Australian Shares

Which stocks are cheap?
Or, at least, out of fashion.
David Llewellyn-Smith
2
Chugging into full AI bust
OK, so where Korea goes, goes AI.
David Llewellyn-Smith
10
Meta pops semis bubble
TME with the news.
David Llewellyn-Smith
22
The bubble is back
TME argues tech fear has gone too far.
David Llewellyn-Smith
5
Bubble quivers and…
Getting ready for a serious snap back?
David Llewellyn-Smith
Sell with both hands
David Llewellyn-Smith
7
Party like its 1929
In his seminal The World in Depression, 1929–1939, Charles Kindleberger argued that the Great Depression was not caused by the 1929 crash but by an interregnum between British and US hegemons.
David Llewellyn-Smith
6
Semiconductor bubble quivers
The semiconductor bubble is coming under pressure as the war ends.
David Llewellyn-Smith
2
Hartnett: Keep selling
TME with the note.
David Llewellyn-Smith
2
Bubble bursts, or does it….
Maybe.
David Llewellyn-Smith
7
Bull trap
TME with the charts.
David Llewellyn-Smith
Buy puts
TME with the charts.
David Llewellyn-Smith
2
Raging bubble passes Neptune
Having engulfed your anus, the great bubble of our time takes in Neptune.
David Llewellyn-Smith
4
Uranus surpassed
I haven’t seen this since 2000.
David Llewellyn-Smith
3
How to trade the bubble bust
You never know with a bubble.
David Llewellyn-Smith
Bubble passes Uranus
I admit it, I just wanted to write the word Uranus.
David Llewellyn-Smith
7
We are not in 2000. We are in 1929. 
TME with the note.
David Llewellyn-Smith
22
The meltup machine
Up she goes.
David Llewellyn-Smith
4
The bubble is here
As yields break out, stocks are not over-owned.
David Llewellyn-Smith
3
Stocks and bonds on collision course
BCA nails my view of the world today.
David Llewellyn-Smith
3
Sell!
As expected, the bond crash is triggering rising turbulence for tech.
David Llewellyn-Smith
10
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