Powell's Other Glasses (Ausnotes) 🌸
25.4K posts

Powell's Other Glasses (Ausnotes) 🌸
@ausnotes
Usually Fintwit. NEVER buy/sell on my tweets. Investing in the shitcos of yesterday. AUS/US mostly. Pronouns: Long/Short

Auction results - Sold To Listed - Sydney 37.1% (39.1% last week) - Melbourne 44.0% (40.9%) Sydney was very weak last weekend, today it's weaker still, with it's worst result since auctions were winding down for Christmas 2024. Weakness was further confirmed in SQM's results earlier this week. Meanwhile, Melbourne put in its weakest performance (non-public holiday weekends) since April last year. This is meant to be a time of major seasonal strength, but not only is that not happening, but it's even weaker than the holiday season wind down period of last year. If we see normal seasonal declines in clearance rates from this level into the later months of the year, then both markets are in trouble. #AvidAuctions



Some #asx #coal earnings estimates.... I look forward to hearing how they are wrong 😄 (seriously).







At some point folks will realise inflation’s heading to 6%, cash rate to 5%+, and unemployment will surge producing the first national property price correction in a generation

This is terrifying.















