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The Signal and Noise

Dec 19, 2025

Ending December 19, 2025

Steve's Thoughts

THIS IS VERY IMPORTANT

The NASDAQ is well and truly in bubbly territory.

Macro Moments

US unemployment rises.

China's property market is sliding - 4 Years and counting....

China's home prices slide further in November

China's new home prices extended declines in November, official data showed on Monday, indicating that a recovery in demand remains elusi...

www.reuters.com

EU hits reverse gear. More ICE cars after 2035. Thanks China.

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The Signals and Noise

Ending March 27, 2026 Blog We have fielded a few questions lately on Woodside regarding when and how much to rebalance after its swift rise from around $20 to the current price around $34.You can think about this with our other winners (rare earths and coal stocks). Two parts of the profit - the capital gain and the dividend. When you sell you "lose" future dividends but receive more money in ...

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Macro Moments

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