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The Signals and Noise

Jan 17, 2026

Ending January 16, 2026

Steve's Thoughts

THIS IS VERY IMPORTANT

Iran revolution is now added to the list of "Things to watch out for in 2026". No sign of China or Russia.
Trump brings more government to the market. Markets are not independent from government.

Immigration is the next big issue (everywhere).

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The Oz Economy

Jim heads to the US to chat critical minerals. Europe, Singapore, Japan, South Korea have indicated that they want some of them too. They want our rare earths too.

Expect more of this which will lead to large stock price movements.

We recommend you listen to this podcast regarding the state of the Aussie property market. It highlights many of the issues we have raised in the past 12 months.

Trust Lending, SMSFs, and the New Property Danger Zone

Property investing has rarely looked more seductive-or more dangerous. In this episode, Veronica and Chris unpack the growing gap between...

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