Sean Matthews
Private investor that applies a simple hybrid approach to investing and trading.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 27, 2026
- Audience
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- Earliest in this view
- Jul 12, 2026
Latest issues
Sunday 27th September 2026 - VPA UK Market Scan (opens the original)
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RamblingsThis title was probably engineered as a little click bait, either way it baited me in. Working from home ‘more important than pay’ among top managersThis shouldn’t come as a surprise. Why would anyone want to give up 5 to 10 hours a week commuting? It’s dead time and dead money. Then add the price of fuel, especially diesel, which my local garage is now selling at £1.99 a litre. It stands to reason workers are pushing harder for more days at home, because it hits their outgoings directl
Sunday 20th September 2026 - VPA UK Market Scan (opens the original)
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RamblingsI don’t want to sound like a broken record banging on about the housing market, but it’s an important sector, and I have a degree of exposure to it myself. I read back through the narrative from $MAB1 Mortgage Advice Bureau this week, and there’s a strong read across to the rest of the market. With something like 8% of the mortgage market going through their books, a profit warning from that lot tells you the market is stalling. Break it down and it gets more interesting. UK purchase tr
Sunday 13th September - VPA UK Market Scan (opens the original)
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RamblingsPlenty of noise this week around the US rate decision, and it shows just how fast a narrative can flip. A few weeks back everyone was pricing in a cut. Then new Fed chair Kevin Warsh got up at Jackson Hole, struck a properly firm tone on inflation, and now the market reckons a hike is actually more likely. That’s a full about turn in a matter of weeks, if it materialises of course. The UK, as ever, just gets dragged along by whatever the US does. The Fed decides on the 16th, the Bank of
Monday 7th September - VPA UK Market Scan (opens the original)
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RamblingsI normally send this out on a Sunday, but with a very manic work schedule, you will have to make do with a Monday supplement instead.You could just switch off the news and ignore all the miserable dross out there. Most of it is depressing. Yet as far as the markets are concerned, it all just gets discounted.There is still a real sense of tension in the air though. The Iran situation hasn’t improved one bit. The US and Russia still can’t find any common ground. Russia won’t yield on its
Sunday 30th August 2026 - VPA UK Market Scan (opens the original)
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RamblingsAfter a recent trip to Fuerteventura with $JET2 I thought I’d offload some feedback, since I know it’s a popular one with Small Cap Private investors. They now offer twilight check in, where you drop your bags off the night before. I’d never used it or even heard of it before, but since we were staying near the airport it was well worth it, especially with kids. It also let us sort out our seats that evening, since we’d been scattered all over the plane. They fixed it without question a
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