Anthony Ives

#ASX #XAO 1 year lows $A2M $ANN $BPT $EVT $FPH $HVN $JBH $RMD $SFC $SUL $TYR $UNI $WES 2 year lows $IRE $KPG $MGR $OCL $SGP $TPW 3 year lows $EBR 4 year lows $PFP $SDF 5 year lows $AD8 $CSL $EQT $IEL $JIN $LLC $NVX $SEK $SKC $SYR $WEB all time lows $CTT $PWR $SLD Capital & dividend adjusted

#ASX #XAO 1 year highs $PLA 2 year highs $CTM 5 year highs $AGI $SRL all time highs $BHP $KSL $MI6 $MLX $NWH $PLS $RIO $SHA $SIQ $SRG Capital & dividend adjusted

Trump has grown increasingly frustrated with how the Iranians are handling negotiations to end the war, and some Trump aides say that he is now more seriously considering a resumption of major combat operations than he has in recent weeks. cnn.com/2026/05/11/wor…

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#ASX #XAO 1 year lows $A2M $BPT $EVT $FPH $JBH $TYR $UNI 2 year lows $IRE $KPG $MGR $SGP 4 year lows $PFP 5 year lows $AD8 $CSL $EQT $PGC $SKC $SYR all time lows $PWR $SLD Capital & dividend adjusted

#ASX #XAO 1 year highs $MAQ $PLA 2 year highs $AGI $CTM $ELV 5 year highs $DVP all time highs $CNU $IFT $KSL $MI6 $MLX $NWH $SIQ $SKS $SOL $SXE $TEA Capital & dividend adjusted

The single biggest winner from the budget: the tax-free owner-occupied home, which is where people will put their money. After the budget doubles the capital gains tax on productive businesses/assets from circa 23.5% to 46-47%, investors will understandably pull money from businesses, shares, commercial property and rental housing and plough it into their tax-free owner-occupied home. It's a great way to push up the prices of these houses. On the other hand, cutting negative gearing while also doubling CGT makes investing in rental properties extremely unattractive. It hammers the capital gain upside on any asset: shares, commercial property, the small or medium sized business you built, venture capital and private equity. It will give Australia the most unattractive capital gains tax in the WORLD (see table below)! So the government's policies will (1) push up owner-occupied house prices, (2) push up rents, and (3) reduce the capital available for investing in any small, medium or large sized business that is driving employment, innovation, growth and productivity/prosperity. Investors will go to other countries where they pay half the capital gains tax, or less. Since these pollies have never worked a day of their lives in the private sector, it is no surprise that when they decide to completely and unilaterally rewrite the entire tax system for all investors and businesses -- after promising before the last election more than 50 times NOT to change the capital gains tax and negative gearing rules -- that they would blow the entire Aussie economy up... Your best bet will be to buy a house, live in it, and hope they keep dropping 500,000 new people into the country every year to pump-up prices...

AEMO has just blown out the cost of Australia's Net Zero grid to $128 billion and now says coal must run until 2049 to keep the lights on. Wind forecasts for 2030 have been slashed from 42.6 GW to 26 GW, with offshore wind now admitted to cost 40% more and deliver far less power. Transmission, the backbone of Net Zero, has been slashed from 10,000 km to 6,000 km after cancellations and cost blowouts of up to 100%. Coal remains indispensable, says AEMO, and the country's fleet must run 11 years longer than previously promised to stop blackouts and cover stalled renewable build-out. Reliability risks are also rising. Aging coal is being driven past design limits and a failure at any major plant could destabilize the grid. Gas becomes the strategic backup when solar collapses at dusk and during multi-day wind lulls - the exact conditions that already triggered emergency warnings this year. Every pillar of the plan: wind, transmission, timelines, costs, has been revised, delayed or downsized. Net Zero didn't replace coal. It extended it to 2049 (and likely far beyond).

Responsive? More like destructive. It’s more like “Capital Punishment”. Your ‘reform’ slashes CGT discounts across businesses, shares and all productive assets, hammering investors, starving startups and real capital formation. Resilience for Canberra, stagnation for the Australian economy that actually produces.

$SPX has produced 8 separate 1% gains w/o a single -1% decline. Last example was fall 2015. Since 1970, such a streak has occurred only 9 times Longest run took place from Jan - May of 1985, when SPX recorded 11 separate 1% advances before finally experiencing -1% decline. SPX didn't peak until Aug. 1987 1-month forward, only 3 occurrences were positive, but 12-months forward only 2 were negative $SPY $QQQ $ES_F $VIX $SMH $NDX $NYA $AAPL h/t @FrankCappelleri

Aramco just confirmed what the data already showed. Even if Hormuz opens tomorrow — rebalancing takes months. And if the closure extends a few more weeks? Normalization pushed to 2027. This means: ▸ June → Operational Stress Level (7.6B barrels) ▸ September → Operational Floor (6.8B barrels) ▸ 2027 → earliest possible normalization The market is not pricing a 2027 recovery timeline. It’s pricing a quick fix that Aramco just said won’t happen. This changes everything.

The @abcnews is running propaganda for Albanese’s tax grab, it’s not reporting! Yes, older, wealthier Australians benefit most from the CGT discount. That’s not a bug, it’s the entire point. They took the risks, built businesses, bought properties, worked decades, and reinvested instead of blowing it all. Now @ausgov and their state media arm want to punish success to fund more spending, more migrants, and more “equity” for people who haven’t done the same. This isn’t about “the rich paying their fair share.” It’s envy dressed as policy. Halving the discount (or worse) will: • Hammer retirees relying on asset sales for super top-ups. • Discourage investment in housing and shares exactly when Australia needs more of both. • Drive capital and people overseas. We all know that smart money doesn’t stick around for retrospective punishment. • Hurt the next generation most: fewer jobs, slower wage growth, and even harder-to-buy homes because supply stays choked. You can’t tax your way to prosperity. Every time governments “soak the rich” like this, the middle class and aspirational get soaked next. The ABC knows it. @AlboMP and @JEChalmers knows it. They’re hoping you’re too dumb or distracted by the class warfare graphics to notice they’re breaking another election promise while killing the golden goose. Australians built this country by keeping more of what they earn, not by having Canberra take a bigger cut every time someone succeeds. Stop the spin.

🇬🇷 As a Greek woman, I cannot stay silent… I owe this to my Ancestors ! ❌️ BOYCOTT Nolan’s "The Odyssey" that has completely altered Homer’s epic ❌ Helen of Troy , the most beautiful woman in the world , was described by Homer with golden blonde hair, dazzling white skin and divine European beauty that launched a thousand ships. She was a Greek woman, not Sub-Saharan African. This is not representation. This is erasure of Greek and European history and identity. Imagine the global outrage if they made: "Wagadu: The White Panthers"... Double standards and pure disrespect! ❌️ BOYCOTT Nolan’s Odyssey ❌ #BoycottNolansOdyssey #HelenOfTroy #HomersOdyssey #GreekMythology #HistoricalAccuracy #CulturalErasure

The @ausgov budget on Tuesday will impact all Australian founders, entrepreneurs, investors and ambitious young Australians trying to build something meaningful. Australia has a productivity crisis and the government is increasing the tax burden on productive risk-taking capital. Stupidity of the highest order. That is economic vandalism. A founder who spends a decade building a company is not earning a yearly wage. They are risking capital, sacrificing income, employing Australians and reinvesting for years in the hope of creating something valuable. Now compare Australia to the rest of the world. The US rewards entrepreneurship. Dubai rewards entrepreneurship. Even Greece is competing for global capital. Australia is punishing it. Capital is mobile. Talent is mobile. Ambition is mobile. The result of these changes will not be “intergenerational equity” it will be “capital punishment” for every ambitious Australian. The result will be fewer Australian companies, fewer jobs, lower investment and weaker productivity. The smartest founders and investors are already doing the maths. And increasingly, they are concluding that Australia doesn’t want them. This Budget will become the moment Australia stopped competing for growth and started taxing aspiration instead. #Budget2026 #CGT #Productivity #Entrepreneurship #Innovation #AustralianEconomy #Investment #Startups

One Nation’s David Farley has won the seat of Farrer. Tonight, One Nation has secured a victory not just for Farrer but for all of Australia. The people of Farrer have not just spoken, they have roared. The people of Australia will not be forgotten. One Nation will fight for you on the floor of Parliament. We will fight to lower cost of living, end net-zero and stop mass migration. None of the other parties havre represented you and have tried to divide Australia.

Only we believe in running politics as One Nation under one flag for the benefit of Australians, not other countries.

Look, I know none of this stuff matters anymore. But my G*d. This will be the 4th time the S&P 500 $SPY has hit a record high while 5% of its members fall to 52-week lows. 1. July 1929 2. January 1973 3. December 1999 4. Today

You and your team start, and work in, a business. You put $250k in to get it to break-even. After a decade of blood, sweat and tears, your business is worth say $5 million. Under Labor's proposal to effectively double capital gains tax by indexing it to inflation, you would see a 96% increase in the tax you would otherwise pay today. You would pay more tax in Australia than if you set up *three* of these $250k businesses in Canada, NZ and the UK, and them sold them for $15m in total. And we were told by the government more than 50 times before the election that they would not touch CGT or negative gearing. Check out this table summary of the change in total CGT paid @GeoffWilsonWAM

Brilliant tool @chrisbrycki. The leaked new tax on CGT is “stupidity of the highest order”. Reducing the reward for long-term risk-taking won’t create more risk-takers. Expect less investment in businesses, shares, property and more sitting in the family home or super. Classic own-goal for productivity and all Australian!

One of the biggest tax changes in decades will be announced in next week’s Federal Budget. The widely expected CGT changes won’t just affect wealthy investors or property owners... they affect anyone trying to build long term wealth through shares, investment property or building a business. To help Australians understand the potential impact, we’ve built a CGT calculator that estimates how much better or worse off people could be under the proposed rules: stockspot.com.au/cgt-calculator/ A few examples from the calculator: • An ETF investor growing $100k over 10 years could end up with around $26k less after tax • A property investor could lose more than $50k in after tax wealth • A founder building and selling a business for $1m could lose more than $225k If you materially reduce the after-tax reward for taking long term risks, fewer people will invest in businesses and productive assets. Over time that means less investment and innovation, fewer startups, lower productivity growth and ultimately fewer jobs in Australia. I discussed this in The Australian last week. theaustralian.com.au/wealth/investi… Instead, more money gets pushed into the family home, super or cash sitting in the bank. That’s why entrepreneurs and business leaders including @PaulBassat, @GeoffWilsonWAM, @leighjasper, @matt_barrie, @lux_schwab, @lukeanear, @Bron_LeGrice, @MJBiercuk and @craigRblair have all raised concerns about the broader economic consequences these changes could create. We thought if people could properly quantify what these changes might cost them over time, it would make the broader economic impact much harder to ignore. The calculator is designed to help Australians model different scenarios before any final rules are announced: stockspot.com.au/cgt-calculator/

#ASX #XAO 1 year lows $EVT $FPH $RMD $SGP 2 year lows $ADH $IRE 4 year lows $SDF 5 year lows $CSL $EQT $IEL $LLC $LOT all time lows $ATA $ING Capital & dividend adjusted