Tom Richardson. @tommyr345
Business journalist, writer, markets commentator @financialreview Sydney, New South Wales Joined April 2013-
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We had yoga pants trading on 60x PE just months ago, now Forbes asking why has it plunged 34pc in 2024 $LULU forbes.com/sites/greatspe…
Dan Worrall removed Fletcha Middleton with this ABSOLUTE SEED as Surrey beat Hampshire in a thriller at The Kia Oval in 2023! 🙌 🤎 | #SurreyCricket
As a journalist, cannot see any reason to watch the bone-saw golf in Adelaide theguardian.com/sport/2024/apr…
Interesting Kogan story by @tommyr345 and @CarrieLafrenz ... afr.com/markets/equity… $KGN
Big moves in rates this morning (bear steepener suggests rate hikes not over) Aussie 1-year bond +13bps to 4.36pc, now back above cash rate 4.35pc - BUT 10-year rising faster +19bps to 4.6pc afr.com/markets/equity…
Super Retail Group - $SUL has disclosed two employees are threatening damages claims totalling up to $80m over alleged behaviour of CEO and undisclosed relationship with former head of HR! announcements.asx.com.au/asxpdf/2024042…
Wilsons is bullish $RMD on earnings: stock +9pc AH on the Street "ResMed’s 3Q24 result beat revenue by 2% and EPS by 13%. The company’s competitive position in sleep markets look insuperable now,"
Big day ahead on market: Aussie bond yields are climbing - 10-year +15bps to 4.55pc, 1-year + 7bps 4.31pc on hotter-than-expected CPI, interest rate futures markets all but ruled out 2024 rate cuts, $RMD beats on earnings afr.com/markets/equity…
IIRC sometimes aristocrats in UK would have big all nighter summer parties once a year at estates where there would be drugs flying around, & people would end up at the outdoor pool when sun rose but I wouldn't exactly call it an orgy, think these things can get exaggerated
IIRC sometimes aristocrats in UK would have big all nighter summer parties once a year at estates where there would be drugs flying around, & people would end up at the outdoor pool when sun rose but I wouldn't exactly call it an orgy, think these things can get exaggerated
Chances of Europe getting its act together?
Chances of Europe getting its act together?
More evidence VAR's a waste of time, - like the South Sea stock bubble described by one promoter as "for carrying on an undertaking of great advantage, but no one knows what it is"
More evidence VAR's a waste of time, - like the South Sea stock bubble described by one promoter as "for carrying on an undertaking of great advantage, but no one knows what it is"
IMO, Alexander Arnold must be in England team for Euros, just seen his performance / goal v Fulham. Q. why did England lose WC QF to France? A. B/c of quality on cross Griezmann sent in for Giroud headed goal, that type of quality AA possesses is difference at top Level
Chinese demand for #gold - "In the last two years, overseas purchases totalled over 2,800 tons – more than all of the metal that backs exchange-traded funds (ETFs) around the world, or about a third of the stockpiles held by the US Federal Reserve" scmp.com/business/china…
South32 says Groote Island mine out of action until Q3 2025 after Cyclone Megan #S32. Citi said $C "S32 has indicated that it does not expect Aus manganese to restart exports through its wharf infrastructure until Q3 FY25. S32 does have business interruption insurance but too…
Basic views on $WOW $COL high long-term ROEs shows they've strong competitive position / barriers to entry as occupy all best physical sites, not gouging shoppers as inflation caused price rises when we funded lockdowns, etc, studies show hard to sustain ROE ~30pc without profit…
So spoke to an accounting professor on all this AASB 16 means leases recorded on both sides balance sheet for $WOW $COL on asset side leases are accounted for as though the supermarkets borrowed money to buy the stores, so the future lease commitments also capitalised as asset
So spoke to an accounting professor on all this AASB 16 means leases recorded on both sides balance sheet for $WOW $COL on asset side leases are accounted for as though the supermarkets borrowed money to buy the stores, so the future lease commitments also capitalised as asset
Tech, property stocks getting carted out now, the rising bond yields are spooking investors, $XJO - 1.7pc to 7509 points, so we've given back most of 2024's gains, btw before Powell's Dec 13 pivot we closed at 7257 afr.com/markets/equity…
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857 Followers 1K Following Love My Girls Tanja, Mia, Alanah & Eva #MAE3 - MelbourneVictory - OnePassion - OneFamily - You can be 1 of 1000 or be 1 of 1, I choose the latter #Rhodium Rh
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Stan @StanH2443
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61 Followers 926 Following
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102 Followers 263 Following Investment professional and ETF analyst with a passion for entrepreneurship, investments and helping people become more financially literate
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Sahil Kaura @sahil_21m
410 Followers 590 Following Co-founder @apollosats | Building on Lightning ⚡️⚡️| #Bitcoin | #nostr: npub1j3dxwkzz2grp0t4we8jnd2ryn0j9ceue7lm75jkamwq57jnzc7msytmgeqIt was an honour to meet @ZelenskyyUa this week to reaffirm our support for Ukraine. A reminder of some important moments this week… 👇
Amazing group of supporters today in Witley and Milford in support of our by-election candidate Gary Hudson and PCC Lisa Townsend.
The Yen is crashing. Just blew through 157 against the Dollar. Why? In part because US yields have been climbing due to reaccelerating inflation. The Fed embarked on the fastest hiking cycle in history and it hasn’t worked. They are now desperate to somehow justify cutting…
T’was a good Anzac Day. Grateful for those that served before us for the freedom of this beautiful country 🇦🇺 🐑 🎺
Best way to improve your investing? Been saying in-house @themotleyfool for years: "Lead a more interesting life." Curiosity x Experience = So Profitable.
My daughter loves Copenhagen; here at the Design Museum!
@MacroEdgeRes @MacroEdgeVision x.com/scorpio_alejan…
Record Short positioning ever on Japanese Yen. A repeat of 2008 #fx carry trades unwinding is closer and closer. $JPY Global margin calls 👀 @TOzgokmen @leadlagreport
Main reason why rates will get cut regardless of where inflation will stand. Prove me wrong.
USD/JPY… 158.33 🇺🇸🇯🇵 Yen is trading like a meme coin…
The issue for the Euro zone and especially the periphery is high debt levels. If US long-term rates rise, which is happening, that will drag up long-term yields in Europe, especially among high debt countries like Italy. Only debt reduction fixes that… on.ft.com/3xRn1ir
A Sydney home buyer now needs to earn more than $340,000 to purchase the median priced home with a 20% deposit, an increase of $60,000 from March 2023. PROPADEE!
TIKTOK OWNER BYTEDANCE TO PREFER SHUTTING DOWN OF LOSS-MAKING APP RATHER THAN A SALE IF EXHAUSTS ALL LEGAL OPTIONS, SOURCES SAY || ALGORITHMS TIKTOK RELIES ON DEEMED CORE TO BYTEDANCE OVERALL OPERATIONS, MAKING SALE OF APP UNLIKELY, SOURCES SAY - RTRS
We will remember them. #AllBlacks
@suemitchellafr writes about the fragility of social licence and why its importance to keep it intact @FinancialReview $COL $WOW afr.com/companies/reta…
The online retailer disclosed earlier this month that key executives would be able to sell options back to the company without having to exchange them for shares. afr.com/markets/equity…
A rare vehicle has been spotted navigating the streets of Sydney this morning...👀 #teslacybertruck MORE: 2gb.com/exclusive-tesl…
Anthony Albanese’s ongoing dispute with Elon Musk has taken a new turn... this time over memes of him! 😬 MORE: brnw.ch/21wJbRc
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