Tim Lamb

Long only with macro overlay...or as I like to call it making money on equities losing money on bonds.

[Tim Lamb @Lambchoppa]

@VinniesAust This policy not going to help renters though is it?

[Tim Lamb @Lambchoppa]

@ChrisEconomist @Scutty Hopefully the black market pricing has reduced inflation though 😂

[Tim Lamb @Lambchoppa]

Winnie blues $85! no wonder inflation sticky, should we be counting the “whites” price instead tho ⁦@PeteWargent⁩ ⁦@TheKouk⁩ ⁦@ShaneOliverAMP⁩

[Tim Lamb @Lambchoppa]

@PeteWargent Summer’s coming goddamn cold in Manchester

[Tim Lamb @Lambchoppa]

@7NewsMelbourne @SarahJaneBell94 $150m!

[Tim Lamb @Lambchoppa]

@OldCareyFC @VAFA_HQ Old carey supporters absolute disgrace lining opposition race and yelling abuse.

[Tim Lamb @Lambchoppa]

@rohancct RBNZ has just proved his point.

[Tim Lamb @Lambchoppa]

@PeteWargent Nor can people with lots of assets but no income, lots of super but no income, people with offshore income, irregular income, inheritance coming, cash income, CGT gains (realized or unrealised) … in the land of Australia the PAYG man is king! 👑

[Tim Lamb @Lambchoppa]

@PeteWargent @psimpsonmorgan Cars are cheap!

[Tim Lamb @Lambchoppa]

@hasumpstuffedup He is looking at the ball the whole time. Then swans player comes into vision at the end.

[Tim Lamb @Lambchoppa]

@hasumpstuffedup @RealDamoDelPizz What about tge 2 dropping the ball incl fredrick not paid

[Tim Lamb @Lambchoppa]

@Scott05653786 @Leo_Puglisi6 More flags!

[Leo Puglisi @Leo_Puglisi6]

if the AFL was truly good, this would be the current competition

[Tim Lamb @Lambchoppa]

@Kyle27663942 @mugspunting Mate he changed from right hand to left hand before the first bump…. Looks more deliberate than careless to me

[Tim Lamb @Lambchoppa]

@FirstSquawk They caused a ducks beak to go backward

[Tim Lamb @Lambchoppa]

@theretailbull @elonmusk What about me?

[Tim Lamb @Lambchoppa]

@macrokurd Rally coming

[Tim Lamb @Lambchoppa]

@ShaneOliverAMP Why not just let owner occupiers rent out rooms tax free or at least no effect on CGT free status

[Tim Lamb @Lambchoppa]

@MWMatHome @DaveTaylorNews All other things be equal though, in a 6% CPI environment you expect profits to rise by 1.5% / quarter in the absence of any other change. David is says companies 'profiteering'-all I am saying is that they are actually have a reduced profit/sales outcome adjusted for inflation