Ending January 16, 2026
Steve's Thoughts
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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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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.
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THE ASX
Lesson of the Week
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