Author | Lightnews

Mathan Soma @mathansoma.bsky.social · 11h

US reform...life time of housing debt...if you are lucky! 🤔

Mathan Soma @mathansoma.bsky.social · 14h

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

1

Mathan Soma @mathansoma.bsky.social · 2d

US employment remains in decline. ADP jobs in decline while Challenger job cuts pop. It may be different this time!🤔

Mathan Soma @mathansoma.bsky.social · 3d

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

2

Mathan Soma @mathansoma.bsky.social · 3d

Who saw this coming? pretty much everyone. The cycle has started. It may be different this time! 🤔
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

Mathan Soma @mathansoma.bsky.social · 3d

Aussie 10 year bond yield better not move higher. Can we call a friend? asking for RBA! 🤔

Mathan Soma @mathansoma.bsky.social · 3d

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

1

Mathan Soma @mathansoma.bsky.social · 3d

OpenAI CFO calling for tax payers to guarantee the AI bubble. We live in interesting times! 🤔
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

1

Mathan Soma @mathansoma.bsky.social · 3d

$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! 🤔

Mathan Soma @mathansoma.bsky.social · 3d

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...

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

Mathan Soma @mathansoma.bsky.social · 3d

How good is share economy? We are sharing the pain! 🤔
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

Mathan Soma @mathansoma.bsky.social · 4d

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! 🤔

1

Mathan Soma @mathansoma.bsky.social · 4d

Spot #gold in A$ is still above $6k. Aussie gold miners are doing well. It may be different this time! 🤔

Mathan Soma @mathansoma.bsky.social · 4d

Crypto market is wobbling hard now...Bitcoin is below $100k. Interesting times! 🤔

Mathan Soma @mathansoma.bsky.social · 4d

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! 🤔

Mathan Soma @mathansoma.bsky.social · 4d

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! 🤔