$EQR.AX - China's main tungsten producing regions has cut its quota by 10% in 2026. Bradshaw spoke about this specifically too. Their ore grades are declining and domestic demand is exploding. They're producing less, exporting nothing, and importing at 10x. Every data point

Guess China ain't coming to save the worlds #tungsten shortage? While the eternal rise higher may not last forever, I suspect the bull market with heightened prices gonna stay with us to at least, 2030. LFG!!! $EQR.AX Hesperian Metals

Week 16 - a bit of surprising second worst week of the year with active ptf down 3.3% to $808k. Took a massive beating on FX and burned some more option premium. A mixed bag on the rest; tech worked really well but miners were meh with chunky losses in coal.

This NDIS business in West Sydney named YWE Care is running a luxury car giveaway The NDIS is supposed to be a government funded disability insurance scheme for vulnerable people Can somebody please explain to me WHAT THIS HAS TO DO WITH LUXURY CARS

For the first time ever Claude has made a strong enough counterpoint for me to pass on an investment I was thinking about 😮 I had missed something material 🤦‍♂️ But seriously this is great! 😮

The absolute show that this market is particularly for tech bears 🤣

Sydney Morning Herald interviewed some ASX traders today

Week 17 - a bottom 3 week with active ptf down 1.9% to $793k. Drawdown now 5.2%, took size off while trying to position for more chaos next month. Tech doing the best job 😂 No wonder ASX is almost flat again for the year. I still can’t believe I gave up on $AI1 🤦‍♂️🤦‍♂️🤦‍♂️

Looks like rates are beginning to move for real 👀 Sold out of bonds except for one IG FI that I’m holding at 6.7% yield. Most of my good results are now intraday but don’t have enough time to do it very actively 🤦‍♂️ Also Albo and gang busy killing propadee & Pacific Peso 😬 Help!

I see y’all are buying Bagtech and $CBA again.

☠️☠️☠️

Wk 18 - another bottom quartile week with active ptf down 1.9% to $778k. -0.3% from a fat finger trade 🤦‍♂️ Drawdown now 7% worst since Liberation Day, round tripped back to ~10 weeks ago. Position sizing has been off, smaller tickets have won and bigger ones lost. Reset time….

Calling it what it is. The Australian Government rumoured CGT changes are a declaration of war on small business and startups. Entrepreneurs building real companies, creating jobs, taking risks are now facing double plus the tax on success. Shares, businesses, farms will all get hammered.

👑

😬

We’re in the “The boy who cried Axios” market now.

"make them believe the equity risk premium moves markets"

Week 19 - a meh week with active portfolio up 0.2% to $779k. Lost 0.1% though from last week’s fat finger trade. Tech ripped (except for China) and energy & mining dumped. Broke the drawdown streak but am up the same amount this week as ASX is for the entire year 😂

The NDIS became a grifters’ paradise – and you’re paying afr.com/policy/economy…