Valuation, Budget, Macro and Markets

Market Peaks, SMA Moves

Signal Vs Noise, SMA’s, IOD, KYP

But the market’s at an all time high

US V Other, SMAs, Foundation, EFG Inview

Intl Rates, Whyalla, BSL, BHP, ORG, ASK, Hybrids

Trade Ware, Int rates, IOD, Moz Pod

AI, PDN, KYP, STO, WDS, FMG, 3DA

Outlook for 2025, SMA’s

Hybrids, Office, ABG

Vic eco, Banks

IOD, CG1, Super, Pod

COP29, ASK, CBA

RBA, WBC, MQG, NAB, AMC, EFG

US election, rates, COF, PDN

NEM, CG1, 3DA, S&P Research Monitor

Compare the pair, no really.

China, APA, RIO/LTM, KYP

Copper, Nuclear

CG1