Dr Räiner Perlitz

Investment Banker. GS. M&A. Harvard. Architect. Design Enthusiast. Avid Reader. Polyglot. Sushi Aficionado. Single Malt Man. Coffee Addict.

[Dr Räiner Perlitz @RainerPerlitz]

If people spend half as much time studying their own behavioral patterns as they do studying the markets, the benefit to the bottom line would be much greater than any course, video or technical book. Understand yourself and your tendencies to make thoughtful investment decisions

[The Macro Paper @macropaperr]

BREAKING: Saudi Arabia has restarted its East-West oil pipeline, which bypasses the Strait of Hormuz.

Oil has dropped below $90 on this news.

[Scott Phillips @TMFScottP]

@JamesII4824 Yeah, me too.

But the advent of the shopping centre/mall was the beginning of the end.

Thereafter, it was only a matter of time, IMO.

[James the 2nd @JamesII4824]

@TMFScottP Call me a sentimentalist but I find the demise of Myer and DJ a little sad.

[Scott Phillips @TMFScottP]

@RheinbergerJohn Agreed, but it's also no longer a premium experience, IMO.

[Scott Phillips @TMFScottP]

... and if Solomon Lew doesn't make an opportunistic bid for the whole thing, I'd be staggered.

[Scott Phillips @TMFScottP]

Myer goes from bad to worse, surprising no-one.

Underlying net profit down 32%.

Its time as a broad department store chain is surely coming to a close.

Its best bet? If they asked me, I'd say three CBD stores (Syd, Mel, Bris) and online only.

The others will just bleed cash.

[🍪 🧒 ®© @solo_dio_]

gets a loan with no deposit through 2nd/3rd tier lender at best

no doubt at higher %%... absolutely nuts

mortgage slave for life 🪨🪨🪨🔨🔨🔨

[ABC News @ABC]

Dozens of lawsuits have been filed against the companies behind popular GLP-1 drugs Ozempic, Wegovy and Zepbound, claiming the drugs led to a rare type of vision loss.

ABC News' Elizabeth Schulze reports. https://t.co/dOn8F5HFjQ

[Scott Phillips @TMFScottP]

Seriously?

Is there nothing our pollies don't want to use our Super for?

(Yet another) reminder:

If you let people use Super for housing, it'll just push prices up... not help affordability. This is not hard.

(It's in the words: 'increase the size of a loan'!)

[Brian Allen @allenanalysis]

TRUMP ON MAMDANI: “I certainly hope he will be a great mayor.”

Asked why he has softened toward the New York City mayor after months of criticism, Trump said he wants what is best for the city.

“If I had a choice of having him be a bad mayor or a horrible mayor, I don’t want that. I want him to be a great mayor. And he certainly has great potential.”

Mamdani, meanwhile, said he used their meeting to press Trump on protecting immigrant New Yorkers, including TPS, and said immigrants are essential to both the city’s social fabric and economy. The two have continued meeting despite major disagreements over immigration policy.

[Acyn @Acyn]

Q: What is your response to President Trump banning outlets from the White House grounds, did you challenge him about this?

Mamdani: I told the president we would have all the members of the press here on the lawn and that is something that I believe in…

[The Hormuz Letter @HormuzLetter]

BREAKING: The Trump administration announces state-run media, similar to Russia and North Korea, launching "Trump TV," its own 24/7 streaming channel of the administration's remarks and events, going live tonight at 7 PM and claiming "just the news that matters most - straight from the Trump Administration."

This is the first time in US history an American president has launched a formal state-media channel in his own name.

It comes 3 days after the White House banned CNN, MS NOW and Politico, and hours after the five-network TV pool stopped covering Trump's events in response, leaving a White House event today with video but no sound. The White House is now broadcasting the president itself.

[Ed Krassenstein @EdKrassen]

BREAKING: The White House is set to launch "TRUMP TV" at 7:00 PM ET.

It will be official state-run media.

[The Hormuz Letter @HormuzLetter]

BREAKING: ABC, CBS, CNN, NBC and Fox News, all five networks of the White House TV pool, have just suspended all coverage of Trump's public events effective immediately over the White House ban on CNN, MS NOW and Politico, with no replacement pool, saying "no administration should restrict a news organization because it objects to its reporting."

The White House left the primary TV pool slot empty for today, the day CNN was due to lead it for Trump's trip to the UN General Assembly in New York, after CNN's White House reporter had her pass confiscated on Saturday.

Trump begins UN week, two days after cutting short Camp David over a possible escalation with Iran, with no shared network feed of his public events.

[Sky News @SkyNews]

BREAKING: US broadcasters NBC, ABC, CBS, CNN and Fox have said they will not provide pool coverage of Donald Trump's events today.

It comes after the president banned three major news outlets from the White House for "reporting fake news".

Read more: https://t.co/0tDjVM8zEd

[Bloomberg @business]

The Qatar Investment Authority is targeting a $20 billion partnership with JPMorgan Chase & Co. months after a similar agreement with Goldman Sachs Group Inc https://t.co/ie2tqeKX9u

[Ryan Dally @Ryandally08]

Ladies and gentlemen, I present to you the journalist who bowled Anthony Albanese middle stump, with the best question he has ever been asked.

The lady who finally asked Albo “if he felt like a fraud”

Please welcome @latikambourke

With a question like that, you’ve got a huge career in front of you.

Keep it up.

[Bloomberg @business]

JPMorgan’s Jamie Dimon is headed to India this week, a visit that comes as the Wall Street giant ramps up its push into a country where it expects a further boom in deals https://t.co/jyExh0Jmli

[CNN Communications @CNNPR]

Joint statement from CNN, MS NOW and POLITICO:

[Aamir Gujjar @GaziAmirGujar]

مریم نواز کہتی تھی کہ عمران خان کی ناجائز بیٹی ہـے پھر اُس کا اپنا ناجائز بھائی نکل آیا،
مفتی کفایت اللہ کہتا تھا کہ عمران خان زانی ہـے پھر اُس کی اپنی فحش ویڈیو آئی،
خواجہ آصف کہتا تھا کہ عمران خان نے قوم کے جوانوں کی تربیت بگاڑ دی پھر اُس کی اپنی بیٹی کی آدھی ننگی ڈانس کرتی ویڈیو سب نے دیکھی۔
نجم سیٹھی کہتا تھا عمران خان مغرب زدہ ہے اور مشرقی روایات بھول گیا مگر اُس کے اپنے بیٹے نے کسی لڑکے سے شادی کرلی۔
پرویز رشید کہتا تھا کہ عمران خان کا اخلاق ٹھیک نہیں پھر اُس کی اپنی ننگی ویڈیو کال وائرل ہوئی۔
اور جب خان کو گولیاں لگیں تو حافظ حمداللہ طنزیہ کہتا تھا کہ خان کو بندوق کی نہیں پیناڈول کی گولیاں لگی ہیں اور پھر خود دہشت گردی کا شکار ہو گئے۔
یہ لوگ شاید یہ بھول گئے تھے کہ خان ایک درویش صفت اور ملنگ خو انسان ہے، خان صاحب خود تو ان تمام الزامات پر خاموش رہـے اور اللہ کی عدالت میں اپنا کیس چھوڑتے گئے اور پھر سب نے دیکھا کہ قُدرت نے کیسے اِن لوگوں سے خان کا بدلہ لیا۔۔۔۔
بـے شک اَللّٰهُ الحق ہـے۔