Australian Shares

It’s TACO Tuesday but nobody is hungry
Not that it matters much.
David Llewellyn-Smith
1
Bubble trouble
TME with the charts.
David Llewellyn-Smith
1
1999 turns 2000 as stocks and inflation rip
TME with the charts.
David Llewellyn-Smith
18
Stocks fall as bonds blast through Maginot line
TME on the big reversal.
David Llewellyn-Smith
2
Stocks party like its 1999
It’s not exactly the same because earnings are more real, and the inflation risk that will probably blow up the mania is an oil shock rather than a consumption boom.
David Llewellyn-Smith
1
The bubble is back
TME with the charts.
David Llewellyn-Smith
5
Trump needs higher not lower oil prices
TME with the charts.
David Llewellyn-Smith
12
Oil versus AI. And the winner is…
TME with the charts.
David Llewellyn-Smith
1
Markets unprepared for $200 oil
Charts from TME Oil is back in focus What started as a clean technical bounce is now turning into something bigger, with spot pushing higher, vol still lagging, and cross-asset signals beginning to react.
David Llewellyn-Smith
23
Stocks re-enter the oil shock zone
Charts from TME.
David Llewellyn-Smith
1
Go mad, young man
I have largely been a believer in the AI story and expect it to boost profits for years to come.
David Llewellyn-Smith
2
“Wall Street knows Trump must end the war”
David Llewellyn-Smith
3
Stocks out of fuel
TME with the charts.
David Llewellyn-Smith
2
Stocks enter the Trump dimension
In the Trump dimension, stocks only go up, all by themselves.
David Llewellyn-Smith
2
Is the market or Trump the crazier?
TME with the charts.
David Llewellyn-Smith
2
Dancing to the madman’s tune
TME with the charts.
David Llewellyn-Smith
4
And now for the inflation shock
Charts from TME.
David Llewellyn-Smith
10
Overbought and running out of fuel
Charts for TME.
David Llewellyn-Smith
4
The crash up to nowhere
David Llewellyn-Smith
4
Stocks chase the Madman
TME with the charts.
David Llewellyn-Smith
5
Can the short squeeze stick?
TME explores the short squeeze.
David Llewellyn-Smith
3
Squeeze or bust?
Charts from TME.
David Llewellyn-Smith
4
Is it over stocks?
Charts from TME.
David Llewellyn-Smith
9
Stocks death cross
Charts from TME.
David Llewellyn-Smith
3
Here comes the crash
Equities do not like bond volatility, and bond volatility is rising.
David Llewellyn-Smith
6