Usually Fintwit. NEVER buy/sell on my tweets. Investing in the shitcos of yesterday. AUS/US mostly. Pronouns: Long/Short
Australia
Joined November 2009
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Powell's Other Glasses (Ausnotes) 🌸 retweeted
On a fwd looking basis you will struggle to find a company of this size, quality & lifespan cheaper on Earth. Boom boom boom go the drums... 🪳🥁 $YAL.AX #coaltwitter
The mrkt did this last cycle too w/ a long lag before the equities responded & when they did it was aggressive. I believe it's due to the lack of coverage both domestically & globally in addition to the 3month contract lag.. once the reported earnings flow through, the fire will properly ignite as the mrkt goes "omg look at that cash flow".. 🥶❄️☃️ #coaltwitter #TTF #LNG #Rott #NEWC $WHC.AX $YAL.AX $NHC.AX $SMR.AX $TER.AX $BTU $TGA.L $GLEN $COAL
There is logic in this however the real folly is government spending too much and relying on generational wealth to fill its coffers in an ever increasing unproductive and toxic investment environment with insane taxes. Unfortunately she is part of the problem.
Powell's Other Glasses (Ausnotes) 🌸 retweeted
The government is being warned of a potential surge of people paying the Tax Office by credit card, without incurring a fee and while earning reward points. ebx.sh/KSyFrR
Powell's Other Glasses (Ausnotes) 🌸 retweeted
is this the only software stock on asx that’s “working” 🤷🏻♂️😵
Powell's Other Glasses (Ausnotes) 🌸 retweeted
Coal is roughly 80% cheaper than LNG, encouraging Asian and European buyers to increase coal imports ahead of winter.
@SlavEnergy explains why price-conscious gas buyers are betting on energy security in her article this evening on Oilprice.com
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If the Reserve Bank of Australia proceeds with a widely anticipated rate hike next month, repayments on a median-priced home will consume 37.4 per cent of a typical household’s income. ebx.sh/ucQVUn
Not that hard to believe when you look at the rents in Silicone Valley or NYC.
40% of workers earning over $300,000 say they're living paycheck to paycheck, per Goldman Sachs.
Big stuff up on $RZI.ax not withholding tax liabilities when no TFN is provided. Another big stuff up by management not to halt the share until it's known what the quantum of the liability is. (Sadly I do hold, one of my bigger blow ups in a long time). Probably will get a takeover once the liability is known but hope is not an investment strategy.
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🚨 NEW: Victoria (state) voting intention
🟦 L/NP: 30% (+1)
🟥 ALP: 24% (-)
🟧 ONP: 24% (-1)
🟩 GRN: 16% (+1)
⬛️ OTH: 6% (-1)
Two-party-preferred
🟦 L/NP: 56% (-)
🟥 ALP: 44% (-)
ALP vs ONP
🟥 ALP: 55% (+2)
🟧 ONP: 45% (-2)
RedBridge/Accent | 2-8 Oct | n=1008 | +/- 1-14 Sep
Powell's Other Glasses (Ausnotes) 🌸 retweeted
JUST IN: UAE officials reveal the Flydubai co-pilot hijacker became radicalized while studying in Australia.
Powell's Other Glasses (Ausnotes) 🌸 retweeted
Australia Inflation Expectations on the rise again
Hulkster @_warrenhogan warned us 🤷♂️🤷♂️🤷♂️🍻🍻🍻
Up Bank lets customers react to their announcements and hilariously they vomit reacted regarding this one on property.
Powell's Other Glasses (Ausnotes) 🌸 retweeted
What has the government done to the Eastern Suburbs property market. This was a $7m house before the budget.
Powell's Other Glasses (Ausnotes) 🌸 retweeted
Metric Partners
afr.com//companies/financial…
Well that aged well.
Powell's Other Glasses (Ausnotes) 🌸 retweeted
Aussie retail investors getting ready for the Firmus float
Powell's Other Glasses (Ausnotes) 🌸 retweeted
🚨 NEW: Federal voting intention
🟧 ONP: 28% (+1)
🟥 ALP: 25% (-1)
🟦 L/NP: 21% (-)
🟩 GRN: 15% (+1)
🟪 CSA: 1% (-)
⬜️ IND: 5% (-)
⬛️ OTH: 5% (-)
Two-party-preferred
🟥 ALP: 52% (-)
🟦 L/NP: 48% (-)
ALP vs ONP
🟥 ALP: 53% (-2)
🟧 ONP: 47% (+2)
YouGov | 29 Sep-6 Oct | n=1500 | +/- 15-21 Sep
Sounds like Jimflation to me... afr.com/companies/retail/cre…