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Its Not Harry

Comment and opinion for retail investors in the UK

Rants

House prices on the UK – on the slide?

9th May 2018 by Mark Potter Leave a Comment

Confession

This piece is one of my occasional rants.  My ambition is to show readers that what gets quoted in the media (print or electronic) as ‘expert’ opinion is often out of context or plain stupid!  My ex-colleagues told me I was prone to ranting – my response is a rant is a proportional non-violent reaction to utter tosh being promoted as rational expertise.  It happens a lot in finance and economics!

Background

You may have read that the Halifax House Price Index reported a sharp fall in prices this month.  I used to work with the economist who created the original index, but no doubt is has developed since the 1980s.  Some suggest this was a ‘freak’ data item but I doubt that.   The on-line article then quoted the chief economist of an economic research business as saying something to the effect that ‘as long as interest rates don’t rise sharply and people don’t need to sell their houses because they can’t afford their mortgages, prices are not likely to fall’.  My hands were then moving to my head looking for a few remaining hairs to pull out!

Analysis and a bit more realism

Of course, repossessed houses coming on to the market in quantity would probably cause prices to fall very sharply, as they did in past recessions.  That is because of an increase in supply combining with a decrease in demand for owner occupation (partly mitigated by an increase in the demand for houses to rent).  That is just basic beginner’s economics.

However, what our chief economist friend seemed not to want to say (I am sure he thought about this) is that a more general reduction in demand alone, which we are actually seeing in London already, will also cause a fall in prices and a sharp reduction in demand will in time cause a sharp fall in prices.

For example, there are Brexit effects that are not much discussed.  Significant blocks of housing in the East Midlands especially are owned by or occupied on multi-tenant lets by Eastern Europeans.  I know this first hand – I live in Eastern Europe and have friends who have been to the UK to work, some returning home, some not yet, and my parents and sister live in the East Midlands.   That source of demand is already reducing as is evidenced by the shortage of labourers in some industries.

As Britain now appears to outsiders to be a more hostile place for foreigners (it is  – I was recently personally racially abused on a bus in Yorkshire on the apparent assumption that I was an Albanian), people with lots of money (eg Russian, Chinese and  Indian nationals) will not buy in London, which will turn off the main source of liquidity that has been driving prices in the South East too .  If net immigration falls as well, it is certain that demand side of the UK housing market equation will ease off.  That combined effect and possibly rising interest rates as well could mean a long down slope for house prices in those areas that have seen the biggest gains.  Maybe not a bad thing in economic terms, being just the turn of the cycle but falling house prices and recessions often come along together.

 

Filed Under: Economics, Rants

Unpredictable consequences – trade restrictions

4th April 2018 by Mark Potter Leave a Comment

Stock markets have fallen today as the US/China trade war escalates.  I already wrote a short piece about that subject ahead of the latest round of stone throwing, here.

We can’t say what the results will be for any given class of investments, but we do have a recent real example to analyse.  The EU banned all sorts of exports to Russia (an extreme sort of infinite tariff) to protest about Russian interference in Ukraine.  We can see some of the effects of that now after 3 years.  I will just look at an example.

In the UK, you might pay a couple of quid for a kilo of apples sourced from around the world (I checked with Sainsburys Online).   Here I pay about 40p for Grade 1 Polish apples of the same sorts of variety.  Now food prices in Lithuania are not typically 20% of what they are in the UK.  The reason apples are almost being given away is that Russia was a huge market for fruit from Central and Easter Europe.  That fruit is now coming into local markets and there is excess supply.

Lucky me – I like apples.  But what about Russia – the target of the sanctions?  I guess, with some media coverage supporting me, that prices for some foods went up in Russia because of the sanctions.  But that means Russian growers can increase sales at higher margins and possibly even plant more orchards.  Russia is a gigantic country with an enterprise culture (where it is not dissolved in vodka).  So the simple analysis of the consequences of interfering with the trade process is this:

  • Some products get redirected to different markets, creating surpluses and so prices fall.
  • Some suppliers have no profit margin and go bust, so capacity in the supplier market eventually reduces
  • Prices rise in the tariffed market, so that encourages increased local supply (witness the wine industry in South Africa during the anti Apartheid sanctions period).  The sanctioned/tariffed economy slowly becomes more independent (if it is a a well resourced large country), or the population fall into poverty (if it a weak undeveloped country)
  • Global trades shrinks.

This is an economic analysis and no political impacts are under consideration.  Elected politicians create risks for investors because their time horizons  are short in economic terms (to the next election) and they are not even interested in the long term consequences of what they do (in the main – there are honourable exceptions).

In the case of the USA and China playing tit for tat tariffs, we are looking at two huge economies with plenty of internal resources.  So, they can probably tolerate the consequences and reshape.  Maybe the US will modernise its manufacturing base, but Americans will pay more for their goods.  Those of us who are neither in China nor the US can expect cheaper goods coming our way – the EU (+Britain) is a great place to go selling the stuff the US does not want from China and vice -versa.  I predict, tongue in cheek,  more soya and pork from McDonalds and Huawei phones at half the price of Apple!

Filed Under: Economics, Education, Rants

Research or a promotion?

27th March 2018 by Mark Potter Leave a Comment

“3 top rated trusts trading on a double digit discount” is the lead headline on the Morningstar email page that was emailed to me (as a retail investor) yesterday.  The follow on teaser text suggests that this could be because UK funds are “oversold” and therefore cheap.

However, reading the actual content, which is confined to a rather shallow commentary on 3 Smaller Companies investment trusts, one reads that the double digit discounts are less than the 10 year averages, which themselves are drawn from a relatively benign long term “bull’ market.  So no extra value there!

Playing the discount to premium game (and of course vice versa!) is an aspect of owning investment trusts, but one that adds extra risk.

Morningstar is  a good business with highly qualified academics in its research units so it is a pity that it seems to be turning into a touting vehicle for the fund managers that pay to get listed with it – a sort of quid pro, I guess.

In my opinion, if  a research organisation lives on the fees it gets from the people it researches, you can’t expect it to give you independent advice.  In this case, you obviously can’t rely on it to apply logic either!

Filed Under: Basics, Rants

Recession coming?

20th March 2018 by Mark Potter Leave a Comment

This graphic may get used a lot!

It is meant to reflect the fact that I am tearing out my few remaining hairs after reading or hearing something crass and idiotic.  A vast amount of such stuff gets published every day under the guise of investment commentary or analysis.

Morningstar (a great source of data, by the way) report this today:

Economic growth has reached its peak and we are heading for a “significant slowdown in the global economy”, according to Simon Ward, chief economist at Janus Henderson Investors. He predicts there will be a global recession in either 2019 or 2020.

He has a methodology, which is explained, then that is followed by comments from other ‘experts’ contradicting him.

Whoever said (Churchill?) that ‘economists will tell you tomorrow why what they predicted yesterday did not happen today’ summed up the reality neatly.

There may be a recession, I don’t know – they don’t know either.  Such speculation is of no use whatsoever in building an investment portfolio

Filed Under: Rants

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