The Signals and Noise

Oct 03, 2025

Ending October 03, 2025

Video Overview

THIS IS VERY IMPORTANT

Like we said, rare earth and strategic metals are going to be central to the Cold War 2 and Australia has a big role to play.

Short Stories

Australia commits to the USA in the battle against China.
Europe is heating up.
Gold hitting the bid.
Rates on Hold. Property is not the RBA's problem.
Mean reversion is no more (apparently).

The Oz Economy

Not good news for stocks.

Households saving rather than spending as Reserve Bank conside...

The Reserve Bank has sliced interest rates three times this year. Rather than spend the cash, home buyers are paying down loans.

www.smh.com.au

Property Shortage?

Superannuation Warning (7 minute video worth watching)

Warnings grow about risks in Australia's superannuation pool |...

The corporate regulator ASIC has lashed out at the superannuation sector for the quality of its financial reports and audits, which it sa...

www.youtube.com

Lesson of the Week

There is no surer sign of a bubble than having Wall Street (who are gorging themselves on all the fees generated in speculation) come out with a "this is different". As regular as day and night.

Apparently valuation doesn't matter any more.

You're Misreading Valuations | Ben Carlson on Why Mean Reversi...

In this episode, we sit down with Ben Carlson of Ritholtz Wealth Management and A Wealth of Common Sense to talk about market valuations,...

www.youtube.com

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The Signals & Noise Newsletter

Cut through the noise. Each week, Signals & Noise delivers clear, evidence-based insights to help you think critically about markets, cycles, and risk. Just the signals that matter, backed by data and experience. For free, get key market summaries, visual charts, macro signals, decision-making tools, and a contrarian perspective. Smart, independent thinking sent straight to your inbox in under five minutes a week.