Australian Shares

Trump is risk numero uno to stocks
The panic is gone, says TME.
David Llewellyn-Smith
3
Stocks set course for the end of America
TME kicks us off.
David Llewellyn-Smith
2
Dead cat goes splat
TME measures the dead cat.
David Llewellyn-Smith
2
The bubble reflates
Lol.
David Llewellyn-Smith
2
It’s a bear market
TME kicks us off.
David Llewellyn-Smith
9
2000 called. It wants its tech wreck back
How’s this for a bear market rally?
David Llewellyn-Smith
2
The AI dead cat arrives
TME with more on the bubble and bust of AI.
David Llewellyn-Smith
4
Put a cork in the AI bubble. It’s done
TME with the charts.
David Llewellyn-Smith
7
Bursting bubble says no to TACO
It’s always the same.
David Llewellyn-Smith
5
Rotten TACO
DXY still looks bullish.
David Llewellyn-Smith
8
Stocks pushing into stronger headwinds
TME with the charts.
David Llewellyn-Smith
Stocks begin to panic
TME with the charts.
David Llewellyn-Smith
2
AI CDO anyone?
The story never changes.
David Llewellyn-Smith
5
AI dead cats bounce too
Here’s one.
David Llewellyn-Smith
Goodbye AI
Charts from TME.
David Llewellyn-Smith
1
Brace for the shock of a lifetime
David Llewellyn-Smith
4
AI bubble pops
TME with the charts.
David Llewellyn-Smith
5
What could possibly go wrong?
TME with the data.
David Llewellyn-Smith
2
Robots loaded up on Trump
TME with the warning.
David Llewellyn-Smith
1
The bears are winning
TME with positioning data.
David Llewellyn-Smith
2
Get set for the everything crash (incl house prices)
DXY is still threatening.
David Llewellyn-Smith
11
Tech bombed in Iran
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).
David Llewellyn-Smith
29
Which stocks are cheap?
Or, at least, out of fashion.
David Llewellyn-Smith
2
Chugging into full AI bust
OK, so where Korea goes, goes AI.
David Llewellyn-Smith
10
Meta pops semis bubble
TME with the news.
David Llewellyn-Smith
22