Wind turbine asbestos link reignites calls for local manufacturing, animates anti-renewables camp
Plunge Protection Team moves in
Like all things El Trumpo, nothing lasts very long. The Market Ear on the stock rebound. The crowd Once again they managed loading up on puts at local market lows. The crowd is the crowd for a reason….Chart shows put/call ratio vs SPY. Source: Tradingview Selling lows? Was Thursday tech capitulation? Shorting lows is painful,
New transmission towers are crucial for renewables – but contentious. Here’s where they should go
Critical new substation that will help link three states and massive Snowy 2.0 project is complete
Australia’s job market continues to unwind
Recent job advertisements and vacancy data, presented below by Shane Oliver from AMP, suggest that Australia’s labour market is gradually softening. Last week’s Q3 wage data from the Australian Bureau of Statistics (ABS) also struck a soft tone, with private sector wage growth falling sharply, partly offset by strength in public sector wages: SEEK has
Trump pump coming to housing
When looking at a chart of U.S. household debt, one can’t help but be struck at how well American households have managed the post-Global Financial Crisis era. In December 2007, the point at which the U.S. National Bureau of Economic Research began the ‘Great Recession’, total household debt to GDP stood at 100.2% of GDP.
Rinehart rails against net zero again, even as miner she backed with $1.3 billion aims to get there by 2034
Iron ore to the moon!
Never let the truth get in the way of a good price rally in the iron ore market. With another Chinese property rescue on the way, why not? Well, there is this. John Lam expects home prices to fall for at least another two years before a recovery in China’s residential property market can take
What will night-time electricity generation look like in 2030?
Still the most important stock in the universe
Every cycle has a bellwether. Today it’s NVIDIA. We’re operating in a two-speed economy where the US consumer looks fatigued, while corporate AI spending is a rocket ship. Let me share how I’m thinking about NVIDIA: why the recent result mattered, why capex is the fulcrum, what the depreciation debate gets right and wrong, how