Mathan Soma

You don't need an AI to realize the bubble is long home and short customers. As with any technology change, it takes time for business/use models to evolve but bubbles form fast. Extreme cross holding in AI bubble is becoming common knowledge. We live in interesting times! 🤔

Video: U.S. could receive $1-trillion of Canadian investment in new trade deal, Carney says Prime Minister Mark Carney told Mr. Trump that Canada would make an estimated $1-trillion worth of investments in the United States in the next five years, if Canada gets the 'deal we expect to get' f...

We have reached $1trill investment trade deal plan that will never happen. Canada is not going to invest 45% of their GDP into US. Like every tech, pharma and country that has promised and never delivered, sure we will. We live in interesting times! 🤔
www.theglobeandmail.com/canada/video...

Are we there yet? Spot #Gold hits A$6100 🤔

Are we there yet? Spot #gold hits US$4000! 🤔

RBNZ Delivers Big Rate Cut in Bid to Revive Struggling Economy New Zealand’s central bank cut interest rates by 50 basis points and said it is open to further reductions to stimulate demand as the economy struggles to grow. The local dollar fell.

RBNZ moves to jumbo cut on economic weakness! 🤔
www.bloomberg.com/news/article...

elon musk says " did you think i was also " during a snl show ALT: elon musk says " did you think i was also " during a snl show

Nobel Prize in Physics has been awarded to Musk for spending $44b to prove that he has less personality that Zuck. Trump wanted it for splitting atoms in Iran but no one saw it. We live in interesting times! 🤔

Who made this? too much! US hasn't realized it's a third world country! 🤔

Sunset Strip - Australian Trading Day Market Report

Fake it till you make it only works if you make it

deepdataanalytics.com.au/sunset-strip/

#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy

White House trying to cap overseas students in the universities. Remember some of Aussie major unis have 50%. It became that as government took away their funding over decades. It may be different this time! 🤔
www.business-standard.com/immigration/...

Live Updates: Trump Threatens to Use Emergency Powers to Bypass Courts and Deploy Troops

US social unrest caused by National Guard movements are to distract from economic woes, debt blowout and to keep Epstein files locked. It buys time but the problems are only going to get worse! 🤔
www.nytimes.com/live/2025/10...

Trilogy Metals Announces Strategic Investment by US Federal Government Trilogy Metals Inc. (NYSE American: TMQ) (TSX: TMQ) ("Trilogy Metals", "Trilogy" or "the Company") is pleased to announce that the Company, South32 Limited (ASX, LSE, JSE: S32; ADR: SOUHY) ("South32")...

US government adds 10% investment into Trilogy Metals $TMQ to the rising portfolio of market interventions. Are they taking 10% of Boeing, Farms etc? Or just in vested interest projects? We live in interesting times! 🤔
finance.yahoo.com/news/trilogy...

US government shutdown is likely to go longer than expected to stop the release of the Epstein files. We live in interesting times! 🤔

#Gold hits another all time high. It's less than 1% away from US$4000. It's calling out fiscal and monetary policy failures! 🤔

OpenAI targets 10% AMD stake via multibillion-dollar chip deal Latest circular transaction aims to make ChatGPT maker central to the effort to build a huge AI infrastructure

Is it me of the whole AI companies and chip makers are just raising capital and investing in each other to keep the dream alive? If this was such a massive growth story, why do any of them need capital from the rest of the industry and not just purely raise in the market?🤔
www.ft.com/content/bfaf...

The rumours are that US is about to invest in critical mineral companies. I don't see the need outside #rareearths. The rest of the commodities are plentiful and the the demand cycle is weak. Apart from pumping stock price for vested interest groups, it does nothing! 🤔

Gold is calling BS on fiscal and monetary policy around the world. Everyone says it's the tech driving US. Why is the equity markets in Germany and Japan ripping when punters on twitter think they are collapsing? Sometimes the obvious answer may be true. It may be nothing! 🤔

Sunset Strip - Australian Trading Day Market Report

Even AI would not invest in AI when gold hits all time high in multiple currencies

deepdataanalytics.com.au/sunset-strip/

#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy

Japanese 30 year bond yield hits the highest level in three decades. It may be different this time! 🤔

Spot #gold moves above US$3900 and A$5900 to hit new all time high in multiple currencies. It may not be different this time! 🤔

US market trading at post pandemic peak multiple when rates were nothing and stimulus was free flowing. It may be different this time! 🤔

Sunset Strip - Australian Trading Day Market Report

US economy is ticking and the distraction strategies are making it worse

deepdataanalytics.com.au/sunset-strip/

#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy

Treasury Secretary Bessent says U.S. GDP could take a hit from the government shutdown The Cabinet official spoke on the second day of the government closure.

Run the economy into a debt mess. Badly manage the budget into government shutdown when you control all layers of government. Fed starts to cut rates due to the mess. Now blame government shutdown for economic weakness. How good is reverse logic! 🤔
www.cnbc.com/2025/10/02/b...

US does not have to worry about China or Russia! 🤔

Asia Ex Japan Tech ETF...basically Chinese tech...has outperformed NASDAQ since the 2022 low. We live in interesting times! 🤔

Taiwan rejects U.S. proposal of '50-50' chip production, says trade talks focused on tariffs Vice Premier Cheng Li-chiun said the arrangement was "not discussed," as she returned from trade talks in the U.S., according to Taiwan's Central News Agency.

Taiwan knows that they have no protection if they give up chip production. It may be different this time! 🤔
www.cnbc.com/2025/10/02/t...

Who made this? Too much! 😎

The Australian trade bubble we had from 2017 to 2025 was historical. China bailed us out of every policy mistake we made for decades. We needed to do real reform in this period of excess. After wasting the cycle, now we are like loan sharks delivering 5% deposit trap for FHB!🤔

Global passive flow is pumping banks today. Banks are doing so well that they are ramping up firing people to keep the no growth outlook. We live in interesting times! 🤔

Exclusive: China, Malaysia in talks for rare earths refinery project, sources say China and Malaysia are in early talks for a project to process rare earths, with sovereign wealth fund Khazanah Nasional likely to partner with a Chinese state-owned firm to build a refinery in the Southeast Asian nation, people familiar with the matter said.

China expanding their grip on #rareearths while $LYC remains the main play in the supply shock. It may be different this time! 🤔
www.reuters.com/world/china/...

South Korea inflation MoM rises more than expected and the highest level in eight months. It may be different this time! 🤔