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!
Sunset Strip - Australian Trading Day Market Report
Global passive funds need to defend the bubble or it will get really messy
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
Global passive funds need to defend the bubble or it will get really messy
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
November 18, 2025 at 10:37 AM
Sunset Strip - Australian Trading Day Market Report
Global passive funds need to defend the bubble or it will get really messy
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
Global passive funds need to defend the bubble or it will get really messy
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
Crypto keeps sliding...Bitcoin $89k. It may be different this time! 🤔
November 18, 2025 at 3:35 AM
Crypto keeps sliding...Bitcoin $89k. It may be different this time! 🤔
Canadian core inflation hits multi year high. Canada is the closest match to Australia. It may be different this time! 🤔
November 18, 2025 at 12:43 AM
Canadian core inflation hits multi year high. Canada is the closest match to Australia. It may be different this time! 🤔
Crypto keeps sliding...Bitcoin $91k. It may be different this time! 🤔
November 17, 2025 at 9:29 PM
Crypto keeps sliding...Bitcoin $91k. It may be different this time! 🤔
Gina is the biggest shareholder of MP and a major shareholder in $LYC. Follow vested interest groups. Welcome to the #RareEarth cycle! 🤨
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Australian Tycoon Rinehart Becomes MP Materials’ Top Shareholder
Gina Rinehart, Australia’s richest person, has become the biggest shareholder in US rare-earths producer MP Materials Corp., boosting her global bet on strategic minerals.
www.bloomberg.com
November 17, 2025 at 9:22 PM
Gina is the biggest shareholder of MP and a major shareholder in $LYC. Follow vested interest groups. Welcome to the #RareEarth cycle! 🤨
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
$2000 tariff dividend did not even last a weekend. It's TACO time! 🤔
BESSENT: “THE $2,000 DIVIDEND COULD COME IN LOTS OF FORMS… IT COULD BE JUST THE TAX DECREASES. IT COULD BE NO TAX ON TIPS.”
BESSENT: “THE $2,000 DIVIDEND COULD COME IN LOTS OF FORMS… IT COULD BE JUST THE TAX DECREASES. IT COULD BE NO TAX ON TIPS.”
three men in mariachi costumes are standing in a field .
ALT: three men in mariachi costumes are standing in a field .
media.tenor.com
November 17, 2025 at 12:30 AM
$2000 tariff dividend did not even last a weekend. It's TACO time! 🤔
BESSENT: “THE $2,000 DIVIDEND COULD COME IN LOTS OF FORMS… IT COULD BE JUST THE TAX DECREASES. IT COULD BE NO TAX ON TIPS.”
BESSENT: “THE $2,000 DIVIDEND COULD COME IN LOTS OF FORMS… IT COULD BE JUST THE TAX DECREASES. IT COULD BE NO TAX ON TIPS.”
US economy being held up by democrat states like NY and Cali. We live in interesting times! 🤔
finance.yahoo.com/news/22-stat...
finance.yahoo.com/news/22-stat...
22 States in or Near a Recession Right Now — and What It Means for Residents
Find out which 25 states are in or near a recession and learn what this economic slowdown could mean for residents and their financial future.
finance.yahoo.com
November 17, 2025 at 12:27 AM
US economy being held up by democrat states like NY and Cali. We live in interesting times! 🤔
finance.yahoo.com/news/22-stat...
finance.yahoo.com/news/22-stat...
Crypto falling into the new week with Bitcoin hitting $93k. It may be different this time! 🤔
November 16, 2025 at 9:17 PM
Crypto falling into the new week with Bitcoin hitting $93k. It may be different this time! 🤔
Just for context...Vested interest groups manipulated capitalism and then push the narrative that kids want socialism. What we have since GFC is fake capitalism. Give pure capitalism and the kids will love it. If you give them fake capitalism, they can smell the bs! 🤨
two men sitting at a table with the words " it 's fraud " written on the screen
ALT: two men sitting at a table with the words " it 's fraud " written on the screen
media.tenor.com
November 16, 2025 at 4:36 AM
Just for context...Vested interest groups manipulated capitalism and then push the narrative that kids want socialism. What we have since GFC is fake capitalism. Give pure capitalism and the kids will love it. If you give them fake capitalism, they can smell the bs! 🤨
US has already been operating like a third world corrupt economy and now the former US Fed Chair and Treasury Secretary says that US is in danger of becoming a banana republic. It may be nothing! 🤔
a man in a costume with the words art thou not entertained on the bottom
ALT: a man in a costume with the words art thou not entertained on the bottom
media.tenor.com
November 16, 2025 at 12:51 AM
US has already been operating like a third world corrupt economy and now the former US Fed Chair and Treasury Secretary says that US is in danger of becoming a banana republic. It may be nothing! 🤔
Despite all the spin about tech and AI, the real driver of market is global passive flow into big caps. $CBA is the biggest stock in the local market and it has broken the 3 year up trend. It may be different this time! 🤔
November 16, 2025 at 12:13 AM
Despite all the spin about tech and AI, the real driver of market is global passive flow into big caps. $CBA is the biggest stock in the local market and it has broken the 3 year up trend. It may be different this time! 🤔
Banking system problems are starting to get attention. It may be different this time! 🤔
www.reuters.com/sustainabili...
www.reuters.com/sustainabili...
www.reuters.com
November 15, 2025 at 4:29 AM
Banking system problems are starting to get attention. It may be different this time! 🤔
www.reuters.com/sustainabili...
www.reuters.com/sustainabili...
White House has TACO'd their fantasy argument that tariffs are not paid by Americans. So...tariffs are not going to bring down debt? more chance of Musk going to Mars. It may be different this time! 🤔
www.nytimes.com/2025/11/13/u...
www.nytimes.com/2025/11/13/u...
Trump Administration Prepares Tariff Exemptions in Bid to Lower Food Prices
www.nytimes.com
November 14, 2025 at 11:59 AM
White House has TACO'd their fantasy argument that tariffs are not paid by Americans. So...tariffs are not going to bring down debt? more chance of Musk going to Mars. It may be different this time! 🤔
www.nytimes.com/2025/11/13/u...
www.nytimes.com/2025/11/13/u...
$WTC and $MIN management reality show continues! 🤔
November 14, 2025 at 10:17 AM
$WTC and $MIN management reality show continues! 🤔
Crypto keeps sliding with Bitcoin hitting $96k. It may be nothing! 🤔
November 14, 2025 at 6:57 AM
Crypto keeps sliding with Bitcoin hitting $96k. It may be nothing! 🤔
Sunset Strip - Australian Trading Day Market Report
Policy failures deliver bubbles and bailouts but economic pain is coming
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
Policy failures deliver bubbles and bailouts but economic pain is coming
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
November 14, 2025 at 6:50 AM
Sunset Strip - Australian Trading Day Market Report
Policy failures deliver bubbles and bailouts but economic pain is coming
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
Policy failures deliver bubbles and bailouts but economic pain is coming
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
Aussie bond yield breaking higher. Who would have guessed that RBA started cutting too soon? It may be different this time! 🤔
November 13, 2025 at 3:05 AM
Aussie bond yield breaking higher. Who would have guessed that RBA started cutting too soon? It may be different this time! 🤔
Aussie employment data comes in burning hot. It's a beat at every level. There is nothing here for RBA rate cuts as far as the eye can see when asset bubbles are at historical high and inflation is rising. It may be different this time! 🤔
November 13, 2025 at 12:33 AM
Aussie employment data comes in burning hot. It's a beat at every level. There is nothing here for RBA rate cuts as far as the eye can see when asset bubbles are at historical high and inflation is rising. It may be different this time! 🤔
Another US property pump thought bubble without reality check. How can you take one mortgage deal for a house to another unless everything is exactly the same....which is impossible. This is worse than 50 year mortgage loan. We live in interesting times! 🤔
November 13, 2025 at 12:27 AM
Another US property pump thought bubble without reality check. How can you take one mortgage deal for a house to another unless everything is exactly the same....which is impossible. This is worse than 50 year mortgage loan. We live in interesting times! 🤔
The basic Epstein stuff is getting out in the media. Pressure to release the lot is building but being blocked by the White House. Expect random policy change coming as distraction! 🤔
www.afr.com/world/north-...
www.afr.com/world/north-...
Epstein emails say Trump ‘knew about girls’, ‘spent hours’ with victim
Newly released emails from Jeffrey Epstein raise questions about the US president’s knowledge of the disgraced paedophile financier’s conduct.
www.afr.com
November 13, 2025 at 12:22 AM
The basic Epstein stuff is getting out in the media. Pressure to release the lot is building but being blocked by the White House. Expect random policy change coming as distraction! 🤔
www.afr.com/world/north-...
www.afr.com/world/north-...
US consumers are maxing credit cards like we haven't seen since 2011. Buy Now Pain Later anyone? What can go wrong? 🤔
US CONSUMERS’ SERIOUS DELINQUENCIES REMAIN ELEVATED
12.4% OF CREDIT CARD BALANCES NOW 90+ DAYS LATE, HIGHEST SINCE Q1 2011
US CONSUMERS’ SERIOUS DELINQUENCIES REMAIN ELEVATED
12.4% OF CREDIT CARD BALANCES NOW 90+ DAYS LATE, HIGHEST SINCE Q1 2011
November 13, 2025 at 12:19 AM
US consumers are maxing credit cards like we haven't seen since 2011. Buy Now Pain Later anyone? What can go wrong? 🤔
US CONSUMERS’ SERIOUS DELINQUENCIES REMAIN ELEVATED
12.4% OF CREDIT CARD BALANCES NOW 90+ DAYS LATE, HIGHEST SINCE Q1 2011
US CONSUMERS’ SERIOUS DELINQUENCIES REMAIN ELEVATED
12.4% OF CREDIT CARD BALANCES NOW 90+ DAYS LATE, HIGHEST SINCE Q1 2011
Aussie consumer inflation expectations remain in an uptrend. It may be different this time! 🤔
November 13, 2025 at 12:13 AM
Aussie consumer inflation expectations remain in an uptrend. It may be different this time! 🤔
Drone Shield $DRO...nothing like management selling into weakness. It may be different this time! 🤔
November 13, 2025 at 12:07 AM
Drone Shield $DRO...nothing like management selling into weakness. It may be different this time! 🤔
When your bad policies deliver very bad economic data, do what Putin would do...just lie about it and hide it. We live in interesting times! 🤔
November 12, 2025 at 8:28 PM
When your bad policies deliver very bad economic data, do what Putin would do...just lie about it and hide it. We live in interesting times! 🤔