
Full time investor, data junkie. Worked in civil/criminal law for 12 years (Clayton Utz, NSW DCJ and ODPP) #AustraliaFirst
Australia
Joined January 2010
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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
Sam ๐ฆ๐บ๐บ๐ฆ 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-Nโฆ
Sam ๐ฆ๐บ๐บ๐ฆ retweeted
"No one wants to retire in a bear market. Lots of people want to retire in a bull market." ๐ป๐ - @awealthofcs
awealthofcommonsense.com/202โฆ
Sam ๐ฆ๐บ๐บ๐ฆ 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.
Sam ๐ฆ๐บ๐บ๐ฆ retweeted
Meet the American volunteer leading a strike drone team in Ukraine.
Bard leads Team Archer, part of Tactical Group Athena of the DIU. Bardโs 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.
Sam ๐ฆ๐บ๐บ๐ฆ retweeted
Korean Stock market -39.9% from the high ... just a few percentage points away from matching the COVID decline
Sam ๐ฆ๐บ๐บ๐ฆ 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.
Sam ๐ฆ๐บ๐บ๐ฆ 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.
Sam ๐ฆ๐บ๐บ๐ฆ 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
Sam ๐ฆ๐บ๐บ๐ฆ retweeted
Bloomberg: โAn 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/โฆ
Sam ๐ฆ๐บ๐บ๐ฆ retweeted
Microsoft, Alphabet, Amazon and Metaโs free cash flow fell 89% between Q4 2025 and Q2 2026.
Over the same period, their capex rose by 39%.
Sam ๐ฆ๐บ๐บ๐ฆ retweeted
โ๏ธUkrainian forces from the Signum battalion continue destroying Russian logistics in the temporarily occupied territories.
Sam ๐ฆ๐บ๐บ๐ฆ retweeted
gm.
38% of S&P 500 weight reports this week.
via Scott Rubner, Citadel
Sam ๐ฆ๐บ๐บ๐ฆ 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
Sam ๐ฆ๐บ๐บ๐ฆ 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.
๐จ 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.
Sam ๐ฆ๐บ๐บ๐ฆ retweeted
'HSBC chief economist Paul Bloxham recently forecast a 13% peak-to-trough decline for capital city dwelling values' #ausbiz
'โParalysedโ 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/2026/10โฆ
'HSBC chief economist Paul Bloxham recently forecast a 13% peak-to-trough decline for capital city dwelling values' #ausbiz
Sam ๐ฆ๐บ๐บ๐ฆ retweeted
'NAB cultivates tech talent in Vietnam, India as Australian jobs axed' 2/2 #ausbiz #NAB
theaustralian.com.au/businesโฆ





























