Usually Fintwit. NEVER buy/sell on my tweets. Investing in the shitcos of yesterday. AUS/US mostly. Pronouns: Long/Short

Australia
Joined November 2009
Seeing a massive amount of high end houses coming onto the market in the south of Melbourne but they are getting snapped up as well.
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Powell's Other Glasses (Ausnotes) 🌸 retweeted
It costs $13 more per night to stay at a Marriott than an Airbnb, on average. Average Daily Rate: Marriott: $184 Airbnb: $171 $ABNB $MAR
Aussie innovation is falling behind
🚨 BREAKING: President Trump appears to announce his intention to normalize 50 YEAR MORTGAGES, to make it easier for young people to buy a home via lower monthly payments He cites FDR as when the 30-year mortgage started to spread nationwide 👀
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Immigration in Australia has been strong for over 15 years. May come as a surprise but ABS CPI real rents roughly unchanged and actual rents in line with incomes. abc.net.au/news/2025-11-07/e…
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This is wild. $XYZ spent almost $70M on an “in-person company event.” Mr. Dorsey, this is why I could never invest in a company you lead.
From Block's results $XYZ: “General and administrative expenses increased by $68.1m ... The increase was primarily driven by … an in-person company event held in Q3 2025" Can someone please explain: a) what kind of in-person event costs $68m? b) how can I get invited? 🌳🙏
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twenty six pounds and thirty five pence for a butter chicken and rice as i live and breathe. country’s gone. it’s over.
Local Indian casually roasting my dinner choice.
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By Nov 22, Europe too will taste its first impression of the winter. #natgas
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*META: COMMITTING OVER $600B IN US BY 2028 TO SUPPORT AI Translation: META bondholders face even bigger losses
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Damn. $MELI a different beast @FromValue @PronkDaniel
What an ABSURD stat wtf? $MELI only company on Earth to grow 30%+ for 27 consecutive quarters? Surely not?
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Depends where, in Australia it's almost guaranteed due to net zero and a raft of policy that will likely instigate a resurgence. (5% deposit, NDIS spending, immigration levels and general govt worker expansion).
There will be a second wave of global inflation in the 2026-2028 period
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Turns out the quickest way to grow a black market is to price the legal market out of existence. Organised crime now controls almost 50% of Australia’s tobacco market, and it’s getting worse. The illegal trade is on track to dominate four out of every five cigarettes sold by next year. By the end of this year, the black market is estimated to overtake legal sales for the first time, with 6.6 billion illegal cigarettes predicted to be sold compared to just 3.5 billion legal ones. Projections put legal sales at just 1.9 billion in 2026 while illegal sales explode to 8 billion. This is the most profitable, lowest-risk business organised crime has ever had. Smokers and smugglers unite in applause for Treasurer Chalmers’ economic genius.
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How much have insurance premiums gone up for apartments that are on top of tobacco/grocery stores in Melbourne?
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Paypal, $PYPL, says it is seeing spending decelerate in the US
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$OKLO is down 45% from the highs about 3 weeks ago Just another 100% to go
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UNITED STATES: Employers announced 153,000 job cuts this October, the highest figure for the month since 2003.
Better get hiking then.
FED'S HAMMACK: IT WILL TAKE TWO TO THREE YEARS TO GET INFLATION BACK TO 2%
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#tin price continues to perform strongly in 2025. Its had a cracking run since late 2022
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