovely trip to the Cotswolds, and more. If you can identify any of the locations above feel free to shout… Continue reading May 2025: market springtime →