Cub40

@mjfree He can’t run

Just 210 days until the 2026 Midterm Elections on November 3!!!

@neural_theory @DarioCpx Especially when the UK is now the number one (or two?) holder of UST

@DarioCpx Yes, I know. But given the insults, why would anyone prop-up the US debt system after that. Fuel is the sideshow, debt is what Trump and Bessant need to be selling

Here you go folks. Message to US allies: “Buy from the US” Fair question: at what price? 🤔

Today ANZ's Consumer Confidence Index fell to its lowest level ever in more than 50 years of data. There was commentary prior to the war that this was not representative of the experience of households, I vehemently disagreed. The data from CBA tells the tale, even prior to the war real per capita spending was falling significantly. And this had been happening for years. Households have been absolutely bushwhacked by inflation and a poorly performing real economy. Now the age of upheaval is upon us and things have worsened still. Amidst this extremely challenging environment it is crazy not to cut migration into a huge economic shock, but if that is removed you are left with a consumer economy that was already contracting even before the war. Reality is coming home to roost for Australia. Chart: ANZ

Australia might still be the world's best place to live but we're letting ourselves down big time. Four weeks into the Iran war: 10% of our servos wholly or partially out of fuel. 30% of farmers worried they lack the diesel to sow or harvest their crops. Flights being cancelled. No Australian-flagged fleet of tankers that could be tasked with a fuel rescue mission; with no naval ships capable of helping to break any Iranian blockade; and with no Australian air power yet despatched to the Middle East to help the US-Israel campaign against an apocalyptic theocracy, even though the Straits will never be secure while it lasts. Successive governments convinced themselves that an 'unstoppable green energy transition' meant access to fossil fuels was neither necessary nor desirable. That was always a fantasy, and now we're paying the price. Fossil fuels are still responsible for 90% of our energy needs. The Bondi massacre was a wake up call on social cohesion. The Iran war is a wake up call on national resilience. Dealing with both means recovering the self-belief needed for Australia to stay Australian. Time to face facts on energy. Read my latest at The Tony Abbott Newsletter: tonyabbott.au/p/fuel-insecur…

$GGP's Dec 2025 Group MRE with Telfer-Havieron growing to 14.9Moz Au through Telfer increasing to 8.0Moz (+150%). A maiden 70Mt O’Callaghans tungsten resource confirms it as a globally strategic asset. Group MRE: bit.ly/4lZ8AxG O’Callaghans MRE: bit.ly/4bRjT6m

@ScottNorth64736 @Mining_Hub_ should continue. many parallels with NMG. $VAL appears cheaper at the same stage to $NMG on an EV/oz valuation

@Cub40542 @Mining_Hub_ Do you think it will continue and why?

Crazy week on the ASX, did you have any winners? Thanks to @Mining_Hub_ for the data. $KLI $SRL $ELV $BHL $SQX $LSA $FXG $BTL $LTR $PLS kamoacap.com

@ScottNorth64736 nice addition

Today we released our Sentiment Tracker, which tracks thousands of data points each week and is updated every 24 hours in our Morning Drill Down email. And judging by the market this morning, the data looks spot on. Subscribe now: news.kamoacap.com

@hinds_stuart wonderful news

Telfer Mineral Resource Estimate (MRE) rose by 4.8Moz to 8.0Moz (+150%) at a discovery cost of $5/oz Not a good start to the day if you believed Seneca Australian Shares Fund narrative for the last two years. fool.com.au/2026/03/30/gre…

Gold just replayed its 1971–1973 move, including the first big correction. After peaking in ’73, it soared another 7x over the next 7 years, enduring brutal pullbacks of 29%, 24%, 45%, and 20% along the way. This bull market will rhyme with the 1970s: sharp drawdowns, but much bigger upside ahead.

Gold sold off as rates moved higher. In a pure market, Gold signals deflationary crash as the US, with $38 trillion in debt, moves closer to bankruptcy. But we have the Fed that is there to pump the bubble higher. Inflation is the only way out. Look for Fed action QEIV to manage yields lower and blow out the Fed's balance sheet pushing Gold to the inverse of the reciprocal of USD worth 0.

Gold only has two, MAYBE three corrections of this magnitude in its bull markets. This might even be the last one you get for the rest of this bull. Probably not a good idea to squander it.

@Eagleresa thats why you have to invest in the North American goldies

Can be seen in comparison Nth Am #gold #stocks ($GDX) easily outperform Australian gold stocks ($AXGD)- Aussie golds often get hit with profit-taking (like yday despite Nth Am up & now up again) - Nth Am golds appear to recover faster & go to higher highs relative to Aussie golds

@Bricktop_NAFO The only wounds you have are the callouses in the palm of your hand

“If I took this shirt off, you would see a beautiful, beautiful person. But you would see wounds all over. I’ve taken a lot of wounds I can tell you. More than I suspect any president ever”

@JEChalmers Is this the comedy channel ?

This government is improving the budget position at the same time as we're helping with the cost of living by cutting taxes for all 14 million taxpayers a second and third time this term.

@mattjcan Well said

Today I called on Jim Chalmers, the nation's Treasurer, to resign because he has overseen the biggest blowout in Australian Government spending on record and it is not even close. The Government's latest budget data shows that in just 6 months, spending blew out by an unbelievable $50 billion. That is a cost blowout rate of more than $200 million per day. This crazy level of government spending is why interest rates have gone up today. Not only is this the biggest cost blowout on record. It follows previous records under Jim last financial year. There has never been a period of economic mismanagement like this. It is off the charts. If Jim Chalmers had presided over $100 billion in cost blowouts in a private company he would be sacked. Why aren't the same standards applied to the people we pay for in the public sector? (Chart thanks to the @FinancialReview)

@JEChalmers How about running a balanced budget and stop blaming others, the buck stops with you

Today the independent Reserve Bank Monetary Policy Board increased the cash rate by 25 basis points. This will be difficult news for millions of Australians with a mortgage and we understand the pressure that this will put on families and businesses. While today’s decision was widely expected, that doesn’t make it any easier. We know many Australians are doing it tough which is why we continue to roll out responsible cost of living relief, including a further tax cut later this year and another one next year. At the same time we’re doing what we can to strengthen the budget and address our longstanding productivity challenge.

@ausstockchick Buy the dip

Ok Mum and Dads, no need to panic. Let’s all take a deep breath! #Silver #Gold 😅

@WVerily The BB will burn

🤡🤡🤡Clowns in America. CME Comex $38 USD below Shanghai and $29 below India. Taking advantage of the Chinese New Year holiday to slam and cover shorts. While Australia's Perth Mint has suspended all silver sales. 🤡🤡🤡

@RpsAgainstTrump accusation is confession

Q: What was Tulsi Gabbard doing at an election center in Georgia? Trump: She's working very hard to keep the election safe. They got into the votes and you're gonna see some interesting things happening. They've been trying to get there for a long time