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!
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! 🤔
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! 🤔
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
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! 🤔
$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! 🤔
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
Ted Cruz proves the theory that a stock can fall 90% after falling 90%. US politics can get worse! 🤔
November 4, 2025 at 6:17 AM
Ted Cruz proves the theory that a stock can fall 90% after falling 90%. US politics can get worse! 🤔
Crypto remains weak with Bitcoin near 4 month low. It may be different this time! 🤔
November 4, 2025 at 5:47 AM
Crypto remains weak with Bitcoin near 4 month low. It may be different this time! 🤔
RBA rate cuts are going to have to wait a while. It may be different this time! 🤔
November 4, 2025 at 3:56 AM
RBA rate cuts are going to have to wait a while. It may be different this time! 🤔
Asia Tech Ex Japan ETF $ASIA...new all time high...up over 150% since global brokers classified China as uninvestable in late 2022. It may be different this time! 🤔
November 4, 2025 at 1:23 AM
Asia Tech Ex Japan ETF $ASIA...new all time high...up over 150% since global brokers classified China as uninvestable in late 2022. It may be different this time! 🤔
US ISM manufacturing PMI has been in contraction since late 2022 except for two months at the start of 2025 to beat tariffs. US may be great again! 🤔
November 4, 2025 at 12:11 AM
US ISM manufacturing PMI has been in contraction since late 2022 except for two months at the start of 2025 to beat tariffs. US may be great again! 🤔
US tourism is already struggling with what has been happening in the country. Now add travel risk on top! 🤔
November 3, 2025 at 11:33 PM
US tourism is already struggling with what has been happening in the country. Now add travel risk on top! 🤔