Australian Shares

TME on the crazy calm in equities.

I have noted repeatedly that Michael Hartnett at BofA, the most famous asset strategist on the planet, has a blind spot when it comes to geopolitics.

TME describes the bull case for tech.

Bloomberg describes Trump’s emerging strategy for wrecking the midterms.

For me, the most interesting investment question involving SpaceX isn’t whether it is worth the enormous valuation.

The Market Ear examines the history of midterms.

TME asks the question.

TME has the latest on the war for markets.

TME kicks us off with a market that just doesn’t care.

DXY is sagging. AUD is enjoying China’s magic carpet ride. Scott Bessent has not fixed Japan. The twins of doom are now moving in tandem. AI metals appear concerned. Not so miners. This is a big short for mine (pardon the pun).

Regular readers will know that I basically believe that AI is only the latest iteration of a structurally deflationary environment, regularly disrupted by an inflationary pushback in the form of disintegrating globalisation.

The Market Ear is sanguine.

TME with the hilarity.

TME sees the chase back on.

So says TME.

The panic is gone, says TME.

TME kicks us off.

TME measures the dead cat.

Lol.

TME kicks us off.

How’s this for a bear market rally?

TME with more on the bubble and bust of AI.

TME with the charts.

It’s always the same.

DXY still looks bullish.