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AI bubble reaches critical mass

August 18, 2025 - 13:30 -- Admin

The Market Ear with more. The bull is on ketamine Here are the craziest charts from the week that truly make us believe that bull is on serious drugs. OH MAN! (MSFT + AAPL + NVDA) Nvidia, Microsoft, and Apple now make up over 21% of the S&P 500, the highest weighting for any three

Salvatore Babones cancelled!

August 18, 2025 - 12:30 -- Admin

In the fast-evolving Communist self-censorship public forum of Australia, a man has broken ranks with the enforced media consensus. His name is Salvatore Babones, an American sociologist based at the University of Sydney. If being an American was not enough to invoke cancellation Article One, his arguments certainly are. Buried deep in an ashamed AFR is

Chinese depression turns less golden

August 18, 2025 - 12:00 -- Admin

Deutsche with a wrap of Chinese data: China’s economy activity slowed in July. We estimate real GDP growth droppedby 0.8ppt, to 4.9% YoY in July from 5.7% in June. Leading the slowdown was a sharp drop in fixed asset investment which declined by est. -5.2% YoY across the board, including a notable drop in manufacturing

Australian renters be damned!

August 18, 2025 - 11:30 -- Admin

In the run-up to the 2022 federal election, Labor promised to implement a smaller immigration program if elected. However, as soon as they took office in mid-2022, they convened the Jobs & Skills Summit, which was packed with pro-Big Australia shills, and used it as a pretext to gain a phony consensus to increase immigration

AI is a bogan

August 18, 2025 - 10:00 -- Admin

The AFR is in full panic mode about AI. AI stocks are lifting Wall Street to record highs on what feels like a daily basis, and former Google executive turned author and entrepreneur Mo Gawdat is predicting we are just two years away from a dystopian period that could last about 15 years during which

Macro Morning

August 18, 2025 - 09:00 -- Admin

Friday night saw the release of the latest US retail sales numbers with import prices spiking and consumer inflation expectations rising again, getting traders further worried on Wall Street. The USD was on the ropes against all the majors, with oil prices also pushed slightly lower after stalling all week while Treasuries where sold off

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