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
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! 🤔
So...market goes up in government shutdown on the hope of a deal. After the longest shutdown in history, market goes up even more on the deal arriving after it went up the whole shutdown on deal hope. Welcome to manipulated market where pundits make up reasons as they go! 🤣
a cartoon of flintstone with the words the math ain 't mathing
ALT: a cartoon of flintstone with the words the math ain 't mathing
media.tenor.com
November 10, 2025 at 9:35 AM
So...market goes up in government shutdown on the hope of a deal. After the longest shutdown in history, market goes up even more on the deal arriving after it went up the whole shutdown on deal hope. Welcome to manipulated market where pundits make up reasons as they go! 🤣
Sunset Strip - Australian Trading Day Market Report
You can always rely on Americans to do the right thing when grifting is under threat
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
You can always rely on Americans to do the right thing when grifting is under threat
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
November 10, 2025 at 7:28 AM
Sunset Strip - Australian Trading Day Market Report
You can always rely on Americans to do the right thing when grifting is under threat
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
You can always rely on Americans to do the right thing when grifting is under threat
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
Nothing like losing a few elections ahead of mid term to get $2k handout despite fighting in the courts to cut SNAP and health care benefits. The $2k is literally coming from the tax paid by the people getting it. US burnt cash to do this. This can only make sense in the US! 🤣
November 9, 2025 at 1:23 PM
Nothing like losing a few elections ahead of mid term to get $2k handout despite fighting in the courts to cut SNAP and health care benefits. The $2k is literally coming from the tax paid by the people getting it. US burnt cash to do this. This can only make sense in the US! 🤣
US reform...life time of housing debt...if you are lucky! 🤔
November 8, 2025 at 11:20 PM
US reform...life time of housing debt...if you are lucky! 🤔
If you have booked a holiday in the US for Christmas, good luck! 🤦
FAA ISSUES GROUND STOP FOR NEWARK AIRPORT, NY JOHN F. KENNEDY AND CHICAGO O'HARE DUE TO STAFFING
FAA ISSUES GROUND STOP FOR NEWARK AIRPORT, NY JOHN F. KENNEDY AND CHICAGO O'HARE DUE TO STAFFING
November 8, 2025 at 8:54 PM
If you have booked a holiday in the US for Christmas, good luck! 🤦
FAA ISSUES GROUND STOP FOR NEWARK AIRPORT, NY JOHN F. KENNEDY AND CHICAGO O'HARE DUE TO STAFFING
FAA ISSUES GROUND STOP FOR NEWARK AIRPORT, NY JOHN F. KENNEDY AND CHICAGO O'HARE DUE TO STAFFING
US employment remains in decline. ADP jobs in decline while Challenger job cuts pop. It may be different this time!🤔
November 6, 2025 at 10:49 PM
US employment remains in decline. ADP jobs in decline while Challenger job cuts pop. It may be different this time!🤔
Sunset Strip - Australian Trading Day Market Report
AI bubble wants socialism for them and capitalism for everyone else
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
AI bubble wants socialism for them and capitalism for everyone else
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
November 6, 2025 at 7:36 AM
Sunset Strip - Australian Trading Day Market Report
AI bubble wants socialism for them and capitalism for everyone else
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
AI bubble wants socialism for them and capitalism for everyone else
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
Who saw this coming? pretty much everyone. The cycle has started. It may be different this time! 🤔
www.afr.com/companies/fi...
www.afr.com/companies/fi...
Private credit funds masking defaults, bad loans, ASIC review finds
The regulator’s investigation, examining dozens of the sector’s biggest players, suggests some are not providing investors with a true reflection of performance.
www.afr.com
November 6, 2025 at 3:16 AM
Who saw this coming? pretty much everyone. The cycle has started. It may be different this time! 🤔
www.afr.com/companies/fi...
www.afr.com/companies/fi...
Aussie 10 year bond yield better not move higher. Can we call a friend? asking for RBA! 🤔
November 5, 2025 at 11:43 PM
Aussie 10 year bond yield better not move higher. Can we call a friend? asking for RBA! 🤔
Nvidia is starting the call for tax payer funded help for AI bubble to beat China. We live in interesting times! 🤔
www.reuters.com/world/asia-p...
www.reuters.com/world/asia-p...
www.reuters.com
November 5, 2025 at 11:05 PM
Nvidia is starting the call for tax payer funded help for AI bubble to beat China. We live in interesting times! 🤔
www.reuters.com/world/asia-p...
www.reuters.com/world/asia-p...
OpenAI CFO calling for tax payers to guarantee the AI bubble. We live in interesting times! 🤔
www.wsj.com/video/openai...
www.wsj.com/video/openai...
OpenAI Wants Federal Backstop for New Investments
Sarah Friar, the CFO of OpenAI, says the company wants a federal guarantee to make it easier to finance massive investments in AI chips for data centers. Friar spoke at WSJ’s Tech Live event in Califo...
www.wsj.com
November 5, 2025 at 10:43 PM
OpenAI CFO calling for tax payers to guarantee the AI bubble. We live in interesting times! 🤔
www.wsj.com/video/openai...
www.wsj.com/video/openai...
$NAB delivered a stable result under pressure when it's trading at all time high price like it's a high growth stock but in reality it's a no growth yield stock with yield lower than US bonds. We are in interesting markets! 🤔
November 5, 2025 at 10:22 PM
$NAB delivered a stable result under pressure when it's trading at all time high price like it's a high growth stock but in reality it's a no growth yield stock with yield lower than US bonds. We are in interesting markets! 🤔
US reducing flights into the country by 10% due to government shutdown. It's only going to get worse as the shutdown extends into Dec. If US tourism was struggling before, it's going hit new lows. It may be different this time! 🤔
www.cnbc.com/2025/11/05/f...
www.cnbc.com/2025/11/05/f...
FAA to cut flights by 10% at 40 major airports due to government shutdown
Transportation Secretary Sean Duffy announced Wednesday afternoon that he will be reducing flight capacity by 10% at 40 major airports.
www.cnbc.com
November 5, 2025 at 10:15 PM
US reducing flights into the country by 10% due to government shutdown. It's only going to get worse as the shutdown extends into Dec. If US tourism was struggling before, it's going hit new lows. It may be different this time! 🤔
www.cnbc.com/2025/11/05/f...
www.cnbc.com/2025/11/05/f...
How good is share economy? We are sharing the pain! 🤔
www.cnbc.com/2025/11/05/d...
www.cnbc.com/2025/11/05/d...
Doordash stock tanks 20% as company misses earnings, says it expects further spending
The food delivery platform said it expects to spend "several hundred million dollars" on new initiatives and development in 2026.
www.cnbc.com
November 5, 2025 at 9:57 PM
How good is share economy? We are sharing the pain! 🤔
www.cnbc.com/2025/11/05/d...
www.cnbc.com/2025/11/05/d...
Japanese market reacting to the potential reality of the ponzi unwinding. Since the Japanese carry trade has boosted tens of trillions into US market, they are not going to let this unwind without a fight and US meetings with Japan over the past weeks are part of that! 🤔
November 5, 2025 at 3:22 AM
Japanese market reacting to the potential reality of the ponzi unwinding. Since the Japanese carry trade has boosted tens of trillions into US market, they are not going to let this unwind without a fight and US meetings with Japan over the past weeks are part of that! 🤔
Crypto market is wobbling hard now...Bitcoin is below $100k. Interesting times! 🤔
November 4, 2025 at 9:40 PM
Crypto market is wobbling hard now...Bitcoin is below $100k. Interesting times! 🤔
If the US market is generally under forecasting by 10% and AI is in a bubble, then $AMD result with a beat and an guidance upgrade is still a miss. We live in interesting times! 🤔
November 4, 2025 at 9:38 PM
If the US market is generally under forecasting by 10% and AI is in a bubble, then $AMD result with a beat and an guidance upgrade is still a miss. We live in interesting times! 🤔
US market has 85% beat rate because forecasts are around 10% too low. We are in a AI bubble where the big boys are investing in the rest to keep it going. $SMCI may be the canary in the AI tunnel. It may be different this time! 🤔
November 4, 2025 at 9:23 PM
US market has 85% beat rate because forecasts are around 10% too low. We are in a AI bubble where the big boys are investing in the rest to keep it going. $SMCI may be the canary in the AI tunnel. It may be different this time! 🤔
Sunset Strip - Australian Trading Day Market Report
RBA pump and dump - did not see it coming!
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
RBA pump and dump - did not see it coming!
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
November 4, 2025 at 7:17 AM
Sunset Strip - Australian Trading Day Market Report
RBA pump and dump - did not see it coming!
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy
RBA pump and dump - did not see it coming!
deepdataanalytics.com.au/sunset-strip/
#sunsetstrip #deepdata #analytics #economics #investing #portfolio #tradingstrategy