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). 

The TMM Podcast

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Spotify 

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... podcasts.apple.com

THE ASX

Lesson of the Week

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