FIRE v London
firevlondon.bsky.social
FIRE v London
@firevlondon.bsky.social
www.firevlondon.com . #Investing to be Financially Independent and able to Retire Early.

In £££London, and having fun, so FatFIRE really.

November: a generally poor month in the markets, despite US federal shutdown ending after 42 days. Australian equities had worst drop for a while. UK equities were the tallest dwarf.
December 6, 2025 at 11:48 AM
The perils of top slicing - I sold $GOOG at $255 and $265 in the last month. Heading up to $295 based on this week's results. Thankfully I still hold plenty.
October 30, 2025 at 7:32 AM
$GOOG is on an absolute tear. I have been top slicing (as it's one of my biggest holdings) above $255 and my holding is still worth more than a month ago.
October 29, 2025 at 7:34 PM
There is something extraordinary about HMT issuing this gilt: 5.25% 2041. 1/4
October 12, 2025 at 8:37 AM
Reposted by FIRE v London
How Britain is on the cutting-edge of bureaucracy, with crypto ETNs the latest exemplar…

Plus all the week's money and investing reads including bits by @ToddWenning @mrmoneymustache @awealthofcs @Noahpinion @paulkrugman and many (many) more!

monevator.com/weekend-read...
Weekend reading: the white heat death of innovation* - Monevator
Cryptic crypto, plus all the week's best reads
monevator.com
October 11, 2025 at 11:44 AM
Sep '25 markets: bouyant, in a word. S&P has really shaken off the Tariffs Tantrum, with AI/Tech leading the way, and is pulling everything else with it so far as I can see.
October 5, 2025 at 9:55 PM
Markets in August: US rate cut looking more likely has pulled USD down, but lifts US Equities & Bonds; elsewhere, currencies steady, moderating equity gains, but bonds dip slightly.
August 31, 2025 at 7:33 AM
I'm being beaten by the Wellcone Trust. But I'm beating Oxford, Cambridge and Harvard. I'll take that. 10 year returns stats. firevlondon.com/monthly-retu...
August 14, 2025 at 6:36 AM
July's markets - Equities were quite a pleasant place to be, particularly in the UK. Bonds easing off a little bit, everywhere. Tariff shocks nowhere in sight.
August 9, 2025 at 8:25 PM
Excellent writing by FT's Robert Armstrong re bitcoin
July 28, 2025 at 6:55 PM
June markets: S&P posted another strong month as tariffs fade from view, tho USD down; UK generally weak, reflecting general gloomy mood. Bonds in UK/US up, Equity in other markets also up.
July 5, 2025 at 2:31 PM
My latest post - on swapping a property investment for stocks/shares portfolio firevlondon.com/2025/06/22/s...
Swapping a rental property for a share portfolio
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 w…
firevlondon.com
June 23, 2025 at 7:18 PM
May was a good month for investments - with a slight exception for UK bonds. S&P led the charge, as the TACO meme took hold (slightly denting USD).
June 4, 2025 at 10:04 PM
Excellent, astute piece by James Max in ££FT on.ft.com/43SmvxZ
May 30, 2025 at 10:13 PM
BoE cuts rates by 25bps to 4.25%. Time for an update on my portfolio leverage #dontdothis. Loan To Value (green) close to target. Interest costs (pink columns) continuing to fall, though still high relative to a 'free money' era back in 2021. #investing #marginloans
May 8, 2025 at 11:53 AM
My write-up about my portfolio in March - which admittedly feels quite a long time ago #investing firevlondon.com/2025/04/11/m...
Mar ’25: Anticipating tariffs
What’s in the news? Talking about the news in March, give nwhat’s been happing on the tariff front over the last few weeks, seems a bit pointless. We entered March with a lot of drama a…
firevlondon.com
April 16, 2025 at 11:58 AM
March markets.... just before the plunge. GBP sandwiched between falling Dollars (USD & AUD) and rising EUR. Equities dropping in anticipation of tariff-mania. Bonds quiet, and uncorrelated to equities (for once).
April 7, 2025 at 6:46 AM
The stock markets are swooning, but my 12 month return is still (barely) positive. Still very ignorable.
April 4, 2025 at 3:14 PM
For once, Bonds (Yellow) are doing what they are supposed to do vs Equities (Blue) - be uncorrelated.
April 4, 2025 at 11:53 AM
Two limit orders filling on the last day of the month round out a busy month for the portfolio firevlondon.com/diary/
March 31, 2025 at 5:09 PM