RedMacro

FT Trader mostly swing trading equities futures. Charting enthusiast. the best math you can learn is how to calculate the future cost of your current decisions.

[RedMacro @redstonemacro]

Or maybe the Sydney and Melbourne house price moved to 2019. I bought a house in manly 2008 which went up 1.5 times in that period and bought a house in Noosa in 2019 that had not moved in price in 15 years. It’s the property Dynamics which has investors participating in all the markets.

[RedMacro @redstonemacro]

All these new tax policies will do is damage productivity, discourage investment, and erode the wealth effect that underpins consumer confidence and spending. This is so typical of Labor: increase taxes and reduce investment incentives.

When Labor makes investment less attractive through higher taxes and reduced incentives, capital doesn’t magically become more productive; it will simply retreat. Less investment means fewer businesses expanding, fewer jobs being created, lower housing supply, and slower economic growth.

The knock-on effect will be significant. As asset values weaken and investors pull back, consumer confidence will most likely fall, discretionary spending will most likely contract sharply, and the broader economy will most likely slow. History has shown in the 80s and recently in New Zealand that when confidence, investment, and spending are all squeezed at the same time, especially with the tax changes Labor is proposing, recession risk rises sharply.

[RedMacro @redstonemacro]

History shows

New Zealand
The policy lasted only 3 years before being reversed, suggesting:
. Landlord pressure was significant
. Rental affordability concerns outweighed investor restrictions
. The political cost was too high for the incoming government

Comparison of Australia's similar in 1985:
Policy was reversed in 1987 after two years
. Negative gearing was abolished
. Rents surged (especially in Sydney: +40% in 18 months)
. House prices barely moved
. Similar pattern: rents up, prices stable, policy reversed

[RedMacro @redstonemacro]

@mountaingoat672 Some long-term charts for both of them. Overall $lot is a dog.

[RedMacro @redstonemacro]

$lot is officially the worst performing $uranium stock YTD and by some margin.

https://t.co/qE1Y9kZqxS

[RedMacro @redstonemacro]

I just watched what might be one of the softest interviews I’ve seen on @sunriseon7 with @JEChalmers.

https://t.co/azTU8HPxxk

We’re coming off a period where Australia recorded some of the highest inflation prints in the G20, yet the narrative has now pivoted almost entirely to blaming fuel shocks as if domestic policy settings had minimal impact.

Where were the obvious follow-ups?

If inflation was largely “imported,” why did it remain elevated relative to peers for so long? And more importantly, what accountability sits with Treasury?

Now we’re hearing about potential structural tax changes:

Winding back or removing negative gearing

Scrapping the 50% CGT discount and moving to indexation

These are not minor tweaks; they fundamentally reshape investment incentives across property and capital markets.

So the real questions should be:

– How do these changes improve housing affordability without reducing supply?

– What modelling shows the impact on rents and new development?

– If you reduce after-tax returns, who steps in to fund housing stock?

– And how does this interact with an already fragile construction sector?

Australians can handle complex answers. What they shouldn’t get is a rehearsed narrative with no challenge.

[RedMacro @redstonemacro]

$smr chart update #uranium. Big spike up in volume.

[RedMacro @redstonemacro]

$smr #uranium feels like we are getting close.

[RedMacro @redstonemacro]

$rblx AI is not killing Roblox
Roblox 2025 revenue: $4.9B (+36%)
2026 bookings forecast: $8.3 to $8.5B

Back at price levels again, and a possible swing position.

Other than technical
Bull case: Future “YouTube of gaming.”
Bear case: Overvalued game company that never monetises properly

[RedMacro @redstonemacro]

For those looking to invest in Virtual Reality spaces + gaming. Roblox $rblx chart has been breaking out, and technically, a possible trend leg 3 is starting. A lot of price discovery in 2021 is just above, so there is a risk of resistance above.

The charts look good.

[RedMacro @redstonemacro]

He is just a man. Not to be put forth as some idol. God is no respector of man or position.

Is this a typical example of taking the Lord's name in vain? His first paragraph is literally describing him.

He states. Wow, to those who twist the scripture for their own personal gain and then goes on to manipulate the Beatitudes for their own purpose.

Blessed are the peacemakers, for they shall be called sons of God. (fullstop) does not include but woe to those who manipulate religion in the very name of God for their own military, economic, or political gain, dragging that which is sacred into darkness and filth."

You who hunger and thirst for justice. (wrong) This is someone seeking revenge or war mongering.

The bible states Blessed are those who hunger and thirst for righteousness, for they shall be filled. (Nowhere in the bible does it state for justice) This guy either does not know his bible (I highly doubt it) or he is manipulating the word for his own purpose.

Feels like the audience knows he is manipulating the scriptures.

[RedMacro @redstonemacro]

@misfitpatriot_ Unfortunately, he has become some people's de facto theologian.

[RedMacro @redstonemacro]

Wonder how this happened @AlboMP @JEChalmers

[zerohedge @zerohedge]

IMF Warns Australia Set For One Of Highest Inflation Rates In Developed World https://t.co/7OBln4ymr3

[RedMacro @redstonemacro]

$pdn revisions

Production guidance increased (bullish)
New FY2026 production: 4.5 – 4.8 Mlb U₃O₈
Old guidance: 4.0 – 4.4 Mlb

Capex cut (Bullish)
Old: $26–32M
New: $15–17M

Langer Heinrich is de-risking fast
Ramp is working better than expected
Costs are under control

[RedMacro @redstonemacro]

Nice move for $rklb great momentum feel in this stock leading up to SpaceX.

[RedMacro @redstonemacro]

$rklb

[RedMacro @redstonemacro]

$rklb

[RedMacro @redstonemacro]

$smr #uranium feels like we are getting close.

[RedMacro @redstonemacro]

$slx at a level that may look to hold the low.

[RedMacro @redstonemacro]

Short looking good for $slx today ⬇️⬇️ 1st $7.80 2nd $5.50 #uranium #nuclear #ASX200