Sam 🇦🇺🇺🇦

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

The cash rate is 4.10% and the curve has (almost) 3 more hikes priced in for this year. The previous cycle high was 4.35%. If the market is right, this will be only the second time in 26 years that the cash rate has risen above the previous cycle peak. Higher highs, higher lows?

@Om_Codes_ I still remember the mail they sent back to Dreamworks legal team for the takedown notice, it's so hilarious to this day. The real pirates ☠️ 😎

WOW: TRUMP REVOKES 200,000 INDIAN CDLS WITH THE PRIME MINISTER OF INDIA ON THE PHONE

1 year Aussie bond up another 10 basis points today #ausbiz #bonds

The Super Micro scandal shows just how massive China's espionage operations are in America Fake servers were built and shown to auditors. Very wealthy people engaged in high risk criminal activity. We really face an unprecedented espionage threat in the US.

Three Charged with Conspiring to Unlawfully Divert Cutting Edge U.S. Artificial Intelligence Technology to China “The indictment unsealed today details alleged efforts to evade U.S. export laws through false documents, staged dummy servers to mislead inspectors, and convoluted transshipment schemes, in order to obfuscate the true destination of restricted AI technology—China,” said John A. Eisenberg, Assistant Attorney General for National Security. “These chips are the product of American ingenuity, and NSD will continue to enforce our export-control laws to protect that advantage.” 🔗: justice.gov/opa/pr/three-c…

🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA >SMCI co-founder Yih-Shyan "Wally" Liaw arrested today >personally holds $464 MILLION in SMCI stock >charged with smuggling BILLIONS in Nvidia servers to china >used a southeast asian shell company to funnel $2.5B in servers to chinese buyers >$510 million worth shipped in just THREE WEEKS in spring 2025 >built thousands of fake dummy servers to fool U.S compliance auditors >caught on surveillance camera using a HAIR DRYER to swap serial number stickers >coordinated the whole thing over encrypted group chats >SMCI down 12% after hours >faces up to 30 years in federal prison ITS SO OVER…

Young Canadians keep getting more miserable Old Canadians keep getting happier Data from world happiness report: worldhappiness.report

Young people getting screwed out of a house and a prosperous future, and older people benefitting handsomely from it an aggregate level...

BREAKING: An oil tanker operator paid Iran a $2 million fee for safe passage through the Strait of Hormuz on Wednesday, per FT. Iran is now charging "favored" countries millions per oil tanker for safe passage through Hormuz.

This same NDIS business offers Australian government taxpayer funded Quran classes for disabled kids You pay with your tax dollars, who knows if the classes even exist He walks away with luxury Mercedes What a system

One of the remarkable things about the last month is that US natural gas prices have done ABSOLUTELY NOTHING #OOTT #Opec #ONGt

A man accused of heading a significant drug trafficking network across metropolitan Melbourne has been arrested while walking his dog. Investigators moved in on the man in Balaclava on Wednesday following an eight-month investigation into the alleged trafficking of cocaine, methamphetamine, ketamine and MDMA. Following the arrest, officers raided a unit on Blenheim Street, uncovering more than $835,000 in drugs and cash. @3AW693

Extraordinary new DemosAU polling shows Pauline Hanson and One Nation on track to become the official opposition. The Liberal/National Coalition would be reduced to just 9 seats nationally. Looks like Australia is facing its UK Reform moment

The number of Australians in Sydney has been shrinking for some time.

I talked to two Israeli sources on why Iranian launches continue to increase, despite US-Israeli claims that they have destroyed almost all of the launchers. Here is what they said: 1) The 90–95% drop in volume claimed by CENTCOM earlier in the month was probably a temporary lull as Iran repositioned its remaining launchers into hardened sites. Independent satellite analysis suggests that a significant portion of the "80% destruction" claimed by the IDF actually hit high-fidelity decoys. 2) Despite fewer launchers, the lethality per strike has increased. Iran's shift to cluster warheads has allowed a single missile to impact multiple locations simultaneously, compensating for the lower volume of launches 3) Iran has successfully set up mobile, underground units able to fire at steady rates. Iran used that quiet period to move their remaining ~100-120 heavy launchers into "Super-Hardened" facilities 4) Iran is utilizing its Zolfaqar and Dezful road-mobile launchers. These units move from hardened tunnels to pre-surveyed launch spots, fire, and return underground in under 10 minutes, often before coalition drones can re-task for a strike. 5) Because these launching units are decentralized, it is very hard for US and Israeli intelligence to get info on them. Israel and the United States do not have an answer to this problem. That is why they are trying escalation on energy sources instead. But that is backfiring.

Albo, no matter how much you try to appease them, even by getting on your knees and hands alongside Burke like dogs - unless you fully submit to their third worldist, Islamic grievances...they'll never accept you

@NickJFreitas for that terrorist state to be permanently neutered, below needs to happen and #TACO is too scared, because short term energy pain would be massive x.com/samstrades/sta…

I say this as someone that wants to see the Islamic Republic in Iran fall… But it isn’t going to happen because of US ground forces. Among other objectives the US is creating space for the Iranian people to take over. That does not mean this will be another nation building exercise by the US. The time the Iranians have to do it is limited. I don’t say that arrogantly or with a presumption that I understand how horrible it has been for the Iranian people. I say it because it’s the truth.

for #USA to win in Iran and render the state second #Cuba, all their energy export facilities need to be turned into dust, until #Trump does that, nothing will change #Iran will turn into a regional superpower that will field massive control over neighbouring states, #Iran will continue spreading terrorism and violent, radical #Islam, at levels not previously seen