HowMuch

Interested in global macro & TA.

[HowMuch @2mizzos]

@AvidCommentator Can’t see it coming off too much. Look at replacement cost of housing. It’s not like building materials are getting cheaper.

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@AvidCommentator Did the maths, current 2013 petrol vehicle $118 per week operating costs (that I service myself) Vs new EV with warranty and everything included in lease $185 per week. So this is happening.

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@bowtiedstocks Lol, people panic sell, supply increases, prices go down, negative wealth effect, people stop spending, rates come down, prices go up, people buy again. Better to stay invested.

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@JEChalmers Worst budget ever. Just spend less and you won’t need to raise revenue. Pathetic.

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@cjoye Australia already has a case of tall poppy syndrome, in the US success is celebrated which is half the reason the world’s best companies started there.

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@bowtiedstocks Aussies love paying twice the multiple for burritos as opposed to Nvidia stock in an AI infrastructure boom.

[HowMuch @2mizzos]

@FranMooMoo Wow…are you serious? Socialism wrapped up as Play School. Zebra had exactly the same opportunities as Giraffe but perhaps didn’t act on them. Well now Zebra will never have the chance. Can’t see how this benefits Zebra.

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@ausstockchick What fascinates me is that you found someone who supports this budget lol. I haven’t found anyone yet!

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@Sauronlordking On top of that the CGT discount is inflation % which the government measures and we all know is a bullshit figure. It’s a mean, trimmed, average, core, upside down number. They should, at a minimum, inflation link tax brackets for wages.

[HowMuch @2mizzos]

@matt_barrie Maybe I don’t follow a balanced mix of people on X or my YouTube feed is biased but I genuinely haven’t seen anyone who is happy with this budget. Seems like every generation got screwed over. It’s actually so bad. Maybe the govt should just spend less.

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@bowtiedstocks -ASX

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@options_insight Pretty crazy, this is still in my “Beaten up stocks” watchlist. Probably time to remove it 😭

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@DaveTaylorNews Trump exit liquidity u reckon? 🤷‍♂️

[HowMuch @2mizzos]

@AvidCommentator Eerily reminiscent of Scott Morrison when Covid started and he mentioned it could be a year or more before things went back to normal. When I saw on X that Keir Starmer gave similar address and Trump was scheduled to give one, I knew something was up.

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@desertman388 “Can’t afford” petrol but will take out a loan for an EV, pay to install a charger at home & take a fresh round of depreciation on a new car…makes sense🤪

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@GreenTyler27 IMO it’s term premium returning to normal levels. That, and the bond market pricing in the increase in money supply that’s coming….

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@matt_barrie Wow that’s nuts!

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@menscoach1 This is so true…

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@TwinTurboCe1ica They are so full of sh*t it’s not funny. Fuel caps, odds & even fills, work from home directives & empty supermarket shelves will come next. We started counting down the 34 days of supply a few days ago.

[HowMuch @2mizzos]

@bowtiedstocks Raising rates into cost-push inflation is madness. They do that and they’ll be cutting rates shortly after to support the economy when it grinds to a halt. Gov needs to stop spending & importing demand instead.