A short daily podcast on small/mid caps. Let me know if this is of interest!

As always, just my opinions, never advice, and please always do your own research & take professional advice if necessary.

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This week was totally dominated by the Budget, with this week's Small Cap Value Reports (on Stockopedia) giving extensive coverage & interesting reader comments debating the pros & cons. Overall, I think the removal of uncertainty in many areas now allows businesses and individuals to plan ahead again, and I'm positive on the potential for an autumn/winter recovery in small caps, which often starts around this time of year.

As usual, nothing is advice, these are just my personal opinions, which are sometimes right, and sometimes wrong - because nobody can reliably predict the future!

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Press reporting suggests a substantial hike in employers NICs could be announced on this coming Wed 30 Oct's budget. I crunch some numbers, which demonstrate that retail and especially hospitality could be facing significant falls in profit, hence maybe best avoided until the dust has settled?

Expect carnage if they cut AIM's IHT exemption, or a big rebound if they don't! Place your bets ...

Lots of companies reporting again, with 5 profit warnings, 8 GREENs (things we like the most), and 7 AMBER/GREENs (moderately positive).

As always, please remember I'm only giving my personal, fallible opinions here. You must do your own more detailed research, and not rely on my views, as they will sometimes be right, but sometimes wrong, and nobody knows what the future holds.

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