and_o

[that stock chick @ausstockchick]

I have spoken to few finance brokers and the feedback remains the same… investors have really left the market.

Most are saying it’s very quiet.

IMO…

This is just the start of a housing downturn which will last a long time.

#ausbiz #auspol

[Casper @casper_smc]

While everyone's distracted by the Leopold fund collapse, Japan could crash the world economy.

Here's what nobody connected this week.

The Bank of Japan held its rates. No hike.

Then it did something it almost never does. It stepped into the market and bought its own currency.

Then the part that should be front page everywhere.

The US Treasury bought Japanese yen. First time in decades.

America is now defending Japan's currency.

Why?

Because the yen is what paid for America's party.

Japan is the largest foreign holder of US treasuries. For decades, investors borrowed yen at nearly 0% and pumped it into US markets. Stocks, tech, AI. It's called the yen carry trade, and it's been quietly funding America's debt for thirty years.

Until now.

Japan already spent $74 billion trying to stop the slide this year. It failed. The yen hit its weakest level since 1986.

So this week, both governments went in together. The yen ripped 4% in two days.

Currencies aren't supposed to move like that. When they do, someone is being forced out.

The same borrowed yen that pumped the AI trade is the money now leaving it. Leopold's fund wasn't a one-off. It was the first exit in a crowded theater.

Wall Street knows. They've been piling into the carry trade harder than they have in decades. [SHOW: 'Carry Trade Returns Soar Most in Decades' 7/21]

Not because they know something you don't. Because the returns were too good to leave.

And crowded exits are how small moves turn into crashes.

In 1987, Germany raised rates against a weak dollar. Two months later, the S&P fell over 20% in one day. Black Monday.

In 2026, it's Japan.

Except this time, the US government is already in the market - buying yen with its own reserves, trying to control the exit.

Governments don't do that unless the alternative is worse.

[that stock chick @ausstockchick]

Real estate agents are reporting the housing market is the worst it’s been since the GFC…

What worries me is this is just the start…

It’s going to be a lot worse than the GFC.

Strap in!

[Dear Son. @DearS_o_n]

Real talk.

[Words of Wise | Mindset Coach @Wordofwise_]

“Think twice before you speak, because your words and influence will plant the seed of either success or failure in the mind of another.”

— Napoleon Hill

[Reads with Ravi @readswithravi]

THIS:

[Reads with Ravi @readswithravi]

“Do not try to do everything. Do one thing well.”

— Steve Jobs

[Dr Richard Hirschson @richardhirschs1]

Australia’s property market has a long way to fall in real terms, or a long time with zero growth in nominal terms.

[Dr Richard Hirschson @richardhirschs1]

⚠️Australia property market crash accelerating.

✴️Brisbane is almost no bid.
Clearance rate: 15% (vs. ~56–66% a year earlier)
• Sold at auction: 13
• Sold prior: 6
• Withdrawn: 19
• Passed in: ~51–55
• Total sales value: $13,036,000 (vs $18 million last week, also very low).

✴️Sydney, Melbourne, Perth, Adelaide very weak.

✴️Many suburbs are down 20%+.

✴️This crash will be historic, possibly rivalling the Melbourne property crash of 1891.

https://t.co/vIvpoO3kvE

[Rand Group @randgroup]

☕️ Coffee returned 127% in seven years. Beat most people's portfolios.

[Johnny Midnight ⚡️ @its_The_Dr]

All of it!

[Alok Kumar @Alokkumarzz]

A billionaire trader spent 40 years trying to delete this documentary that shows him making $100 million in a single afternoon.

Bookmark & watch today, no matter what.

[Hanzo ㊗️ @DeFi_Hanzo]

I ASKED A BILLIONAIRE HOW HE NEVER PANICS DURING CRASHES. HE SENT ME THIS

No explanation, no context, just the framework.

Price falls 5% → Hold
Price falls 15% → Buy 10%
Price falls 25% → Buy 20%
Price falls 40% → Buy 30%
Price falls 60% → Buy 40%

Price rises 5% → Hold
Price rises 20% → Hold
Price rises 25% → Sell 10%
Price rises 40% → Sell 20%
Price rises 50% → Sell 35%
Price rises 70% → Sell 40%
Price rises 100% → Sell 90%

Always keep 10% as a moonbag

Never go all in, never go all out

Took me one read to understand it.

Took me one crash to believe it.

Follow me - the people who do tend not to regret it

[Dr Richard Hirschson @richardhirschs1]

Australian interest rates will need to rise as the property market crashes.
The RBA is cornered.

[Drew Pavlou 🇦🇺🇺🇸🇺🇦🇹🇼 @DrewPavlou]

Just looking at Brisbane real estate.

This house sold for $3,450,000 AUD - roughly $2.4 million USD.

It looks nice, but I don't think it is worth $2.4 million USD.

With a 20% deposit, your monthly mortgage would be $16,812 AUD per month for 30 years.

$11,768 USD per month for 30 years.

Also, you would have to pay Stamp Duty to buy the house, which adds an extra $187,025 AUD to the purchase price (About $130,000 USD).

[Trading Composure @TradingComposur]

One impulsive trade rarely ruins a career.

The habit behind it does.

Habits become identity.

Identity shapes decisions.

Decisions shape your future.

Never underestimate a single broken rule.

[Deniz The Trader @DenizTheTrader]

Greed → Oversized trades
Ego → Wrong trades
Hope → Bad trades
Fear → No trades

[Malvin @ManOfFocus_]

Messi waited 17 years.
Ronaldo waited 13 years.
Mr. Beast waited 12 years.
Elon Musk waited 26 years.
Nelson Mandela waited 27 years.

If you're in a season of waiting, you're in good company.

Keep trusting the process. You're going to make it, bro.