Australian Shares

TME with the warning.

TME with positioning data.

DXY is still threatening.

UBS has issued a deleveraging alert as war resumes, and semis reverse, though it’s relatively moderate. US Equity L/S The indicator was re-activated on Thursday last week following a three-day pause and remains “on” as of yesterday (US holiday Friday).

Or, at least, out of fashion.

OK, so where Korea goes, goes AI.

TME with the news.

TME argues tech fear has gone too far.

Getting ready for a serious snap back?

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.

The semiconductor bubble is coming under pressure as the war ends.

TME with the note.

Maybe.

TME with the charts.

TME with the charts.

Having engulfed your anus, the great bubble of our time takes in Neptune.

I haven’t seen this since 2000.

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.