Ending September 29, 2025
Video Overview
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Short Stories
- China's Trade Surplus Surges
- Trump's Visa crackdown and more Tariffs
- The AI roadshow rolls on. But more and more we are seeing some deeper analysis reveals cracks in the facade.
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The Oz Economy
Meanwhile in the land of Oz.....
We're rich!
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And more riches to come..........
We said last week that everyone is at it.
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And here comes the GST review. Watch out Western Australia!
Lesson of the Week
Bubbles go on for longer than expected. If you believe that over the next decade the United States with a current CAPE of 40, an Ai bubble, and an extremely volatile electorate, will perform well, then we would suggest staring at this chart for a bit.
The TMM Podcast
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Want to Learn?
Over the last 15 years our 3 Wells strategies have beaten the market and delivered above average returns over the long term. If you'd like to stop figuring it out yourself and want some help, let us know.
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