What’s your time frame for holding?

Couple people have used ticombo and said it’s brilliant - you can negotiate price for some of them, essentially the day before can put in a reasonable bid and see if it’s accepted, friend got tickets to the spurs Liverpool semi final this week for £40.

Feels like it should be a hold but will be a cut

Disagree here - the RCV included debt in the initial calculation so did not inflate the allowed rate of return which is the overwhelming driver of dividend policy. Water companies do need to keep improving but I thought the panorama was misguided

Great article - I have never really understood it particularly for the big clubs where the marginal increase is such a small % of revenue compared to tv and other sponsorship deals

Long UST positive carry trade though

The FT did a great article about how every western incumbent government has lost the election regardless of political alignment. The only common factor in my mind is inflation and everyone just unhappy with the status quo

www.ft.com/content/e8ac...