Ending October 24, 2025
Video Overview
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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 and Russia suffer from targetting each other's critical industries.
- Rare earths - Europe mulls a response to China's controls.
The Oz Economy
There are growing doubts AI will achieve what high profile promoters said it would. Too many journalists don't search for balance, nor read any alternative narratives.
This is what we have been higlighting for some time. Australia will be pulled into the US's orbit as we move away from China. I'm not sure critical minerals will be worth $2 as Trump states, but there is no doubt that the US is removing itself from China's rare earth grip. Watch phamaceuticals because it will be the next industry to be removed from China's grip.
Hard not to disagree.........
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Evan the Koreans are at it
Speaking of going mad.....
Lesson of the Week
There is a persistent myth in investing that you never lose when you buy stocks regardless of the price because time heals all wounds. This chart below shows that that is simply not the case. Stocks can spend a long time in the wilderness delivering sub-par returns and underperforming other asset classes. Don't be lured into the idea that you are "missing out" simply because making money in the short term looks easy. Valuation matters.
The TMM Podcast
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