@samstrades
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Full time investor, data junkie. Worked in civil/criminal law for 12 years (Clayton Utz, NSW DCJ and ODPP) #AustraliaFirst
Australia
Joined January 2010
- Tweets196K
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This will be a thread of charts, tables; I don't save charts & end up looking for them which wastes time, so all charts/similar will end up here, starting with this one
'Investors as a proportion of new listings (%) vs 5 year average' 1/x
#ausbiz #charts #economy #Australia
Sam 🇦🇺🇺🇦 retweeted
Microsoft, Alphabet, Amazon and Meta’s free cash flow fell 89% between Q4 2025 and Q2 2026.
Over the same period, their capex rose by 39%.
Sam 🇦🇺🇺🇦 retweeted
❗️Ukrainian forces from the Signum battalion continue destroying Russian logistics in the temporarily occupied territories.
Sam 🇦🇺🇺🇦 retweeted
Meta is raising up to $95bn of equity to fund AI spending, ~$35bn of common and pref now plus up to ~$60bn through an ATM.
Bondholders should like this.
$META
Sam 🇦🇺🇺🇦 retweeted
Too many in the West don't understand the *actual* root cause of this war:
Russia fundamentally believes it is their God given right to rule over Eastern Europe & its people.
It's not that complicated.
🚨 Putin plans to use Ukraine peace talks to push NATO back to its 1997 military posture
According to The Telegraph, the Kremlin wants to force NATO to scale back its military presence in Europe to levels seen before Eastern European countries joined the Alliance.
This could mean demanding the withdrawal of NATO forces from Poland, the Baltic states, and Finland.
That is why Moscow is pushing for European countries to participate in negotiations over Ukraine. Diplomatic sources cited by The Telegraph say Putin wants to turn talks about ending the war into negotiations over the entire European security architecture.
The issue may also have been discussed during Putin's three-hour meeting with Trump's special envoy, Steve Witkoff, in St. Petersburg.
However, European countries have previously rejected the Kremlin's demands to reduce NATO's military presence on its eastern flank.
'“Paralysed” housing market faces a 20% decline'
'ANZ Bank also downgraded its forecasts last week, tipping a 13.5% peak-to-trough decline across the capital cities, with Sydney, Adelaide and Brisbane expected to fall by more than 15%' #ausbiz
macrobusiness.com.au/2026/10…
Sam 🇦🇺🇺🇦 retweeted
'NAB cultivates tech talent in Vietnam, India as Australian jobs axed' 2/2 #ausbiz #NAB
theaustralian.com.au/busines…
Sam 🇦🇺🇺🇦 retweeted
'NAB cultivates tech talent in Vietnam, India as Australian jobs axed'
'The cost savings for NAB are immediate. A junior software engineer in Vietnam might cost the bank around $20,000 a year, compared to $80,000 or more to hire an equivalent Australian worker' (20% NAB workforce is already foreign based) 1/2 #ausbiz #NAB
'David Jones is minutes from midnight as directors ponder solvency'
'The department store’s primary lender, British special situations investor Hilco Global, appears supportive for now, but financial pressure is growing' #ausbiz afr.com/street-talk/david-jo…
'Inspectors monitor auctions as reserve price law kicks in'
'Victoria’s underquoting taskforce attended more than 40 auctions at the weekend, checking whether estate agents were following the government’s new laws' #ausbiz afr.com/property/residential…
Sam 🇦🇺🇺🇦 retweeted
Australia’s second-largest fresh vegetable supplier has admitted to fixing prices and is now facing millions of dollars in penalties for cartel conduct.
news24.com.au/business/finan…
Sam 🇦🇺🇺🇦 retweeted
what global market, 95% of their operations are in Australia and NZ, it's a race to the bottom if unions don't stop it; there is zero civic pride in corporate Australia, employing Australians should be mandatory, even highest immigration in the #OECD isn't sufficient for the corporate sector, they need to employ people in third world countries to reduce costs, it's insane; in the age of AI, they're going overseas for $20k a year employees
Sam 🇦🇺🇺🇦 retweeted
There has been fierce community backlash to plans for a multi-billion-dollar data centre at Tungkillo in the Adelaide Hills.
Sam 🇦🇺🇺🇦 retweeted
It's fashionable to wring your hands about US fiscal policy these days, but how is the budget ever going to get fixed if the Fed steps in to cap yields every time there's a blow-up in Treasuries? The Fed is part of the problem, as are its QE programs...
robinjbrooks.substack.com/p/…
Sam 🇦🇺🇺🇦 retweeted
Prepare for more hikes:
Sarah Hunter (RBA Chief Economist) on 60 Minutes overnight repeated themes from the RBA Minutes & Hauser interview last week:
· RBA minutes: pass through will be faster and more extensive" and "risk of inflation expectations drifting higher is elevated".
· Hauser last week: cited from the RBA liaison survey "an increasing share of businesses who are thinking that, maybe, sort of 3 per cent, 3.5 per cent [inflation] is the new normal". “Look, that is the central banker's nightmare. ”We can't allow expectations to shift away from target."
Hauser highlighted the RBA had hard choices for 'Laying shorter-term pain on top of pain' in order to avoid potentially far worse pain down the track if inflation expectations get locked in.
