Rhain Williams

Investing, personal finance, economics, financial markets, geopolitics, sport, Collingwood FC.

[Rhain Williams @rhainw]

@Scutty Early Jan was post Trump Netanyahu meeting and Iran protests, and as nuclear talks progressed into late Feb then failed. The clock has been reset to late Feb

[Rhain Williams @rhainw]

@Scutty It did run up from early Jan into end of Feb pre war as geopolitical premium was starting to be added. Hasn’t fully retraced this yet, indicating remaining risk premium built in.

[Rhain Williams @rhainw]

@Scutty It’s nice to have at least a temporary break from reports of explosions and missile and drone attacks, although a break seems more likely than an end

[Rhain Williams @rhainw]

@typesfast That prospect is just too good to let pass. @FIFAWorldCup better make it happen

[Rhain Williams @rhainw]

@maxlaughton Yeh it’ll be very interesting to see the strategy employed by each team. I hope they both play to win, but I’m unsure that’ll happen

[Rhain Williams @rhainw]

@GuyAz @i24NEWS_EN Memorandum of Misunderstanding (MoM)

[Max Laughton @maxlaughton]

The Socceroos are locked into 2nd or 3rd in Group D, thanks to Paraguay's 1-0 win over Türkiye. A virtually perfect result.

Win or Draw vs Paraguay: Finish 2nd

Lose vs Paraguay: Finish 3rd (cannot be passed by Türkiye due to head-to-head)

Finishing 3rd with 3 pts & -1 or -2 goal difference is likely enough for Australia to advance as a third-placer, but it may be a nervous few days waiting.

2nd: Face Group G runner-up (Belgium, NZ, Iran, Egypt) in Dallas, 4am Saturday July 4

3rd: Likely face Group E winner (Germany or Cote d'Ivoire) in Boston, 6:30am Tuesday June 30. Possibly Group I or K winner instead

[Max Laughton @maxlaughton]

Socceroos knockout scenarios (basically, 'get a point')

3 points: Can advance as 3rd-placer but need tiebreakers (better if Paraguay def Türkiye) & other groups not providing good 3rd-placers

4 points: Almost guaranteed to advance & finish 2nd in Group D unless Türkiye gets to 6 pts

6 points: Finish 2nd

Finish 2nd: Face Group G runner-up (Belgium, NZ, Iran, Egypt) in Dallas, 4am Saturday July 4

Finish 3rd: Likely face Group E winner (Germany or Ivory Coast) in Boston, 6:30am Tuesday June 30

[Rhain Williams @rhainw]

@PaulDennett_ US are excellent. They’ve got a chance at winning the cup. Hope Aus can at least keep up with them in second half

[Rhain Williams @rhainw]

@kit_lowe 🦘

[Rhain Williams @rhainw]

@AvidCommentator Art of deflection - “when you fail, divert people’s attention elsewhere”

[Rhain Williams @rhainw]

@ianbremmer Israel is a party to the long term dispute, and it’s still yet to be seen if they are comfortable to go along with this. Trump has seemingly done a deal behind their back and hoping they go along with it (not just now, but over longer term). Unlikely, and if not, deal is dead

[Rhain Williams @rhainw]

@ArthusMalus @MaxAbrahms It’s difficult to see Iran signing a nuclear deal that’s as good as JCPOA. Israel hated JCPOA. This isn’t over

[Rhain Williams @rhainw]

@MaxAbrahms He almost needs another war to take the attention off this one

[Rhain Williams @rhainw]

@ArthusMalus @MaxAbrahms It felt like his risk tolerance was very limited in the end, and the outcomes seem commensurate with this

[Rhain Williams @rhainw]

@berthon_jones Penalty or no penalty? I don’t know the rules well enough. Def got his foot but Mbappe also seemed to play for it

[Charlie Bilello @charliebilello]

SpaceX's market cap crossed above $3 trillion today in after hours trading.

That's higher than the market cap of Amazon ($2.65 trillion) & Microsoft ($2.97 trillion).

Microsoft Sales: $318 billion
Microsoft Net Income: $125 billion

Amazon Sales: $743 billion
Amazon Net Income: $91 billion

SpaceX Sales: $19 billion
SpaceX Net Income: -$9 billion

[Charlie Bilello @charliebilello]

If SpaceX was in the S&P 500...

It would be the 6th largest US company in terms of market cap at $2.3 trillion.

But in terms of revenue, it would be 198th largest.

Investors are betting on exponential growth like we've never seen before. $SPCX

Video: https://t.co/KjldcomKim