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The Signal and Noise
Ending November 28 2025
Video Overview
TMM Facebook Community
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As someone who has been through multiple recessions, business and market cycles, I can tell you the root cause always start with finance. Private credit appears to be heading for a fall w...
Nov 28, 2025
The Signals and Noise
Ending November 21 2025
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TMM Facebook Community
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This example is why we warn against investing too much in individual companies. Droneshield causing volatility with insider selling. Watch these companies because they are small, growth ori...
Nov 21, 2025
The Signals and Noise
Ending November 14 2025
Video Overview
TMM Facebook Community
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Commodities remain the place to be for long term investors. Emerging markets are also relatively cheap.
Short Stories
Denmark lags and leads the revolution? Germany it's about cars and...
Nov 14, 2025
The Signals and Noise
Ending November 07, 2025
Video Overview
TMM Facebook Community
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Just a reminder the last time we were here, it didn't end well. This should help you stay focussed on the long term. The NASDAQ lost 82 percent erasing all the previous gains back to aroun...
Nov 07, 2025
The Signals and Noise
Ending October 31, 2025
Video Overview
Get your questions answered - TMM Facebook Community
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"This remains the most expensive market we have experienced, & we don’t see a better option than continuing to be cautious.... When the tide turns, it does so ...
Nov 01, 2025
The Signal and Noise
Ending October 24, 2025
Video Overview
TMM Facebook Community
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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 ...
Oct 24, 2025
The Signals and Noise
Ending October 17, 2025
Video Overview
TMM Facebook Community
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The main issue of concern is how the AI bubble bursts. This is not even a debate, with the only question is how it all plays out. And we already know that.
'Absolutely' a market bubble:...
Oct 18, 2025
The Signals and Noise
Ending October 10, 2025
Video Overview
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These old guys don't know anything. Don't they know about AI? I'll bet they are missing out on all the gains!
This shows just how far the S&P 500 has run ahead of earnings over the past decade. It won't last....
Oct 10, 2025
The Signals and Noise
Ending October 03, 2025
Video Overview
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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 ...
Oct 03, 2025
The Week That Was
Ending September 29, 2025
Video Overview
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.
AI Boom Or Bubble? Bain Forecasts ...
Sep 26, 2025
The Week That Was
September 19, 2025
Video Overview
The higher it goes, the more pain.
Mag 6 larger than the Chinese economy. Cool and normal.
The TMM Podcast
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This weeks topics
Nearly Lost for Words.
America teeters.
Global economies are troubling. Fran...
Sep 19, 2025
The Week That Was September 12th
Oh dear...Maybe, just maybe this time is different?
Is the Oz economy is going to take off again?
The TMM Podcast
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This weeks topics
Wot Me Worry?
Hidden Risk and Silent Evidence. Memories of 2000-2007.
Trump Tariffs Head to the SCOTU...
Sep 13, 2025
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