Deane Mitchell

Self-funded retiree

[Deane Mitchell @deanemitch]

@Mathan_Soma Sam was a great bloke & human being.......the world could do with lots more "Sam Neill's" VALE Sam 👍

[Deane Mitchell @deanemitch]

@DomFlanaganC300 @Mathan_Soma ....indeed - the people of this planet have been de- sensitised to acceptance of the global grifters....👀

[Deane Mitchell @deanemitch]

@visitnorthyork ....that's a beautiful picture....thanks for sharing 😊👍

[Deane Mitchell @deanemitch]

@DomFlanaganC300 @Mathan_Soma ....indeed, many,many "pioneers".....as you say - beta testers 👀

[Deane Mitchell @deanemitch]

@tugce190333 40??

[Deane Mitchell @deanemitch]

@deryaa1214 415??

[Deane Mitchell @deanemitch]

@Mathan_Soma @DomFlanaganC300 ....to use a "Mathanism".....China/CATL making coal great again...😎

[CarNewsChina.com @CarNewsChina]

China's next-generation sodium-ion EV batteries are turning to domestic coal-based hard carbon anodes to overcome severe Southeast Asian coconut shell supply shortages.

👇

https://t.co/H9qAZBnMIE

[Deane Mitchell @deanemitch]

@DomFlanaganC300 @Mathan_Soma 🤣🤣🤣

[Deane Mitchell @deanemitch]

...like, wow!!! 8 year loans for cars....hope it's not going on EV's.....they'd be in negative equity in (at best) within ~2 years....with 6 years still payable....🚙 ⛽️💩🪦 👀 @Mathan_Soma @DomFlanaganC300

[First Squawk @FirstSquawk]

U.S. NEW CAR PAYMENTS HIT RECORD $772/MONTH AS AFFORDABILITY CRISIS DEEPENS

The average monthly payment for a new car has reached a record $772.

Buyers are increasingly opting for 6-, 7-, and even 8-year loans to manage rising vehicle prices.

One in five financed new-car buyers now pays more than $1,000 per month.

With higher costs for housing, insurance, food, and student loans, affordability pressures are mounting, raising concerns over consumer credit quality and future auto demand.

[First Squawk @FirstSquawk]

KEY LIQUIDITY INDICATOR FLASHES RED FOR U.S. STOCKS

The G10 Excess Liquidity Leading Indicator has turned negative for the first time since the 2021 inflation shock, signaling a potential headwind for risk assets.

Historically, the indicator has led the S&P 500 by roughly six months, raising concerns that U.S. equities could face increased downside if global liquidity continues to tighten.

[Deane Mitchell @deanemitch]

.......so that's the rating you get when you add US$1T to the Deficit every 80 to 100 days??!! Crazy....🤑💲👀 @Mathan_Soma @DomFlanaganC300

[First Squawk @FirstSquawk]

S&P Keeps US Sovereign Rating At AA+ With Stable Outlook

[Deane Mitchell @deanemitch]

@SqSehrish 79??

[Deane Mitchell @deanemitch]

@bowtiedstocks ......hope WES have a "Na" (Sodium) mine, coz their Li (Lithium) business has storm clouds ahead....search CATL & note the shift to Na based batteries......

[Deane Mitchell @deanemitch]

@Mathan_Soma .....I did see this & I immediately thought of your (accurate) prediction last week!!! Right on the "money", Mathan!!! 💲🧨⛽️🛳

[Deane Mitchell @deanemitch]

@Mathan_Soma .....and, Australia is part of Asia....👀

[Deane Mitchell @deanemitch]

@DomFlanaganC300 @Mathan_Soma @PeteWargent .......some mothers do have them!!!

[Deane Mitchell @deanemitch]

@DomFlanaganC300 .....oddly enough, beef has been marginally lower just recently.....but I thought it was due to weather & farmers were selling cattle rather than try to feed them??!!

[Deane Mitchell @deanemitch]

@DomFlanaganC300 @Mathan_Soma ...anything is possible in this day & age!!! 👀

[Deane Mitchell @deanemitch]

@DomFlanaganC300 @Mathan_Soma .....it is "breaking" in real time 🪦🧨🧨👀

[First Squawk @FirstSquawk]

Pressure on the private credit industry is building.

Investor withdrawal requests at Apollo’s flagship retail private credit fund, Apollo Debt Solutions, rose to roughly 17% of net asset value in Q2 2026, up from 11% in Q1. The fund received approximately $2.4 billion in redemption requests during the quarter but fulfilled less than 30%, constrained by its standard 5% quarterly redemption cap.

The trend extends beyond a single fund. Across nine major private credit funds tracked by the Financial Times, representing nearly $200 billion in assets, investors sought to withdraw almost $15 billion in Q2, with less than 40% of redemption requests being met.

The sector is facing increasing scrutiny over exposure to software businesses vulnerable to AI-driven disruption. At the same time, higher interest rates and stronger returns in public markets are reducing the appeal of keeping capital locked in illiquid private credit vehicles.

With redemption requests rising and liquidity limits restricting withdrawals, pressure on the private credit industry appears likely to remain elevated through 2026.

[Deane Mitchell @deanemitch]

@DomFlanaganC300 @Mathan_Soma .......memories of a giant Pyramid Building Society collapse in the late 80's/early 90's "Poof, your money has gone"!!! 💲💩👀