Inflation

[over9k]

It's at the second stage of "hype".
It will revert back to building and into monetisation as companies work out how to profit.

Not sure of the time-scale. Things seem to be moving rapidly on the building front

Mmm I'm wondering if I can get on the train & bail in a few days (weeks?) or if I'm too late.

 

[waterbottle]

Or the whole thing's just... completely overblown.

How so?

 

[over9k]

How so?

Well, is it an "A.I bubble"? Markets losing their mind chasing "the next big thing"?

Take a look at most electric car manufacturers since their peak(s). Even tesla is down 50% from its all time highs. It was down ~75% at the start of the year.

At the time, the craze/mania that nobody would shut up about was electric cars. Now it's A.I. Hell, nikola motor even ended up being shown to be a giant fraud and is all but dissolved.

My point is just that I feel like this is far more mania than actual fundamentals driven. Doesn't mean it won't pump markets for a bit/isn't something you can ride, but actual fundamentals/legs?

It has all the hallmarks of mania/growth phase:




Shakeout shortly follows.

 

[waterbottle]

Well, is it an "A.I bubble"? Markets losing their mind chasing "the next big thing"?

Take a look at most electric car manufacturers since their peak(s). Even tesla is down 50% from its all time highs. It was down ~75% at the start of the year.

At the time, the craze/mania that nobody would shut up about was electric cars. Now it's A.I. Hell, nikola motor even ended up being shown to be a giant fraud and is all but dissolved.

My point is just that I feel like this is far more mania than actual fundamentals driven. Doesn't mean it won't pump markets for a bit/isn't something you can ride, but actual fundamentals/legs?

It has all the hallmarks of mania/growth phase:

View attachment 157394


Shakeout shortly follows.

NVDA puts and SOXS calls

 

[moXJO]

Mmm I'm wondering if I can get on the train & bail in a few days (weeks?) or if I'm too late.

Majority moved and looked overblown a few months back. Big money is the private equity on startups.
I think there will be another jump. But we need to see the reality check dump. Then the results of the current build out stage.
It's hard to work out which areas that ai is used in will get the best yields.

 

[over9k]

And now everything's up on the debt deal.

 

[sptrawler]

The Govt has a plan. ?

https://www.theaustralian.com.au/subscribe/news/1/?sourceCode=TAWEB_WRE170_a&dest=https%3A%2F%2Fwww.theaustralian.com.au%2Fnation%2Fpolitics%2Fwarning-on-reserve-bank-power-over-interest-rates%2Fnews-story%2F2945625f052fe3ae4091c8b65a6d4c26&memtype=anonymous&mode=premium&v21=dynamic-low-control-score&V21spcbehaviour=append

Warning on RBA power over interest rates​

The Reserve Bank risks ‘losing control of the cash rate’ under the ‘radical’ proposal to give external experts more votes on monetary policy than central bank officials.

 

[sptrawler]

Things must be tightening up, Im at the shopping centre and the toe nail joint is empty, not one customer, Ive never seen that before. It shows people are doing it tough. Lol

 

[mullokintyre]

In our small town we have had two shops close, and two new ones replacing them.
A beauty salon is gone to be replaced by a barber (we now have three barbers catering for men, and two hairdressers catering for women).
The other one was a crafty knick knacks useless crap shop that has now become a tatoo parlour.
Sign of the times.
Mick

 

[moXJO]

And now everything's up on the debt deal.

We might see some games played by the hard-core reps and dems. Same thing every time.
Everyone's wise to the bs except the market it seems.

 

[over9k]

U.K food inflation is at 15%.

 

[frugal.rock]

U.K food inflation is at 15%.

No wonder if they keep buying red capsicums.
The green ones are cheaper.
Where do they import them from?
Spain?
Bleedin' gits

 

[moXJO]

View attachment 157474

U.K food inflation is at 15%.

Probably Gougflation.

 

[over9k]

MAY NOT BE SUSTAINABLE YOU SAY?

 

[over9k]

Still a long way to go, and that's if you believe the official numbers. Probably 1.5x it for the real number.

 

[divs4ever]

View attachment 157504

Still a long way to go, and that's if you believe the official numbers. Probably 1.5x it for the real number.

not if you are trying to move a shipping container ( full or empty )) in the Brisbane area

chances are Brisbane prices have more lift in them

 

[waterbottle]

What numbers are we betting? 12 min to gooooooo

 

[sptrawler]

What numbers are we betting? 12 min to gooooooo

Winter coming, reduced eating out, reduced spending, 0-0.25%. ?

 

[waterbottle]

6.8% for the month! Damn.

Looks like the next move is up? Better prep the PR team and PLowes backside for some public lashing

 

[over9k]

Let's see where we end up after today's data.