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@LouisDooley "#Trump x China on rare earth refining have seen $EQR break out of multi hear down trend - and seemingly thje multi year cup and handle. Will be watching for the close today. Major vols are a good sign. As the worlds largest non-Chinese owned tungsten producer - I think strong moves have lagged the broader industry bid on balance sheet worries but the macro tailwinds look like they are taking over (at least in the short term)"
X Link @LouisDooley 2025-10-13T00:43Z XXX followers, XXX engagements

"The absolute disregard for the labour market is wild. Wage growth decreasing at a rate of knots - new jobs at the lowest level seen in X years & unemployment is rising .Market posted XX new all time highs (per @SethCL ) this year"
X Link @LouisDooley 2025-10-06T04:52Z XXX followers, XXX engagements

"How's the timing @rhysdiab . $JIN acquiring Dream Car Giveaways (DCG) for A$109.9m consideration comprising of A$75m in upfront cash A$10.2 equity component and an earnout payment of up to A$24.5m payable post XX Dec 2026 subject to achieving certain growth and earnings hurdles. The acquisition generated annualised pro-forma EBITDA of A$16.9m and is expected to be double digit EPS accretive in the first year"
X Link @LouisDooley 2025-10-14T23:50Z XXX followers, XX engagements

"@RealJimChanos Its ironic that the one company that hasnt had to outlay major capex is the one that everyone is paying their capex to. Their ability to generate a return on capital is exemplary. If there was a capex induced AI bubble 2pop $NVDA would be the $AMZN of the Dotcom - LT recovery"
X Link @LouisDooley 2025-10-11T13:09Z XXX followers, XXX engagements

"@APompliano The theta effect is at play for YE recession prob. The value should erode as expiry nears with less time remaining for a major economic downturn to materialize the chance of a recession by year-end decays rapidly. Bloomberg has a XX% probability of a US recession in XX months"
X Link @LouisDooley 2025-10-14T00:19Z XXX followers, XXX engagements

"The $VIX breaking above XXXXX has been a pretty reliable indicator to follow for a market top"
X Link @LouisDooley 2025-10-11T10:49Z XXX followers, XX engagements

"Looks like historically the AUD/USD & CNY/USD have been relatively closely correlated. Any thoughts on how this implicates earnings for BHP Considering the AUD has been is a downtrend to the USD for XX years - conversion has been bolstering AUD denom earnings this will remove that tailwind"
X Link @LouisDooley 2025-10-14T00:11Z XXX followers, XXX engagements

"@METhompson72 And yet $EQR still can't catch a bid"
X Link @LouisDooley 2025-10-06T04:19Z XXX followers, XXX engagements

"Will be closely watching $EQR to confirm the break out of this channel w/ 4.5c the key mark. Should we see this break confirmed strong moves higher will likely follow in accordance with this textbook long term cup & handle formation"
X Link @LouisDooley 2025-10-09T06:04Z XXX followers, 1001 engagements

"EQ Resources ( $EQR ) has been in a downtrend channel since mid-2023 but todays strong +7% break has price wicking above the upper band. Resistance remains in play however watch for confirmation above this channel for cup & handle set up. #ASX #SmallCaps"
X Link @LouisDooley 2025-10-14T00:00Z XXX followers, XXX engagements

"@GlobalMktObserv I wonder if consumers are feeling the wealth effect and just easing off on job demand. Record levels of HH wealth in Equities (at record highs) - while HH Real Estate equity at levels not seen since the late 50s"
X Link @LouisDooley 2025-10-06T03:13Z XXX followers, XXX engagements

"Interesting to see the $XJO off considering the rebound last night. Easing trade tensions between US/China look to have put a rocket under the cyclicals ( $BHP +2.77%) . Nothing is stopping $GOLD. $ANZ 's 2030 strategy from yesterday is holding it up while the other big X get sold off"
X Link @LouisDooley 2025-10-14T00:15Z XXX followers, XX engagements

"@MilkRoadDaily I am seeing plenty 'this time is different' posts recently. While this on it's own is probably a red flag the breakaway from historic equity market correlation to underlying economic data (namely jobs and trucking volumes) suggests maybe there has been a structural break"
X Link @LouisDooley 2025-10-06T03:56Z XXX followers, XX engagements

"$EQR approaching the upper resistance of the X year bear trend. Vol is at record levels for this period - will be watching this closely to see if they can break through. Debt facility due to maturity with Oaktree EOY will be a major watch"
X Link @LouisDooley 2025-10-09T01:26Z XXX followers, XXX engagements

"If we use the Invesco Global Listed Private Equity ETF as the proxy - the correlation looks to have broken down from July this year. Interestingly this corresponds with the breakdown of the relationship to listed private credit as well (using Blackstone Secured Lending Fund BSXL as the proxy). Longer term relationship for context included"
X Link @LouisDooley 2025-10-08T22:30Z XXX followers, 3220 engagements

"@rhysdiab Immediately double digit EPS accretive. Testament to managements strong capital allocation framework"
X Link @LouisDooley 2025-10-14T23:55Z XXX followers, XX engagements