Blogotariat

Oz Blog News Commentary

Australia needs stable baseload power

January 30, 2026 - 00:01 -- Admin

Australia’s energy demand will soar over the coming decades due to a combination of rapid population growth, the mass build-out of data centres, and the likely need for a fleet of energy-hungry water desalination plants. The latest projections from the Centre for Population, released this month, show that the nation’s population will balloon by 13.4

30 x Never

January 29, 2026 - 19:15 -- Admin

Even the intelligence services are gagged by the government when they try to tell the truth about our planetary crisis.

By George Monbiot, published in the Guardian  27th January 2026

Macro Afternoon

January 29, 2026 - 17:00 -- Admin

Asian share markets are generally higher as all risk markets look on with hesitation around the seemingly inevitable Iran/US war as both oil and gold prices blowout. This is keeping the Australian dollar on a tear as it barrels in on the 71 handle while other undollars took a breather overnight after a wide dumping

Stocks bombed in Iran?

January 29, 2026 - 13:30 -- Admin

Charts from TME. All-time highs again, with nowhere to go as volatility climbs on safe haven bids. Skew climbing with tail risks. Long gamma a big headwind as, “gs futures strats calculate $6bn of long gamma at spot, which increases to $12bn long gamma +100bps higher… in english, a 100bps rally in spx cash creates supply

Blame excessive government spending for inflation

January 29, 2026 - 13:00 -- Admin

Chris Joye, a portfolio manager with Coolabah Capital, recently wrote an article in the Australian Financial Review arguing that the expansion of government spending was placing upward pressure on inflation and, by extension, interest rates. “At the federal level, the annualised monthly trend budget deficit has deteriorated rapidly from $12 billion in December 2024 to