Mathan Soma
@mathansoma.bsky.social
Decades in finance, tech, consultancy, strategy, quant and data analytics. Ex everything and always learning new things. My views. No advice. Love data!
Aussie wages remains robust and above pre pandemic levels. Central Banks always worry that inflation fueled wage rises can lock in high costs. It may be different this time! 🤔
February 18, 2026 at 12:36 AM
Aussie wages remains robust and above pre pandemic levels. Central Banks always worry that inflation fueled wage rises can lock in high costs. It may be different this time! 🤔
Japanese trade balance was better than expected as exports bounced and imports fell for the first time in 5 months. Consumers are under pressure as rates go up to fight inflation. It may be different this time! 🤔
February 18, 2026 at 12:31 AM
Japanese trade balance was better than expected as exports bounced and imports fell for the first time in 5 months. Consumers are under pressure as rates go up to fight inflation. It may be different this time! 🤔
I think Grok is going to get rebased again! 🤔
February 17, 2026 at 10:25 PM
I think Grok is going to get rebased again! 🤔
We are in the fourth attack on precious metals by banks in three weeks. It shows how desperate they have become. The main theme for gold is USD decline and that hasn't changed. It may be different this time! 🤔
February 17, 2026 at 9:51 PM
We are in the fourth attack on precious metals by banks in three weeks. It shows how desperate they have become. The main theme for gold is USD decline and that hasn't changed. It may be different this time! 🤔
If you are wondering why US manufacturing bounced in Jan...they were front running tariff uncertainty again. Like last year they bounced ahead of Liberation Day, this year Supreme Courts need to rule against tariffs or be seen as political. If they do, then new tariffs coming!🤔
February 17, 2026 at 9:37 PM
If you are wondering why US manufacturing bounced in Jan...they were front running tariff uncertainty again. Like last year they bounced ahead of Liberation Day, this year Supreme Courts need to rule against tariffs or be seen as political. If they do, then new tariffs coming!🤔
Israel wants to attack Iran. US doesn't want to. Iran is prepared. Billions being spent by US on the cosplay of building forces in the Middle East. So far we see TACO. Domestic political mess may force action. Time will tell! 🤔
www.cnbc.com/2026/02/17/o...
www.cnbc.com/2026/02/17/o...
Oil prices fall as Iran sees progress in nuclear talks with U.S.
Iran and the U.S. reached a "general agreement" on Tuesday on guiding principles during talks in Geneva, Foreign Minister Abbas Araghchi said
www.cnbc.com
February 17, 2026 at 9:28 PM
Israel wants to attack Iran. US doesn't want to. Iran is prepared. Billions being spent by US on the cosplay of building forces in the Middle East. So far we see TACO. Domestic political mess may force action. Time will tell! 🤔
www.cnbc.com/2026/02/17/o...
www.cnbc.com/2026/02/17/o...
Canada is the best comp for Australia. BOC went hard against inflation than RBA and pulled back their property bubble. Canadian core inflation starting to come back but remains near the peak for the decade excluding 2022 inflation pop. It may be different this time! 🤔
February 17, 2026 at 9:25 PM
Canada is the best comp for Australia. BOC went hard against inflation than RBA and pulled back their property bubble. Canadian core inflation starting to come back but remains near the peak for the decade excluding 2022 inflation pop. It may be different this time! 🤔
Global mega passive funds worked hard to hold the US market flat overnight. US market is underperforming the world while USD is in decline. So...they are burning performance to bailout White House. Interesting times! 🤔
February 17, 2026 at 9:21 PM
Global mega passive funds worked hard to hold the US market flat overnight. US market is underperforming the world while USD is in decline. So...they are burning performance to bailout White House. Interesting times! 🤔
Health insurance to jump 4.4% when consumers are already under pressure. It is inflationary? It may be different this time! 🤔
www.afr.com/companies/he...
www.afr.com/companies/he...
Health insurance costs to rise 4.4pc, the biggest jump in eight years
Health Minister Mark Butler has announced an increase in the average premium, affecting more than 14 million people, saying it reflects higher healthcare costs.
www.afr.com
February 17, 2026 at 8:46 AM
Health insurance to jump 4.4% when consumers are already under pressure. It is inflationary? It may be different this time! 🤔
www.afr.com/companies/he...
www.afr.com/companies/he...
UK unemployment hits 5 year high. The economic problems are not something that happened in the last few years. It's been decade of policy failures that left the economy with structural problems that need tough reform. We don't do tough reforms in recent decades! 🤔
February 17, 2026 at 8:38 AM
UK unemployment hits 5 year high. The economic problems are not something that happened in the last few years. It's been decade of policy failures that left the economy with structural problems that need tough reform. We don't do tough reforms in recent decades! 🤔
Emerging markets are outperforming developed markets after a long time. The cycle may have turned! 🤔
February 17, 2026 at 8:01 AM
Emerging markets are outperforming developed markets after a long time. The cycle may have turned! 🤔
Sunset Strip - Australian Trading Day Market Report
Chinese New Year points to changing cycles
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
Chinese New Year points to changing cycles
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
February 17, 2026 at 7:53 AM
Sunset Strip - Australian Trading Day Market Report
Chinese New Year points to changing cycles
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
Chinese New Year points to changing cycles
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
You can always rely on mega techs to solve the important issues in life. Can I sh!t post after I am dead? Yes...you can! 😏
February 17, 2026 at 2:27 AM
You can always rely on mega techs to solve the important issues in life. Can I sh!t post after I am dead? Yes...you can! 😏
Happy Chinese New Year! As we move from "The year of the Snake" to the "Year of the Horse", there is a changing of the cycles that is in motion. It may be different this time! 🤔
February 16, 2026 at 9:30 PM
Happy Chinese New Year! As we move from "The year of the Snake" to the "Year of the Horse", there is a changing of the cycles that is in motion. It may be different this time! 🤔
Sunset Strip - Australian Trading Day Market Report
Aussie reporting season flags outlook weakness
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
Aussie reporting season flags outlook weakness
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
February 16, 2026 at 7:15 AM
Sunset Strip - Australian Trading Day Market Report
Aussie reporting season flags outlook weakness
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
Aussie reporting season flags outlook weakness
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
Japan avoids another recession cycle but GDP qoq growth comes in weaker than expected. It's hard to unwind ponzi while keeping the carry trade. Something has to give soon! 🤔
February 16, 2026 at 12:09 AM
Japan avoids another recession cycle but GDP qoq growth comes in weaker than expected. It's hard to unwind ponzi while keeping the carry trade. Something has to give soon! 🤔
You know that the market is manipulated when everyone in the White House is hitching their wagon to the market after policy failures. The worry is that volatility is rising despite that. We live in interesting times! 🤔
Peter Navarro: "It's the perfect Trump economy in 2026 ... we're seeing stock market over $50,000"
February 15, 2026 at 11:53 PM
You know that the market is manipulated when everyone in the White House is hitching their wagon to the market after policy failures. The worry is that volatility is rising despite that. We live in interesting times! 🤔
US debt and deficit outlook is on fire with debt expected to rise by $2.4trill per year for the next decade. This is mainly driven by fiscal policy failures. It may be different this time! 🤔
U.S. National Debt projected to soar to $64 Trillion over the next decade 🚨🚨 Probably Fine?
February 15, 2026 at 10:31 PM
US debt and deficit outlook is on fire with debt expected to rise by $2.4trill per year for the next decade. This is mainly driven by fiscal policy failures. It may be different this time! 🤔
You know the world is out of synch with reality when betting agency becomes reality check. It may be different this time! 🤔
February 14, 2026 at 11:51 PM
You know the world is out of synch with reality when betting agency becomes reality check. It may be different this time! 🤔
US core inflation slides as expected. Pure coincident that core inflation has been sliding since Trump fired the BLS chief and put his candidate in. It may be different this time! 🤣
February 13, 2026 at 1:35 PM
US core inflation slides as expected. Pure coincident that core inflation has been sliding since Trump fired the BLS chief and put his candidate in. It may be different this time! 🤣
DP World has higher standard than White House! 🤔
www.cnbc.com/2026/02/13/d...
www.cnbc.com/2026/02/13/d...
Dubai's DP World replaces CEO after Epstein links emerge
www.cnbc.com
February 13, 2026 at 12:42 PM
DP World has higher standard than White House! 🤔
www.cnbc.com/2026/02/13/d...
www.cnbc.com/2026/02/13/d...
US mega tech capex cycle is just starting. You ain't seen nothing yet! 🤔
February 13, 2026 at 9:03 AM
US mega tech capex cycle is just starting. You ain't seen nothing yet! 🤔
Sunset Strip - Australian Trading Day Market Report
Bubble worries on Friday the 13th while Goldman Sachs has more credibility than the White House
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #tradingstrategy
Bubble worries on Friday the 13th while Goldman Sachs has more credibility than the White House
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #tradingstrategy
February 13, 2026 at 7:43 AM
Sunset Strip - Australian Trading Day Market Report
Bubble worries on Friday the 13th while Goldman Sachs has more credibility than the White House
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #tradingstrategy
Bubble worries on Friday the 13th while Goldman Sachs has more credibility than the White House
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #tradingstrategy
Just for context...GS has higher standards than White House...let that sink in. We live in interesting times! 🤔
www.washingtontimes.com/news/2026/fe...
www.washingtontimes.com/news/2026/fe...
Goldman Sachs’ top lawyer Kathy Ruemmler to resign after emails show close ties to Jeffrey Epstein
Kathy Ruemmler, the top lawyer at storied investment bank Goldman Sachs and former White House counsel to President Barack Obama, announced her resignation Thursday, after emails between her and Jeffr...
www.washingtontimes.com
February 13, 2026 at 4:38 AM
Just for context...GS has higher standards than White House...let that sink in. We live in interesting times! 🤔
www.washingtontimes.com/news/2026/fe...
www.washingtontimes.com/news/2026/fe...
