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Past Present Future
The Long Blog! This pairs with our podcast special... Past, Present, Future.
The Bubble(s) is Here?
When investing, it is critically important to understand how markets arrive at their current position in order to divine the potential future. To do this we use a mix of our 8 investment principl...
Jan 11, 2026
The Signals and Noise
Ending January 9, 2026
Steve's Thoughts
THIS IS VERY IMPORTANT
It's All About Geopolitics
Get use to a more volatile world.
This is extremely important for markets as it demonstrates what we have been warning investors about for the past 12 months. Governments are no...
Jan 10, 2026
The Signal and Noise
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
Ch...
Dec 19, 2025
The Signal and Noise
Ending December 12, 2025
Video Overview
THIS IS VERY IMPORTANT
One comment you here often is the panic surrounding the size of the government deficit. In Australia, the government deficit is miniscule compared to other countries. You won't see higher economic growth unless...
Dec 12, 2025
The Signal and Noise
Ending December 5, 2025
Video Overview
The ASX has lost a portion of the YTD gains in the last month, so we will need a decent Santa rally if we want to end the year on a fairly positive note.
THIS IS VERY IMPORTANT
US stocks may surge another 20% before historic cras...
Dec 06, 2025
The Signal and Noise
Ending November 28 2025
Video Overview
TMM Facebook Community
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As someone who has been through multiple recessions, business and market cycles, I can tell you the root cause always start with finance. Private credit appears to be heading for a fall w...
Nov 28, 2025
The Signals and Noise
Ending November 21 2025
Video Overview
TMM Facebook Community
THIS IS VERY IMPORTANT
This example is why we warn against investing too much in individual companies. Droneshield causing volatility with insider selling. Watch these companies because they are small, growth ori...
Nov 21, 2025
The Signals and Noise
Ending November 14 2025
Video Overview
TMM Facebook Community
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Commodities remain the place to be for long term investors. Emerging markets are also relatively cheap.
Short Stories
Denmark lags and leads the revolution? Germany it's about cars and...
Nov 14, 2025
The Signals and Noise
Ending November 07, 2025
Video Overview
TMM Facebook Community
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Just a reminder the last time we were here, it didn't end well. This should help you stay focussed on the long term. The NASDAQ lost 82 percent erasing all the previous gains back to aroun...
Nov 07, 2025
The Signals and Noise
Ending October 31, 2025
Video Overview
Get your questions answered - TMM Facebook Community
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"This remains the most expensive market we have experienced, & we don’t see a better option than continuing to be cautious.... When the tide turns, it does so ...
Nov 01, 2025
The Signal and Noise
Ending October 24, 2025
Video Overview
TMM Facebook Community
THIS IS VERY IMPORTANT
The US economy appears to be fading and looking down the barrel of a recession. This is when debt matters.
Short Stories
America and Argentina. Watch closely....
Conflict - Both Ukraine ...
Oct 24, 2025
The Signals and Noise
Ending October 17, 2025
Video Overview
TMM Facebook Community
THIS IS VERY IMPORTANT
The main issue of concern is how the AI bubble bursts. This is not even a debate, with the only question is how it all plays out. And we already know that.
'Absolutely' a market bubble:...
Oct 18, 2025
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