Australian Shares

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
Stocks party like its 1999
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.
David Llewellyn-Smith
1
The bubble is back
TME with the charts.
David Llewellyn-Smith
5
Trump needs higher not lower oil prices
TME with the charts.
David Llewellyn-Smith
12
Oil versus AI. And the winner is…
TME with the charts.
David Llewellyn-Smith
1
Markets unprepared for $200 oil
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.
David Llewellyn-Smith
23
Stocks re-enter the oil shock zone
Charts from TME.
David Llewellyn-Smith
1
Go mad, young man
I have largely been a believer in the AI story and expect it to boost profits for years to come.
David Llewellyn-Smith
2