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The Signals and Noise

Nov 07, 2025
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Ending November 07, 2025

Video Overview 

The Signals and Noise November 7

 

 TMM Facebook Community

 

THIS IS VERY IMPORTANT

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 around 1996.  

 

Short Stories

  • Is Sam Altman next?
  • Australian economy - Rates on hold. Possibly until 2027.
  • Markets - looking edgy?
  • Shout out to Dean!
  • Shout out to Connor

 

The Oz Economy

 

The Oz economy continues to splutter along but not exactly booming. No rate cuts and slowing wages along with modest household spending so we shouldn't expect too much from stocks, however investors may have other ideas coming into Xmas.

No more cuts and 'rate rises pencilled in for 2027'

Will 3.6 per cent be as low as the Reserve Bank's cash rate gets? A majority of economists now believe so.

www.abc.net.au

Investors are still piling into property. 

 

Lesson of the Week

Investors often forget the relationship between future returns and valuation as we get caught up in the current bull market. 

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