Australian Shares

You never know with a bubble.

I admit it, I just wanted to write the word Uranus.

TME with the note.

Up she goes.

As yields break out, stocks are not over-owned.

BCA nails my view of the world today.

As expected, the bond crash is triggering rising turbulence for tech.

Not that it matters much.

TME with the charts.

TME with the charts.

TME on the big reversal.

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.

TME with the charts.

TME with the charts.

TME with the charts.

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.

Charts from TME.

I have largely been a believer in the AI story and expect it to boost profits for years to come.

TME with the charts.

In the Trump dimension, stocks only go up, all by themselves.

TME with the charts.

TME with the charts.

Charts from TME.

Charts for TME.