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Anthony Ives
@AnthonyIves
Equity markets, systematic, trend, not advice.
Melbourne, Victoria
Joined March 2009
101 Following
529 Followers
4.1K Posts
Every company’s AI workflow rn be like 😭💀
Public spending was flat in the March qtr but remains at a way higher than normal share of GDP ..using up spare capacity and contributing to slower productivity which is adding to inflation and hampering growth in living standards.
An Iran that is outside of the U.S. financial and security system is crucial for China.
"China's crude oil imports plunged to 6.36 million barrels per day in May, down from 11.39 million bpd in February, the last pre-war month — a drop of more than 44%.
China's inventories will not last forever. And chances are Beijing would not want to see them depleted like the U.S. SPR, which means later in the year Chinese buyers will start reversing the import decline. Where prices would go then remains to be seen."
Australian vs American labour productivity growth since the last quarter prior to the pandemic.
Treasurer @JEChalmers quietly gave himself god like editing rights over the $80bn CGT package after it passes Parliament.
CGT, negative gearing, whatever he feels like. Unbelievable. All subject to one bloke’s whim.
This isn’t governance. This is a banana republic power grab.
Australia deserves better than this amateur authoritarian behaviour.
Great article. Exceptional reporting @mcranston1
Iran’s president has reportedly asked to resign, citing a loss of authority inside the country’s ruling system.
According to reports, Masoud Pezeshkian told the Supreme Leader’s office that he and his government have been excluded from major decision-making, leaving him unable to fulfill his responsibilities.
The reported resignation comes amid growing signs of internal power struggles within the regime and as the U.S. continues negotiations with Tehran.
President Trump has repeatedly pointed to divisions inside Iran’s leadership, previously saying the regime is “seriously fractured.”
And people told me I was wrong about the budget going down like a lead balloon...
Chart: AFR
Wales is on track to become the first country in the world to kick out politicians for deliberately lying.
This isn't about punishing accidental mistakes.
It’s not about banning personal opinions.
It’s strictly about politicians knowingly misleading the public and actually facing real consequences for doing it.
The Welsh Government has passed new legislation to roll out rules that would allow an independent process to disqualify election candidates and parliament members found guilty of intentional deception.
That could mean forced correction notices.
Official sanctions.
Suspension.
Voter recall.
And in the most serious cases, getting removed from office entirely.
Supporters believe this is a massive step toward earning back public trust in politics.
Because at the end of the day, voters can always disagree on taxes, healthcare, schools, or climate policy.
But democracy completely falls apart if politicians are allowed to look voters in the eye, lie on purpose, and walk away with zero consequences.
The idea is simple but powerful:
— If regular people can lose their jobs for lying at work...
why should the people running the country get a free pass?
FAFO.
As a German living in Australia the fact that Australia has twice as many public sector workers than France is hilarious.
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