Mathan Soma
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mathansoma.bsky.social
Mathan Soma
@mathansoma.bsky.social
64 followers 57 following 1.9K posts
Decades in finance, tech, consultancy, strategy, quant and data analytics. Ex everything and always learning new things. My views. No advice. Love data!
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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
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
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
$NAB delivered a stable result under pressure when it's trading at all time high price like it's a high growth stock but in reality it's a no growth yield stock with yield lower than US bonds. We are in interesting markets! 🤔
US reducing flights into the country by 10% due to government shutdown. It's only going to get worse as the shutdown extends into Dec. If US tourism was struggling before, it's going hit new lows. It may be different this time! 🤔
www.cnbc.com/2025/11/05/f...
FAA to cut flights by 10% at 40 major airports due to government shutdown
Transportation Secretary Sean Duffy announced Wednesday afternoon that he will be reducing flight capacity by 10% at 40 major airports.
www.cnbc.com
Japanese market reacting to the potential reality of the ponzi unwinding. Since the Japanese carry trade has boosted tens of trillions into US market, they are not going to let this unwind without a fight and US meetings with Japan over the past weeks are part of that! 🤔
Spot #gold in A$ is still above $6k. Aussie gold miners are doing well. It may be different this time! 🤔
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! 🤔
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! 🤔
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! 🤔
RBA rate cuts are going to have to wait a while. It may be different this time! 🤔
Let's be realistic...RBA would cut rates at a heart beat but they can't. The best they can do after that inflation data is to say we remains data dependent despite no one believing them. Now let's ready for the media spin about RBA saying they might cut more in 2026! 🤣
a bald man is sitting in a chair with #fallontonight written on the bottom right
ALT: a bald man is sitting in a chair with #fallontonight written on the bottom right
media.tenor.com
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! 🤔
US tourism is already struggling with what has been happening in the country. Now add travel risk on top! 🤔
South Korean inflation rises to the highest level since Jul 24 and beats expectations. Reflation is global. It may be different this time! 🤔