Owen Analytics (@owenanalyticsau) 's Twitter Profile
Owen Analytics

@owenanalyticsau

I have had the privilege of living through, participating in, and learning first-hand from, the best and worst of financial markets over the past 40 years

ID: 1717425140508798976

linkhttp://www.owenanalytics.com.au calendar_today26-10-2023 06:19:57

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Half-time 2025 - Good start for 80% of global share markets. Defying tariffs, turmoil, tiresome predictions of recessions and crashes by economists and 'experts' owenanalytics.com.au/2025-7-12-half…

Half-time 2025 - Good start for 80% of global share markets.

Defying tariffs, turmoil, tiresome predictions of recessions and crashes by economists and 'experts'
  
 owenanalytics.com.au/2025-7-12-half…
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World share market pricing- Part 2: P/E ratios, Dividend Yields, Price/Book – all appear very high! Here is Part 2 in my series on world share market pricing. owenanalytics.com.au/2025-8-17-worl…

World share market pricing- Part 2: P/E ratios, Dividend Yields, Price/Book – all appear very high! 

Here is Part 2 in my series on world share market pricing.

owenanalytics.com.au/2025-8-17-worl…
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World share market pricing- Part 3: Forward P/E ratios & earnings growth assumptions - The US market is actually better placed than most! owenanalytics.com.au/2025-8-20-worl…

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World share market pricing- Part 4: Profit Margins & Returns on Equity. US has highest profitability, but is S&P500 profitability is running levels not seen since the height of the 1990s 'dot-com' boom. Is this a warning sign? owenanalytics.com.au/2025-8-26-worl…

World share market pricing- Part 4: Profit Margins & Returns on Equity.

US has highest profitability, but is S&P500 profitability is running levels not seen since the height of the 1990s 'dot-com' boom. 
Is this a warning sign? owenanalytics.com.au/2025-8-26-worl…
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World share market pricing- Part 5: Growth in Profits & Dividends – Why USA leads & Australia lags owenanalytics.com.au/2025-8-28-worl…

World share market pricing- Part 5: Growth in Profits & Dividends – Why USA leads & Australia lags owenanalytics.com.au/2025-8-28-worl…
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Are we living in ’volatile times?’ Actually No! ASX volatility in the 2020s decade is no higher than recent decades, despite Covid, Trump, inflation, recessions & escalating wars. Find out more here - owenanalytics.com.au/2025-9-13-asx-…

Are we living in ’volatile times?’  
Actually No! 
ASX volatility in the 2020s decade is no higher than recent decades, despite Covid, Trump, inflation, recessions & escalating wars.
Find out more here - 
 owenanalytics.com.au/2025-9-13-asx-…
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September 2025 snapshot: Shares keep rising as ‘ai’ goes full bubble. Here’s my monthly snapshot on global markets for Aussie investors. Enjoy! owenanalytics.com.au/2025-oct-01-sn…

September 2025 snapshot: Shares keep rising as ‘ai’ goes full bubble.
Here’s my monthly snapshot on global markets for Aussie investors. Enjoy!
 owenanalytics.com.au/2025-oct-01-sn…
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My latest webinar for IFPA– share markets, inflation, rate cuts, private credit, housing, Ai & more On Private Credit – note that this was recorded BEFORE the recent collapses in the US, and before Jamie Dimon’s famous ‘cockroaches’ warning! owenanalytics.com.au/2025-10-23-ifpa

My latest webinar for IFPA– share markets, inflation, rate cuts, private credit, housing, Ai & more

On Private Credit – note that this was recorded BEFORE the recent collapses in the US, and before Jamie Dimon’s famous ‘cockroaches’ warning!
 owenanalytics.com.au/2025-10-23-ifpa
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1987 Crash Part 3: How it shaped my investment philosophy This is the story of my experiences before, during, and after the Crash owenanalytics.com.au/2025-11-07-198…

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How long and how high can the current boom go? 100 years of boom-bust cycles on the ASX. We all know we’re in a share market boom, but are we at the start, or the middle, or near the end? owenanalytics.com.au/2025-11-14-asx…

How long and how high can the current boom go? 100 years of boom-bust cycles on the ASX.

 We all know we’re in a share market boom, but are we at the start, or the middle, or near the end? 

owenanalytics.com.au/2025-11-14-asx…
Owen Analytics (@owenanalyticsau) 's Twitter Profile Photo

How long and how high can the current boom go? 100 years of boom-bust cycles on the ASX We all know we’re in a share market boom, but are we at the start, or the middle, or near the end? owenanalytics.com.au/2025-11-14-asx…

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Inflation: wealth-destruction compounds over time – even in ‘low inflation’ years. This is one of my main ‘go-to’ charts to illustrate the destructive power of inflation compounded over time. owenanalytics.com.au/2025-dec-11-in…

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2025 snapshot: Boom continues but backed by profits. Expensive, sure. But no more than a year ago! owenanalytics.com.au/2026-jan01

2025 snapshot: Boom continues but backed by profits. Expensive, sure. But no more than a year ago!
 owenanalytics.com.au/2026-jan01
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My Life in Weeks: 83% done but there’s a nasty new twist this year. "Life’s like a box of chocolates! " It’s the start of another year, so it’s time to update ‘My Life in Weeks’ owenanalytics.com.au/2026-jan04-lif…

My Life in Weeks: 83% done but there’s a nasty new twist this year. "Life’s like a box of chocolates! "

It’s the start of another year, so it’s time to update ‘My Life in Weeks’

owenanalytics.com.au/2026-jan04-lif…
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My Life in Weeks: 83% done but there’s a nasty new twist this year. Life’s like a box of chocolates! owenanalytics.com.au/2026-jan04-lif…

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My cancer journey: First 2 months of costs – steep learning curve for me, plus some surprises owenanalytics.com.au/2026feb25-canc…

My cancer journey: First 2 months of costs – steep learning curve for me, plus some surprises owenanalytics.com.au/2026feb25-canc…
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My cancer journey: First 2 months of costs – steep learning curve for me, plus some surprises owenanalytics.com.au/2026feb25-canc…

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1973-4 Oil Crisis - Fact Check: Impacts on inflation, interest rates, shares, FX, gold. What’s same/different now? We are told that the 1973-4 oil shock caused the 1970s inflation and triggering the deep 1973-4 share market crashes. Neither is true. owenanalytics.com.au/2026apr06-1973…

1973-4 Oil Crisis - Fact Check: Impacts on inflation, interest rates, shares, FX, gold. What’s same/different now?
We are told that the 1973-4 oil shock caused the 1970s inflation and triggering the deep 1973-4 share market crashes.  Neither is true.
owenanalytics.com.au/2026apr06-1973…
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Open Letter to Albo in Singapore begging for fuel - Perhaps you should ask your hosts why Australia, the most RESOURCE RICH country and a NET EXPORTER of energy, has to beg for essential liquid fuels from a county with ZERO natural resources at all? owenanalytics.com.au/2026apr10-albo…

Open Letter to Albo in Singapore begging for fuel -
Perhaps you should ask your hosts why Australia, the most RESOURCE RICH country and a NET EXPORTER of energy, has to beg for essential liquid fuels from a county with ZERO natural resources at all?

owenanalytics.com.au/2026apr10-albo…