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 wage growth remains substantially higher than pre pandemic...and as expected. There is nothing for RBA rate cut in this data. It may be different this time! 🤔
November 19, 2025 at 12:33 AM
Aussie wage growth remains substantially higher than pre pandemic...and as expected. There is nothing for RBA rate cut in this data. It may be different this time! 🤔
If you do this in excel, you will get a circular reference error. We have more AI circular reference problem. It may be different this time! 🤔
November 18, 2025 at 11:46 PM
If you do this in excel, you will get a circular reference error. We have more AI circular reference problem. It may be different this time! 🤔
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! 🤔
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! 🤔
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! 🤔
$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! 🤔
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! 🤔
Not sure why anyone is surprised. DOGE started to fire people in Feb with 8 month delay. That means they fall out of being in paid leave in Oct. Apart from all the tech firing, DOGE firing starts to fall into the numbers from Oct. It may be different this time! 🤔
November 12, 2025 at 3:34 AM
Not sure why anyone is surprised. DOGE started to fire people in Feb with 8 month delay. That means they fall out of being in paid leave in Oct. Apart from all the tech firing, DOGE firing starts to fall into the numbers from Oct. It may be different this time! 🤔
Aussie property pump is going well. Great pump and dump by RBA and nice 5% deposit trap for FHB. What can go wrong? We live in interesting times! 🤔
November 12, 2025 at 12:52 AM
Aussie property pump is going well. Great pump and dump by RBA and nice 5% deposit trap for FHB. What can go wrong? We live in interesting times! 🤔
Crypto weak overnight! 🤔
November 11, 2025 at 8:46 PM
Crypto weak overnight! 🤔
Sunset Strip - Australian Trading Day Market Report
Aussie banks are not AI growth stocks but they are expensive
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
Aussie banks are not AI growth stocks but they are expensive
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
November 11, 2025 at 7:07 AM
Sunset Strip - Australian Trading Day Market Report
Aussie banks are not AI growth stocks but they are expensive
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
Aussie banks are not AI growth stocks but they are expensive
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
Aussie consumer sentiment jumps the third highest MoM move in the last decade. Nothing like rate cut promises to jam up spending in a property bubble. We live interesting times! 🤔
November 11, 2025 at 3:28 AM
Aussie consumer sentiment jumps the third highest MoM move in the last decade. Nothing like rate cut promises to jam up spending in a property bubble. We live interesting times! 🤔
We are moving from 50 year home loans to 15 year car loans. Since first home buyer age in the US is getting close to 40, it is literally a home loan that will last longer than most Americans. The answer to unaffordable debt is keeping the debt for longer. What can go wrong! 🤔
November 10, 2025 at 11:55 PM
We are moving from 50 year home loans to 15 year car loans. Since first home buyer age in the US is getting close to 40, it is literally a home loan that will last longer than most Americans. The answer to unaffordable debt is keeping the debt for longer. What can go wrong! 🤔