The Signals and Noise
Ending October 03, 2025
Video Overview
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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.
Property Shortage?


Superannuation Warning (7 minute video worth watching)
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.
The TMM Podcast
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