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MrQuick_ retweeted
May 28
If you're an ASX listed company outside the ASX 300 & not on the radar of Super Funds you are cooked.
via @MrQuick_
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April Fund Returns
Click on images for full view. You can get full scrolly nice tables at ausyield.com.au/newsletter.h….
Also you can read it on the stack too.
Data ranked by monthly performance.
Fixed Income to get us started.
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I met @10footinvestor yesterday and can confirm they’re a big red dog, just like their profile pic :)
If you haven’t, go have a read of what he wrote last month, probably the most insightful thing I’ve read on LLMs/business/profit/edge
betterbusiness.substack.com/…
May 8
I met @MrQuick_ today for the first time. Can confirm they are a long leggy blonde exactly like the profile pic
Was a genuine pleasure after literally years of reading the newsletter; should have done it a long time ago
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RBA had least restrictive policy relative to inflation than comparable economies in the previous rate cycle
Since the start of the previous cycle (2022) we’ve had 2 qtrs below trimmed mean 3% inflation. TWO!
None below the midpoint test!
Price level is a mega problem now
At its meeting today, the Board decided to increase the cash rate target by 25 basis points to 4.35 per cent.
Read the full statement here: ow.ly/mPc550YUPWc
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The biggest change in computing is here, Intel’s 90% stronghold on the server market is going to disappear in a blink.
@Nd172557208 give into M1, the future is now old man.
16 Dec 2020
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Although intel might have a tailwind, clear as day that ARM was always supremely positioned
Power tightness means efficiency doubly matters for inference. Intel might win but ARM never stopped winning.
x.com/evergreencap3/status/2…
Apr 22
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