Investment Strategist, former advisor, helping people get ahead & think differently. Seen ABC, SBS, Fox News, SMH, AFR. MS Warrior. šŸ“Only account

Sydney šŸ‡¦šŸ‡ŗ
Joined May 2011
Australia’s property market is under pressure, and CBA shares have fallen 23% from their highs. I’ve been buying shares in Australia’s biggest bank (DYOR). Brilliant opportunity or spectacular mistake? šŸ’€ I analysed 20 years of CBA crashes and recoveries. Here’s what history tells us. šŸ‘‡ #HousingCrisis #Sydney #Australia #Stocks #Property
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My analysis of CBA’s major historical sell-offs: šŸ“ˆ +70% average rebound from crash lows to previous highs. ā³ 21 months average recovery time. But after a roughly 17% pullback in early 2025, CBA hit new highs by June. šŸš€ +150% average rally from crash lows to subsequent record highs. šŸ’° Now? CBA at $148 versus its previous $192 high = approximately 30% potential upside, excluding dividends. But a cheapER share price doesn’t necessarily mean a cheap stock as we all know. Are deteriorating housing conditions and bank earnings already priced in, or is CBA a value trap? *Historical averages are approximate, based on selected downturns. Not financial advice. DYOR
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Here’s an idea when it comes to buying a high-flying stock like Micron. šŸ‘‚šŸ½šŸŽ§ $MU smashed earnings and guidance? yet it’s down ~1% premarket. After its previous two earnings releases, the shares suffered significant pullbacks. Will history repeat? #trading #micron #investing
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ā­ļø Micron delivered another huge earnings beat and strong outlook. More than 75% of its memory chip output is already committed for 2027, AND the majority of customer discussions are now about 2028 commitments. Wowweee. So the good times can keep on rollin’. šŸæšŸŽÆ Right? But ā€¼ļø Micron shares are down around 1% premarket. Could history repeat itself? After each of Micron’s previous two earnings releases, its shares suffered significant pullbacks. šŸ“‰ After its March earnings, Micron fell around 30% from peak to trough. šŸ“‰ After its June earnings, the shares subsequently fell around 37%. šŸš€ But for savvy investors, those falls created incredible entry points. After falling to around $311 following its March earnings, Micron subsequently rallied more than 300% to around $1,255. That’s the opportunity I’m talking about in this video: not chasing a high-flying stock, but watching for the pullback and potentially buying it at a much better price. Let’s see what happens this time. šŸ‘€ General information only. Not financial advice.
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Unpopular opinion I’ve bought & sold: Nvidia 27x since May 2024 Micron 5x since Jan 2026 Newmont 10x since 2023 BHP 2x since 2023 I believe in long-term investing. But not always buy & hold. Think like an investment manager: Buy. Hold. Add. Trim. Take profits. Repeat.
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Learning from my mistakes has been one of my best investing lessons. šŸ¤¦šŸ¼ā€ā™€ļøšŸ“ˆ
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Starlink is incredible. I got to call my brother and wish him Happy birthday šŸŽˆ from this Emirates flight. His five year old answered the call, ā€œhi Aunty Jess. Dads on the toiletā€ I said ā€œtell him I am calling from the aeroplane to say happy birthdayā€ Life is good ā™„ļøā­ļø
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Out of this world
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My rent jumped $100 to $800 a week after Anthony Albanese’s CGT changes. Here’s what $800 a week gets you for a one bedroom apartment in Manly. I’ve since moved out. I miss being directly opposite the beach. But I definitely don’t miss the mould.
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My rent went up $100 a week to $800 after Albo’s CGT changes. $800/week gets you: 1 bed. 1 bath. No balcony. Mould issues. The Albanese Government said its housing policies would improve affordability. So why are Australians paying more and getting less?
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I told the Real Estate Agent and they just said that I need to be vigilant, get a dehumidifier and a fan. So I did. They said this is an issue with the northern beaches. But the more people I speak to, I realise this could be a Sydney issue?
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Nothing is forever My school friend died at the age of 40 My Family Friend died at the age of 45 A former house mate died at the age of 35 And my stepmom died at 49 Focus on today. And now ā™„ļø
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Lucky Country? My rent went up $100 a week, more than Albanese said. My power bill tripled. OECD: ā€œAustralia is becoming poorer.ā€ The Productivity Commission: ā€œAustralia’s living standards have gone backwards & the trend will continue unless we lift productivity, encourage investment.ā€
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What if you didn’t trust all of your thoughts? And slowed down. And reflected. I can guarantee that if you did this with: Your investments. Your opinions of others. Your most important relationships. Life would be easier. And you would be a lot richer in every sense.
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After taking time out of the workforce, everything is much simpler, when you turn down the noise
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Worth a listen Markets only priced in 1 week of disruptions from the war….
This quoted post is unavailable.
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Why this new war could really be over Iran’s oilā€¦šŸ‡®šŸ‡·šŸ›¢ļø This is a photo of my dad in Tehran, 1950. He was born into freedom—a democracy—at a time when Mohammad Reza Shah Pahlavi was the King. Iran was a Western-aligned, socially open, and fashion-forward country. My grandma described Tehran as the ā€œParis of the Middle East,ā€ filled with music and joy. So what went wrong? By the time my dad was three, in 1953, a coup overthrew Iran's democracy. Orchestrated by Western intelligence (CIA and MI6) to secure oil, it led to 50% of Iran’s oil being signed over to a Western Consortium—the giants we know today asĀ BP, ExxonMobil, Chevron, Shell, and TotalEnergies. In 1958, when my dad was eight, there was already a heavy presence of US military ā€œadvisersā€ in Iran. Many Iranians were deeply disappointed that their leader was forced to ā€œsell outā€ national assets to the West. This resentment and anger over lost sovereignty was the birth of the 1979 Revolution.Ā The IRGC took over, seizing that same infrastructure and making those oil deals null and void. They replaced freedom with a dictatorship that has oppressed its people for decades. Fast forward to 2026. In the Iranian community at large, there is hope that the IRGC leadership will be brought to its knees. Following the strike that killed the IRGC leader yesterday, President Trump has stated that Iranians can now ā€œseize controlā€ of their destiny and ā€œtake backā€ their country. But there are hard days ahead. The IRGC blocks theĀ Strait of HormuzĀ today. How long will this go on for? Another question is: will the US, the UK, the French, and the Dutch look to gain Iranian oil assets again, just like they did in 1953? Above all, I am praying for the people of my father's homeland. I hope peace and democracy can return. Let's hope for no more bloodshed. Anywhere. Long live Iran. šŸ•Šļø #OOTT #Iran #oil
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Jessica Amir retweeted
DO NOT underestimate the wrath of the U.S. military.
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The @SecRubio @StateDept urges Americans to DEPART NOW from the countries below using available commercial transportation, due to serious safety risks. Americans who need State Department assistance arranging to depart via commercial means, CALL US 24/7 at +1-202-501-4444 (from abroad) and +1-888-407-4747 (from the U.S. and Canada). ENROLL in step.state.gov to get the latest security updates from the nearest U.S. embassy or consulate.
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