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Oz Blog News Commentary

Macro Afternoon

January 15, 2026 - 16:30 -- Admin

Silver took a nose dive as the Trump regime enacted a critical minerals directive plus tariffs on semiconductors amid more national security beat-ups while still promising an attack on Iran keeping other risk markets in check. The USD remains somewhat firm due to safe haven bids while the oil price has been beaten back slightly.

Very strange bedfellows

January 15, 2026 - 12:04 -- Admin

Back in 2017, I wrote a piece about the likely fragmentation of the conservatives in Australia1. Here, most of the conservatives largely belong to what is ironically named the Liberal Party, with a few other small fringe groups soaking up the racist and religious extremists. That article was precipitated by one of the religious nutters in the Liberal Party, spitting the dummy, leaving that party and attempting unsuccessfully to start his own2.

Bearish signals mount

January 15, 2026 - 12:00 -- Admin

Charts thanks to TME. SPX range high reversion. Three black crows for tech. Vol  of vol on the move. Rotation to the mini-me.   Vix is very short. And will soon get the accelerant. Some vol moving ahead. Anarcho-imperialsim is here as a market factor. It takes a pretty sizable geopolitical shock to make a