Full time investor, data junkie. Worked in civil/criminal law for 12 years (Clayton Utz, NSW DCJ and ODPP) #AustraliaFirst

Australia
Joined January 2010
This will be a thread of charts, tables; I don't save charts & end up looking for them which wastes time, so all charts/similar will end up here, starting with this one 'Investors as a proportion of new listings (%) vs 5 year average' 1/x #ausbiz #charts #economy #Australia
19
23
3
175
90,077
Sam ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
BREAKING: Houthis claim attacks on pumping stations along Saudi Arabia's 740-mile East-West pipeline, the Kingdom's key crude route bypassing Hormuz. Riyadh hasn't confirmed. The line was moving 5.8M bpd. #OilPrice #Saudi #Houthis #Crude oilprice.com/Latest-Energy-Nโ€ฆ
2
9
1
18
2,967
Sam ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
"No one wants to retire in a bear market. Lots of people want to retire in a bull market." ๐Ÿป๐Ÿ‚ - @awealthofcs awealthofcommonsense.com/202โ€ฆ
2
3
19
6,113
Sam ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
I am so tired of brain-dead Putin apologists on the right who direct all their outrage at Ukraine (the country Putin invaded!) while bending over backward to excuse the aggressor. The moral and intellectual contortions are astonishing.
210
79
4
670
8,809
Sam ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
Meet the American volunteer leading a strike drone team in Ukraine. Bard leads Team Archer, part of Tactical Group Athena of the DIU. Bardโ€™s team focuses on FPV strike, in other words, his team's mission is to hunt down and eliminate Russian soldiers. We get into everything from training to tactics, how they coordinate strikes with adjacent drone teams and more.
2
29
3
192
4,421
Sam ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
Korean Stock market -39.9% from the high ... just a few percentage points away from matching the COVID decline
1
7
36
2,682
Sam ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
Learned today that both TSMC & ASML spun out of the Dutch company @Philips. Philips owned ~27.5% of TSMC and 50% of ASML. Philips is worth $26B today. If they kept those stakes, those shares alone would be worth ~$860B.
21
14
460
30,313
Sam ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
From the man who famously said "the biggest weakness of the West was empathy" comes a call for sympathy towards the most brutal and murderous organization on the planet right now.
Replying to @skscartoon
The endless slaughter of Ukrainian and Russians must stop. We should some sympathy for the poor Russian conscripts too. Those kids have no choice but to fight and die in drone strikes.
8
81
2
553
6,390
Sam ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
Stocks are entering the best month of the year. Since 1950, the S&P 500 has gained 1.9% on average in November, strongest of all months.
8
6
2
57
2,656
Sam ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
Lula's win in Brazil is so far good for a 25% drop in its stock market ETF traded here in the US. The iShares Brazil ETF $EWZ is down 25.4% pre-market and trading right where it ended 2025.
7
4
1
23
6,605
Sam ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
CHART OF THE DAY: Oil in transit rises to an all-time high, per @Vortexa data. Several factors helping: 1) rising Middle East flows (SoH plus bypasses); 2) ship-to-ship operations keeping oil aboard tankers for longer; 3) lengthier routes as importers diversify away from MEast
14
41
3
122
16,163
Sam ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
Bloomberg: โ€œAn estimate by the Asia Society Policy Institute puts attendance at this plenum at about 291 members โ€” or 77.4% of the original cohort with 376 members โ€” following the purges.โ€ bloomberg.com/news/articles/โ€ฆ
6
2
34
7,164
Sam ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
Microsoft, Alphabet, Amazon and Metaโ€™s free cash flow fell 89% between Q4 2025 and Q2 2026. Over the same period, their capex rose by 39%.
5
9
1
53
6,045
Sam ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
โ—๏ธUkrainian forces from the Signum battalion continue destroying Russian logistics in the temporarily occupied territories.
16
178
6,285
Sam ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
gm. 38% of S&P 500 weight reports this week. via Scott Rubner, Citadel
1
8
49
4,709
Sam ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
Meta is raising up to $95bn of equity to fund AI spending, ~$35bn of common and pref now plus up to ~$60bn through an ATM. Bondholders should like this. $META
3
9
2
75
8,992
Sam ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
Too many in the West don't understand the *actual* root cause of this war: Russia fundamentally believes it is their God given right to rule over Eastern Europe & its people. It's not that complicated.
๐Ÿšจ Putin plans to use Ukraine peace talks to push NATO back to its 1997 military posture According to The Telegraph, the Kremlin wants to force NATO to scale back its military presence in Europe to levels seen before Eastern European countries joined the Alliance. This could mean demanding the withdrawal of NATO forces from Poland, the Baltic states, and Finland. That is why Moscow is pushing for European countries to participate in negotiations over Ukraine. Diplomatic sources cited by The Telegraph say Putin wants to turn talks about ending the war into negotiations over the entire European security architecture. The issue may also have been discussed during Putin's three-hour meeting with Trump's special envoy, Steve Witkoff, in St. Petersburg. However, European countries have previously rejected the Kremlin's demands to reduce NATO's military presence on its eastern flank.
99
457
22
4,954
77,058
Sam ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
'HSBC chief economist Paul Bloxham recently forecast a 13% peak-to-trough decline for capital city dwelling values' #ausbiz
2
8
221
'โ€œParalysedโ€ housing market faces a 20% decline' 'ANZ Bank also downgraded its forecasts last week, tipping a 13.5% peak-to-trough decline across the capital cities, with Sydney, Adelaide and Brisbane expected to fall by more than 15%' #ausbiz macrobusiness.com.au/2026/10โ€ฆ
2
1
1
20
1,012
'HSBC chief economist Paul Bloxham recently forecast a 13% peak-to-trough decline for capital city dwelling values' #ausbiz
2
8
221
Sam ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
'NAB cultivates tech talent in Vietnam, India as Australian jobs axed' 2/2 #ausbiz #NAB theaustralian.com.au/businesโ€ฆ
2
1
12
1,862