Price ≠ Value.

True.

Stocks and property at record highs, unemployment near record lows, inflation within target. and we're all desperate for rate cuts, which almost everyone agrees are inevitable. Cool and normal 👌.

RT @strawmaninvest: That demand is something that must be stimulated is stoopid. So says Say.

#RBA rates matter. but man, the theatre of it all! The breathless hand-wringing, the endless pontification. FFS it's one policy lever of many, maybe not even the biggest. Like, we either overstate its importance, or we’ve built something frighteningly fragile. right?.

By all means have an opinion, just make sure it's a well informed one

Not a terrible FY25 for our little band of capital allocators 🔥📈🥂

The associated fine is something like 4% of Bupa's Asia Pacific FY24 Net Profits. I'm sure they'll think twice before again screwing over thousands of people.

RT @Noahpinion: This may be the best single sentence ever written in tech journalism

This loss is ~80% bigger than Australia's entire housing market. It represents a 20-30% drop from the 2021 peak.

Here's a neat little valuation calculator I made with help from AI. (I have next to zero programming ability, so am more than a little chuffed with this effort!).

RT @saylor: Don't Look ₿ack in Anger.

Had a fun chat with @claudedwalker on a few winning stocks. $CAT $XRF.

RT @phil_muscatello: 🔍 Peering four inches into the future with @sage_simian from @StrawmanInvest.📷 Wielding the chainsaw as an investing t….

RT @bowtiedstocks: Students of financial history: . the Australian housing market is unquestionably a bubble, on any valuation metric. Non-….

Maybe it's undeserved dumb luck, as most of my friends seem to think, but.

👀.

It took almost ten years, but I scored a #SpiffyPop on $CAT today 🍾

👀

Shocked all the other wrist-slappings from ASIC haven’t yet convinced Macquarie to mend its ways. Shocked!.