With $NVDA result imminent... Market is focusing on Funding Pressures for RECORD CAPEX in TECH Projections for MAG-7 are for CAPEX to double in coming years to around $700bn Chart: CAPEX Vs CASH FLOW & SALES👀🔥⏬ Are much hotter 🔥than over DOT.COM bubble

Hot Aust CPI Inflation - As Housing & tight labour markets pose Hawkish Challenge to overly dovish RBA. “No cuts” or Hikes Reality vs RBA “1-2 cuts” narrative. · Trimmed mean measure well above expectation at 3.3% · Ex Volatile 4.0% y/y vs 3.7% prev Only time Inflation

Great Chart Tim Lawless - Australian Investor Lending Surge/ Bubble Investor Lending has "gone vertical" due to strong rents, RBA "promises" of Rate Cuts & low lending standards (PC & circumvention of LVR & KYC rules) NB how the 2014 & 2017 surges of Investor Lending co-inciced/

Important points... Where is the poverty line today with Housing "Impossibly unafordable" in Australia + 20% + expensive in US + other countries After 15 years of overly low rates +/or money printing?

Claims by Govt supermarkets are gouging isn't supported by the data - margins are flat for decades The problem is cost inflation *Electricity * Rent *Wages Are surging due to Govt policies *Renewables * Migration surge Charmers is the problem not the remedy!

Dishonest propaganda! Claims by Govt supermarkets are gouging isn't supported by the data - margins are flat for decades The problem is cost inflation *Electricity * Rent *Wages Are surging due to Govt policies *Renewables * Migration Albanese is the *problem * not the

Shocking scenes in Bondi Australia... as Jewish Hanakkuh beach service is attacked by 2x gunman This footage shows a member of the public disarming one of the gunmen. Hero saves multiple lives

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Mmmmm... Michael A. Gayed, CFA Carry Trade has reversed....and may wrecking havoc on Equities & Bonds & USD

Carry Trade back under pressure as 10yr JGB yld & hits near 30 yr high. Pain for Tech likely Carry Trade Reversal is again looking menacing - Japan JGBs yields hitting near 30 year highs. Bond holders prepare for expansionary fiscal policy. PM Takaichi planning to cut sales tax

RBA likely doubly Hawkish today: Expect: +25bps of hike with CPI & Rate outlook to be revised up materially due to structural inflation pressure at 3.5%. We expect 3X rate hikes in ’26. to take 3.6% Cash Rate to 4.35%. We see the “maths” as follows: RBA likely increases CPI

Mmm..RBA backtracks with +25bp hike...due to *excess demand* read *negligent government overstimulus* Govt Policy is: zero productivity, surge Govt spending, surge immigration HTF could this not end in 3.5% structural inflation? If you look closely they have a total of