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[@bowtiedstocks](/creator/twitter/bowtiedstocks)
"The Aussie economy might be in the shitter But if you look at large caps ($AFI.AXs largest holdings here) there are still a good number with exposure outside our domestic economy: $BHP $CSL $RMD $RIO $CAR $WDS $ARB $ALS $BXB $CPU $XRO $JHX The key issue is one of valuation"  
[X Link](https://x.com/bowtiedstocks/status/1974298055626404131) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-04T02:18Z 5442 followers, 2384 engagements


"We got an issue with the currency ๐Ÿ’ธ Brisbane steak restaurant prices ๐Ÿฅฉ"  
[X Link](https://x.com/bowtiedstocks/status/1978040914065899677) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-14T10:11Z 5441 followers, 37.6K engagements


"This is what happens when we try to build things in Australia Cross River Rail was meant to be completed by 2024 for total cost of $5.4bn True cost now expected at $19.0bn with 2029 delivery We are a joke of a people a disgace a worldwide laughing stock Currency is toast"  
[X Link](https://x.com/bowtiedstocks/status/1978630629567635900) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-16T01:14Z 5441 followers, 17.4K engagements


"$CSL.AX CSL - an Aussie market darling and retiree favourite Those that got in at the IPO are never selling - the price just keeps going up That was the narrative until a few short years ago But last X years share price has gone nowhere underperforming markets"  
[X Link](https://x.com/bowtiedstocks/status/1815215221574967336) [@bowtiedstocks](/creator/x/bowtiedstocks) 2024-07-22T02:40Z 5433 followers, 7073 engagements


"@berthon_jones A few examples you put in the latter bucket"  
[X Link](https://x.com/bowtiedstocks/status/1961203524806606917) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-08-28T23:05Z 5433 followers, XXX engagements


"@yuanyicaonimei $TGF.AX"  
[X Link](https://x.com/bowtiedstocks/status/1970696588898320834) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-09-24T03:47Z 5430 followers, XXX engagements


"First glance at the Govts super tax changes and it looks like some sanity has prevailed: - no tax on unrealised gains - thresholds to be indexed (as expected - people were screaming chicken little over this) XX% tax on earnings for balances $3m XX% for $10m Sensible"  
[X Link](https://x.com/bowtiedstocks/status/1977584484502630882) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-13T03:57Z 5433 followers, 12.5K engagements


"Sustainable price growth @ClareONeilMP ๐Ÿคก๐Ÿคก๐Ÿคก"  
[X Link](https://x.com/bowtiedstocks/status/1978263891856503019) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-15T00:57Z 5434 followers, 3132 engagements


"Brisbanes best steak restaurants: X. Walters X. Black Hide X. Deerys X. Moo Moos X. Norman Hotel X. Breaky Creek Hotel X. Morrison Hotel X. Regatta Boatshed X. Pineapple Hotel You wont find many insta thots photoing their food at these places either ๐Ÿฅฉ ๐Ÿด ๐Ÿป"  
[X Link](https://x.com/bowtiedstocks/status/1978266187826876702) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-15T01:06Z 5433 followers, 11.7K engagements


"We got an issue with the currency ๐Ÿ’ธ (and the net zero scam)"  
[X Link](https://x.com/bowtiedstocks/status/1978306002446434305) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-15T03:44Z 5433 followers, 14.3K engagements


"I wonder how people feel these days to be getting paid in confetti as costs around them skyrocket"  
[X Link](https://x.com/bowtiedstocks/status/1978342900103618873) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-15T06:11Z 5433 followers, 4257 engagements


"$PME.AX Promedicus price to sales: 181x $MSFT Microsoft price to sales: 14x $NVDA Nivida price to sales: 30x Thank you for your attention to this matter"  
[X Link](https://x.com/bowtiedstocks/status/1956148467778380050) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-08-15T00:18Z 5441 followers, 4305 engagements


"Will we get Weimar Republic or a Housing Crash (or both) Only time will tell"  
[X Link](https://x.com/bowtiedstocks/status/1979323658368880967) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-17T23:08Z 5441 followers, 6756 engagements


"I wonder if these are all first home buyers using the governments X% deposit guarantee scheme ๐Ÿค” First *Australian home* buyers perhaps Are we still a country today you reckon or more resembling an economic zone"  
[X Link](https://x.com/bowtiedstocks/status/1979330603939172501) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-17T23:36Z 5441 followers, 5327 engagements


"We got an issue with the currency ๐Ÿ’ธ"  
[X Link](https://x.com/bowtiedstocks/status/1977887254971289790) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-14T00:00Z 5442 followers, 35.6K engagements


"Unemployment rising more sharply now Exactly as expected"  
[X Link](https://x.com/bowtiedstocks/status/1978628928752292259) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-16T01:07Z 5441 followers, 9044 engagements


"Do we get Weimar Republic or do we get a Housing Crash The outcomes are looking more binary to me by the day Either way the middle class gets largely obliterated We would be in a better position if we were governed by chimpanzees"  
[X Link](https://x.com/bowtiedstocks/status/1978636257304719422) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-16T01:36Z 5441 followers, 18.6K engagements


"Either you are long Weimar Republic or you are long an Australian Housing Crash For those playing at home there is no in between So which is it"  
[X Link](https://x.com/bowtiedstocks/status/1978643631784559032) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-16T02:06Z 5442 followers, 10K engagements


"@AFLanalyser @benofbrisbane1 @IFM_Economist You still think its a likely scenario with a starting point of today"  
[X Link](https://x.com/bowtiedstocks/status/1978958176914673827) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-16T22:56Z 5441 followers, XX engagements


"@AFLanalyser @benofbrisbane1 @IFM_Economist Well it didn't happen in Sydney in the past XX months nor in Melbourne (as well as years before that too) So your thesis doesn't hold in our two largest propadee markets"  
[X Link](https://x.com/bowtiedstocks/status/1978960724484293003) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-16T23:06Z 5441 followers, XX engagements


"There wont be a second date but at least she has been forewarned were heading for either the Weimar Republic or a Housing Crash"  
[X Link](https://x.com/bowtiedstocks/status/1978967620008448377) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-16T23:33Z 5441 followers, 13.3K engagements


"We got a major problem with the currency ๐Ÿ’ธ Gold will be at AUD $7000 soon"  
[X Link](https://x.com/bowtiedstocks/status/1978989900885000649) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-17T01:02Z 5441 followers, 11.3K engagements


"@mettifo79 @SpachusAus Very possible house prices crash upwards"  
[X Link](https://x.com/bowtiedstocks/status/1978990415513555232) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-17T01:04Z 5441 followers, XX engagements


"If you think we're not experiencing a period where our currency is being rapidly debased I'd say you're probably not paying enough attention"  
[X Link](https://x.com/bowtiedstocks/status/1979391758774796640) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-18T03:39Z 5441 followers, 8088 engagements


"Best steak restaurant in Brisbane For mine it is Walters steakhouse in the CBD a New York style steakhouse I dont think much else comes close"  
[X Link](https://x.com/bowtiedstocks/status/1978217109860634752) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-14T21:51Z 5441 followers, 19.4K engagements


"The only people that will tell you they took took much risk are the ones that got wiped out But thats a lesson that only gets learnt in hindsight"  
[X Link](https://x.com/bowtiedstocks/status/1979346735551123594) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-18T00:40Z 5441 followers, 1442 engagements


"There wont be a second date but at least she now knows how the Aussie propadee Ponzi economy really works"  
[X Link](https://x.com/bowtiedstocks/status/1979443552708104599) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-18T07:04Z 5441 followers, 2540 engagements


"Do people agree with this Interested in views and counter views"  
[X Link](https://x.com/bowtiedstocks/status/1977336105608606039) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-12T11:30Z 5441 followers, 14.2K engagements


"Can you see the similarity yet Wheelbarrows of cash for an ounce of gold"  
[X Link](https://x.com/bowtiedstocks/status/1978338311560167668) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-15T05:53Z 5441 followers, 4311 engagements


"We got an issue with the currency ๐Ÿ’ธ Hiking rates way higher fixes this"  
[X Link](https://x.com/bowtiedstocks/status/1978432101180494137) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-15T12:05Z 5441 followers, 4597 engagements


"Stagflation arriving soon Exactly to be expected based on recent govt policy"  
[X Link](https://x.com/bowtiedstocks/status/1978634590937038891) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-16T01:30Z 5441 followers, 7833 engagements


"Hedges Ave PROPADEE ๐Ÿš€ Some big monsters along this strip zero overall curation its a hodge podge These prices will again fall XX% + from their real values today just like they did during the GFC GC is funny - everyone is a property millionaire here but theres zero class"  
[X Link](https://x.com/bowtiedstocks/status/1978735604205773205) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-16T08:11Z 5441 followers, 6113 engagements


"-2% might actually be quite good in USD relative to what the AUD will get you in a decades time"  
[X Link](https://x.com/bowtiedstocks/status/1979353417391972737) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-18T01:06Z 5441 followers, 2674 engagements


"@LadySurfer2000 Which ones do you like in particular"  
[X Link](https://x.com/bowtiedstocks/status/1979398784846303256) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-18T04:07Z 5441 followers, XXX engagements


"@TerraAustralisF ๐Ÿ’ฏ Shes better off with the real estate agent"  
[X Link](https://x.com/bowtiedstocks/status/1979502375938503000) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-18T10:58Z 5441 followers, XX engagements


"$DMP.AX Dominos Pizza - who would have thought the COVID lockdown boost would not be extrapolatable into perpetuity And STILL on a PE x XX Youre paying a lot for your pepperoni here ๐Ÿ•"  
[X Link](https://x.com/bowtiedstocks/status/1813748452951752979) [@bowtiedstocks](/creator/x/bowtiedstocks) 2024-07-18T01:31Z 5441 followers, 27.2K engagements


"$SGR.AX Star Entertainment Group at XXXXX cents This thing could actually be a zero ๐Ÿฉ"  
[X Link](https://x.com/bowtiedstocks/status/1862283721241415722) [@bowtiedstocks](/creator/x/bowtiedstocks) 2024-11-28T23:53Z 5436 followers, 15K engagements


"RBA cash rate since 1990 It may sound absurd but the current rate doesn't look abnormally high to me"  
[X Link](https://x.com/bowtiedstocks/status/1892042303478325454) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-02-19T02:43Z 5435 followers, 16.7K engagements


"$GYG.AX Guzman Gomez - half yr profit $7.3m total market cap $4.6bn $RFG.AX Retail Food Group - half year profit $7.3m total market cap $131m The markets are efficient and rational places that attract the best and brightest minds every day"  
[X Link](https://x.com/bowtiedstocks/status/1892700266903765057) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-02-20T22:18Z 5441 followers, 27.9K engagements


"$CBA.AX Commonwealth Bank - the most expensive bank in the world and it isn't growing ๐Ÿคฃ This is all you need to know really"  
[X Link](https://x.com/bowtiedstocks/status/1895015445910167912) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-02-27T07:37Z 5439 followers, 16.3K engagements


"$SGR.AX Star Entertainment - sending prayers for Star bagholders You are literally on death row you could have left at any time but you stay to await the executioners chair ๐Ÿ™"  
[X Link](https://x.com/bowtiedstocks/status/1895257838576115785) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-02-27T23:40Z 5436 followers, 8411 engagements


"Thread of ASX market darlings that havent held up too well the last XX months Anyone heard of the nifty fifty Guess what the price you pay for something matters ๐Ÿงต First up $NXT.AX NextDc"  
[X Link](https://x.com/bowtiedstocks/status/1909171545744015858) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-04-07T09:09Z 5440 followers, 10.8K engagements


"House prices at 10x or more incomes and $CBA.AX trading at 3x book and 30x earnings And low unemployment Suggests theres a touch of fragility about the Australian economy If you are capable of assessing risk you would understand this And you would position accordingly"  
[X Link](https://x.com/bowtiedstocks/status/1927512787749679235) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-05-27T23:50Z 5441 followers, 21.3K engagements


"$JBH.AX JB Hifi - solid FY25 result from an outstanding retail business in a tough consumer environment Sales up XX% yoy NPAT grew XXX% Outstanding company but the issue here is one of valuation Its on about 30x earnings - not enough growth there to justify that"  
[X Link](https://x.com/bowtiedstocks/status/1954759807766073524) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-08-11T04:20Z 5439 followers, 4893 engagements


"$SCG.AX Scentre Group - operates XX Westfields across AU & NZ XXXX% occupancy and specialty rents escalating at XXX% And we have unemployment at XXX% inflation in target band and were cutting rates"  
[X Link](https://x.com/bowtiedstocks/status/1960308918699356409) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-08-26T11:50Z 5440 followers, 2874 engagements


"$SGR.AX Star Entertainment - one of its lenders is offloading its debt yet the SGR equity is still valued at $300m Have said it before I think the equity is a zero ๐Ÿฉ"  
[X Link](https://x.com/bowtiedstocks/status/1965371928916754734) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-09-09T11:09Z 5438 followers, 2054 engagements


"$DMP.AX Dominos Pizza - I told you it was a joke at $XX And I wasnt wrong - its down at less than half that at $XXXXX now The thing most people need to get a grasp of is basic maths"  
[X Link](https://x.com/bowtiedstocks/status/1968586229340938480) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-09-18T08:01Z 5441 followers, 8101 engagements


"$SGR.AX Star Entertainment Group Continues its inevitable descent towards zero ๐Ÿฉ I have zero clue why anyone still holds the equity in this"  
[X Link](https://x.com/bowtiedstocks/status/1970096314886369551) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-09-22T12:02Z 5438 followers, 2117 engagements


"Who lent this guy $1.8bn to buy downtrodden / third tier pubs at top of market cycle I think it will start with 'private' and end with 'credit'. And of course the ATO too $1.8bn debts on properties that cost $280m ๐Ÿคฃ Just laughable stuff"  
[X Link](https://x.com/bowtiedstocks/status/1974363304278831236) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-04T06:37Z 5435 followers, 18.1K engagements


"$GYG.AX A buyback is only value accretive to shareholders where the share price is below the actual value of the business Otherwise buying back overvalued shares is value destructive and a poor allocation of capital - it is actually seen amongst finance types as a cardinal sin"  
[X Link](https://x.com/bowtiedstocks/status/1976159780180983944) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-09T05:36Z 5438 followers, 6347 engagements


"We got an issue with the currency ๐Ÿ’ธ Gold AUD $6300+ / oz"  
[X Link](https://x.com/bowtiedstocks/status/1977982622124171457) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-14T06:19Z 5440 followers, 33.4K engagements


"@stationmum101 Only XX% ๐Ÿ˜‚ Any recommendations in the Brisbane / South East Qld area"  
[X Link](https://x.com/bowtiedstocks/status/1978064122240475632) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-14T11:43Z 5441 followers, 2160 engagements


"They got an issue with their currency too ๐Ÿ’ธ"  
[X Link](https://x.com/bowtiedstocks/status/1978603738794217853) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-15T23:27Z 5440 followers, 4382 engagements


"A bet on gold is really a bet against fiat currency A lot of faith has been lost in it much for good reason Comparing one currency to another currency isnt the right way to look at it Interestingly real gold is soaring but digital gold aka Bitcoin hasnt been"  
[X Link](https://x.com/bowtiedstocks/status/1978625488219156601) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-16T00:54Z 5438 followers, 1983 engagements


"@IFM_Economist I summed it up earlier today: The outcomes are looking more binary - either we get the Weimar Republic or we get a Housing crash Buckle up"  
[X Link](https://x.com/bowtiedstocks/status/1978769198131134476) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-16T10:25Z 5440 followers, 1791 engagements


"@London_W4 Where can we order Alastair"  
[X Link](https://x.com/bowtiedstocks/status/1978778080215695650) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-16T11:00Z 5440 followers, XXX engagements


"@PinguCapital @peleg_doron Youd think a CEO highlighting Risk Management in their profile would grasp this"  
[X Link](https://x.com/bowtiedstocks/status/1978958492892312043) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-16T22:57Z 5438 followers, XX engagements


"@LambDownUnder Housing crash because it is far less damaging overall But I acknowledge its politically unpalatable and with the current muppets in charge we could well end up with Weimar"  
[X Link](https://x.com/bowtiedstocks/status/1978977195000226270) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-17T00:11Z 5441 followers, XXX engagements


"@timbogong Probably Qlds most expensive street"  
[X Link](https://x.com/bowtiedstocks/status/1979128224325210334) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-17T10:11Z 5440 followers, XX engagements


"How does Qantas still not have Wi-Fi on flights What decade are we living in here Australia apparently one of the wealthiest countries on earth Wi-Fi on flights is too much though $QAN.AX"  
[X Link](https://x.com/bowtiedstocks/status/1933454020678750666) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-06-13T09:18Z 5441 followers, 23.2K engagements


"$PME.AX Pro Medicus - does $213m a year in annual revenue And the company is valued at $31bn Insane stuff You dont need to overcomplicate things"  
[X Link](https://x.com/bowtiedstocks/status/1955795703105773650) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-08-14T00:56Z 5441 followers, 6538 engagements


"$GYG.AX Guzman Gomez - $14m in profit for $3bn of market cap Do the math on that and its around 214x earnings Plenty to grow into"  
[X Link](https://x.com/bowtiedstocks/status/1958671545087533111) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-08-21T23:24Z 5439 followers, 44.5K engagements


"This is the correct take for the vast majority of people Earn a lot of money from something youre good at and then plow your savings into investments"  
[X Link](https://x.com/bowtiedstocks/status/1973536460973416878) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-01T23:52Z 5439 followers, 3395 engagements


"The difference between the US and Aussie share markets: Whats interesting is that while they both trade on high earnings multiples by historical standards ( 20x) The S&P500 continues to deliver earnings growth whereas ASX200 earnings going backwards"  
[X Link](https://x.com/bowtiedstocks/status/1973998608639791526) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-03T06:28Z 5441 followers, 13.6K engagements


"A few articles of late both in AU and abroad re accounting firms considering sales to private equity But doesn't this just benefit the current partners on the way out at the expense of all future partners PE wants its return future partners have to share that with them"  
[X Link](https://x.com/bowtiedstocks/status/1976533902912360645) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-10T06:22Z 5441 followers, 1574 engagements


"We got an issue with the currency ๐Ÿ’ธ Weimar vibes"  
[X Link](https://x.com/bowtiedstocks/status/1978334535570825407) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-15T05:38Z 5439 followers, 19.4K engagements


"@LadySurfer2000 @GeoffWilsonWAM @puppyeh1 @TaxPawspective thoughts"  
[X Link](https://x.com/bowtiedstocks/status/1978510162647228424) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-15T17:15Z 5441 followers, XXX engagements


"@gring01234 Looks like we get Weimar then Hope you got a good wheelbarrow"  
[X Link](https://x.com/bowtiedstocks/status/1978658765906866558) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-16T03:06Z 5439 followers, XXX engagements


"$CTT.AX Cettire down at 28.5c now People love a hot stock and story and a narrative and often getting sucked into that delivers this sort of outcome cc: $DMP.AX Dominos Pizza ๐Ÿ•"  
[X Link](https://x.com/bowtiedstocks/status/1934879753347170356) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-06-17T07:44Z 5439 followers, 1813 engagements


"$WOW.AX Woolworths shares down sharply today on a poor result Profitability falling yet the politicians that studied arts and political science will still tell us they are price gouging Big cut to the dividend The share price above $XX never made sense to me"  
[X Link](https://x.com/bowtiedstocks/status/1960507422524538909) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-08-27T00:59Z 5440 followers, 6887 engagements


"Its the story of the western world Demographics are very much against us"  
[X Link](https://x.com/bowtiedstocks/status/1975435748078977290) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-07T05:39Z 5440 followers, 3491 engagements


"Mondays going to be an interesting day for equities"  
[X Link](https://x.com/bowtiedstocks/status/1976970633780310302) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-11T11:18Z 5440 followers, 4819 engagements


"Real returns barely breakeven in our largest propadee markets"  
[X Link](https://x.com/bowtiedstocks/status/1977185763185107112) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-12T01:33Z 5441 followers, 5502 engagements


"One thing about Aussie propadee is it will never go to zero Sure your equity might if you are highly leveraged But the asset will always have some value Cryptocurrencies on the other hand Im not so sure"  
[X Link](https://x.com/bowtiedstocks/status/1977139182322827511) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-11T22:28Z 5442 followers, 6772 engagements


"@JustinM79380965 USD might follow a similar fate is my only concern"  
[X Link](https://x.com/bowtiedstocks/status/1978912272039682496) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-16T19:53Z 5441 followers, XX engagements


"The unemployment trend is pretty clearly up and this will most certainly continue Weimar Republic or Housing Crash I'm still not sure which one we're gonna get"  
[X Link](https://x.com/bowtiedstocks/status/1978960141895561682) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-16T23:03Z 5441 followers, 7026 engagements


"@STLChrisH Too rigorous and exercise routine actually gets in the way of running a business You only have so much energy and focus to devote Look at the Forbes billionaires list and how many are obsessive fitness fanatics Answer: not many"  
[X Link](https://x.com/bowtiedstocks/status/1979023344927219876) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-17T03:15Z 5441 followers, XXX engagements


"5% first home buyer scheme working beautifully ๐Ÿ‘ ๐Ÿ‘ ๐Ÿ‘"  
[X Link](https://x.com/bowtiedstocks/status/1979340035565691059) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-18T00:13Z 5441 followers, 21.5K engagements


"The fascinating thing about our housing market and government distortion Is that we might actually have a housing crash where the house prices crash upwards And this would be a far worse scenario than them crashing in nominal terms Have a think about that"  
[X Link](https://x.com/bowtiedstocks/status/1979356221720399938) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-18T01:17Z 5441 followers, 5967 engagements


"@GrantProctor4 Is the subcontinent a better place than Australia"  
[X Link](https://x.com/bowtiedstocks/status/1979566999744528849) [@bowtiedstocks](/creator/x/bowtiedstocks) 2025-10-18T15:15Z 5441 followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@bowtiedstocks "The Aussie economy might be in the shitter But if you look at large caps ($AFI.AXs largest holdings here) there are still a good number with exposure outside our domestic economy: $BHP $CSL $RMD $RIO $CAR $WDS $ARB $ALS $BXB $CPU $XRO $JHX The key issue is one of valuation"
X Link @bowtiedstocks 2025-10-04T02:18Z 5442 followers, 2384 engagements

"We got an issue with the currency ๐Ÿ’ธ Brisbane steak restaurant prices ๐Ÿฅฉ"
X Link @bowtiedstocks 2025-10-14T10:11Z 5441 followers, 37.6K engagements

"This is what happens when we try to build things in Australia Cross River Rail was meant to be completed by 2024 for total cost of $5.4bn True cost now expected at $19.0bn with 2029 delivery We are a joke of a people a disgace a worldwide laughing stock Currency is toast"
X Link @bowtiedstocks 2025-10-16T01:14Z 5441 followers, 17.4K engagements

"$CSL.AX CSL - an Aussie market darling and retiree favourite Those that got in at the IPO are never selling - the price just keeps going up That was the narrative until a few short years ago But last X years share price has gone nowhere underperforming markets"
X Link @bowtiedstocks 2024-07-22T02:40Z 5433 followers, 7073 engagements

"@berthon_jones A few examples you put in the latter bucket"
X Link @bowtiedstocks 2025-08-28T23:05Z 5433 followers, XXX engagements

"@yuanyicaonimei $TGF.AX"
X Link @bowtiedstocks 2025-09-24T03:47Z 5430 followers, XXX engagements

"First glance at the Govts super tax changes and it looks like some sanity has prevailed: - no tax on unrealised gains - thresholds to be indexed (as expected - people were screaming chicken little over this) XX% tax on earnings for balances $3m XX% for $10m Sensible"
X Link @bowtiedstocks 2025-10-13T03:57Z 5433 followers, 12.5K engagements

"Sustainable price growth @ClareONeilMP ๐Ÿคก๐Ÿคก๐Ÿคก"
X Link @bowtiedstocks 2025-10-15T00:57Z 5434 followers, 3132 engagements

"Brisbanes best steak restaurants: X. Walters X. Black Hide X. Deerys X. Moo Moos X. Norman Hotel X. Breaky Creek Hotel X. Morrison Hotel X. Regatta Boatshed X. Pineapple Hotel You wont find many insta thots photoing their food at these places either ๐Ÿฅฉ ๐Ÿด ๐Ÿป"
X Link @bowtiedstocks 2025-10-15T01:06Z 5433 followers, 11.7K engagements

"We got an issue with the currency ๐Ÿ’ธ (and the net zero scam)"
X Link @bowtiedstocks 2025-10-15T03:44Z 5433 followers, 14.3K engagements

"I wonder how people feel these days to be getting paid in confetti as costs around them skyrocket"
X Link @bowtiedstocks 2025-10-15T06:11Z 5433 followers, 4257 engagements

"$PME.AX Promedicus price to sales: 181x $MSFT Microsoft price to sales: 14x $NVDA Nivida price to sales: 30x Thank you for your attention to this matter"
X Link @bowtiedstocks 2025-08-15T00:18Z 5441 followers, 4305 engagements

"Will we get Weimar Republic or a Housing Crash (or both) Only time will tell"
X Link @bowtiedstocks 2025-10-17T23:08Z 5441 followers, 6756 engagements

"I wonder if these are all first home buyers using the governments X% deposit guarantee scheme ๐Ÿค” First Australian home buyers perhaps Are we still a country today you reckon or more resembling an economic zone"
X Link @bowtiedstocks 2025-10-17T23:36Z 5441 followers, 5327 engagements

"We got an issue with the currency ๐Ÿ’ธ"
X Link @bowtiedstocks 2025-10-14T00:00Z 5442 followers, 35.6K engagements

"Unemployment rising more sharply now Exactly as expected"
X Link @bowtiedstocks 2025-10-16T01:07Z 5441 followers, 9044 engagements

"Do we get Weimar Republic or do we get a Housing Crash The outcomes are looking more binary to me by the day Either way the middle class gets largely obliterated We would be in a better position if we were governed by chimpanzees"
X Link @bowtiedstocks 2025-10-16T01:36Z 5441 followers, 18.6K engagements

"Either you are long Weimar Republic or you are long an Australian Housing Crash For those playing at home there is no in between So which is it"
X Link @bowtiedstocks 2025-10-16T02:06Z 5442 followers, 10K engagements

"@AFLanalyser @benofbrisbane1 @IFM_Economist You still think its a likely scenario with a starting point of today"
X Link @bowtiedstocks 2025-10-16T22:56Z 5441 followers, XX engagements

"@AFLanalyser @benofbrisbane1 @IFM_Economist Well it didn't happen in Sydney in the past XX months nor in Melbourne (as well as years before that too) So your thesis doesn't hold in our two largest propadee markets"
X Link @bowtiedstocks 2025-10-16T23:06Z 5441 followers, XX engagements

"There wont be a second date but at least she has been forewarned were heading for either the Weimar Republic or a Housing Crash"
X Link @bowtiedstocks 2025-10-16T23:33Z 5441 followers, 13.3K engagements

"We got a major problem with the currency ๐Ÿ’ธ Gold will be at AUD $7000 soon"
X Link @bowtiedstocks 2025-10-17T01:02Z 5441 followers, 11.3K engagements

"@mettifo79 @SpachusAus Very possible house prices crash upwards"
X Link @bowtiedstocks 2025-10-17T01:04Z 5441 followers, XX engagements

"If you think we're not experiencing a period where our currency is being rapidly debased I'd say you're probably not paying enough attention"
X Link @bowtiedstocks 2025-10-18T03:39Z 5441 followers, 8088 engagements

"Best steak restaurant in Brisbane For mine it is Walters steakhouse in the CBD a New York style steakhouse I dont think much else comes close"
X Link @bowtiedstocks 2025-10-14T21:51Z 5441 followers, 19.4K engagements

"The only people that will tell you they took took much risk are the ones that got wiped out But thats a lesson that only gets learnt in hindsight"
X Link @bowtiedstocks 2025-10-18T00:40Z 5441 followers, 1442 engagements

"There wont be a second date but at least she now knows how the Aussie propadee Ponzi economy really works"
X Link @bowtiedstocks 2025-10-18T07:04Z 5441 followers, 2540 engagements

"Do people agree with this Interested in views and counter views"
X Link @bowtiedstocks 2025-10-12T11:30Z 5441 followers, 14.2K engagements

"Can you see the similarity yet Wheelbarrows of cash for an ounce of gold"
X Link @bowtiedstocks 2025-10-15T05:53Z 5441 followers, 4311 engagements

"We got an issue with the currency ๐Ÿ’ธ Hiking rates way higher fixes this"
X Link @bowtiedstocks 2025-10-15T12:05Z 5441 followers, 4597 engagements

"Stagflation arriving soon Exactly to be expected based on recent govt policy"
X Link @bowtiedstocks 2025-10-16T01:30Z 5441 followers, 7833 engagements

"Hedges Ave PROPADEE ๐Ÿš€ Some big monsters along this strip zero overall curation its a hodge podge These prices will again fall XX% + from their real values today just like they did during the GFC GC is funny - everyone is a property millionaire here but theres zero class"
X Link @bowtiedstocks 2025-10-16T08:11Z 5441 followers, 6113 engagements

"-2% might actually be quite good in USD relative to what the AUD will get you in a decades time"
X Link @bowtiedstocks 2025-10-18T01:06Z 5441 followers, 2674 engagements

"@LadySurfer2000 Which ones do you like in particular"
X Link @bowtiedstocks 2025-10-18T04:07Z 5441 followers, XXX engagements

"@TerraAustralisF ๐Ÿ’ฏ Shes better off with the real estate agent"
X Link @bowtiedstocks 2025-10-18T10:58Z 5441 followers, XX engagements

"$DMP.AX Dominos Pizza - who would have thought the COVID lockdown boost would not be extrapolatable into perpetuity And STILL on a PE x XX Youre paying a lot for your pepperoni here ๐Ÿ•"
X Link @bowtiedstocks 2024-07-18T01:31Z 5441 followers, 27.2K engagements

"$SGR.AX Star Entertainment Group at XXXXX cents This thing could actually be a zero ๐Ÿฉ"
X Link @bowtiedstocks 2024-11-28T23:53Z 5436 followers, 15K engagements

"RBA cash rate since 1990 It may sound absurd but the current rate doesn't look abnormally high to me"
X Link @bowtiedstocks 2025-02-19T02:43Z 5435 followers, 16.7K engagements

"$GYG.AX Guzman Gomez - half yr profit $7.3m total market cap $4.6bn $RFG.AX Retail Food Group - half year profit $7.3m total market cap $131m The markets are efficient and rational places that attract the best and brightest minds every day"
X Link @bowtiedstocks 2025-02-20T22:18Z 5441 followers, 27.9K engagements

"$CBA.AX Commonwealth Bank - the most expensive bank in the world and it isn't growing ๐Ÿคฃ This is all you need to know really"
X Link @bowtiedstocks 2025-02-27T07:37Z 5439 followers, 16.3K engagements

"$SGR.AX Star Entertainment - sending prayers for Star bagholders You are literally on death row you could have left at any time but you stay to await the executioners chair ๐Ÿ™"
X Link @bowtiedstocks 2025-02-27T23:40Z 5436 followers, 8411 engagements

"Thread of ASX market darlings that havent held up too well the last XX months Anyone heard of the nifty fifty Guess what the price you pay for something matters ๐Ÿงต First up $NXT.AX NextDc"
X Link @bowtiedstocks 2025-04-07T09:09Z 5440 followers, 10.8K engagements

"House prices at 10x or more incomes and $CBA.AX trading at 3x book and 30x earnings And low unemployment Suggests theres a touch of fragility about the Australian economy If you are capable of assessing risk you would understand this And you would position accordingly"
X Link @bowtiedstocks 2025-05-27T23:50Z 5441 followers, 21.3K engagements

"$JBH.AX JB Hifi - solid FY25 result from an outstanding retail business in a tough consumer environment Sales up XX% yoy NPAT grew XXX% Outstanding company but the issue here is one of valuation Its on about 30x earnings - not enough growth there to justify that"
X Link @bowtiedstocks 2025-08-11T04:20Z 5439 followers, 4893 engagements

"$SCG.AX Scentre Group - operates XX Westfields across AU & NZ XXXX% occupancy and specialty rents escalating at XXX% And we have unemployment at XXX% inflation in target band and were cutting rates"
X Link @bowtiedstocks 2025-08-26T11:50Z 5440 followers, 2874 engagements

"$SGR.AX Star Entertainment - one of its lenders is offloading its debt yet the SGR equity is still valued at $300m Have said it before I think the equity is a zero ๐Ÿฉ"
X Link @bowtiedstocks 2025-09-09T11:09Z 5438 followers, 2054 engagements

"$DMP.AX Dominos Pizza - I told you it was a joke at $XX And I wasnt wrong - its down at less than half that at $XXXXX now The thing most people need to get a grasp of is basic maths"
X Link @bowtiedstocks 2025-09-18T08:01Z 5441 followers, 8101 engagements

"$SGR.AX Star Entertainment Group Continues its inevitable descent towards zero ๐Ÿฉ I have zero clue why anyone still holds the equity in this"
X Link @bowtiedstocks 2025-09-22T12:02Z 5438 followers, 2117 engagements

"Who lent this guy $1.8bn to buy downtrodden / third tier pubs at top of market cycle I think it will start with 'private' and end with 'credit'. And of course the ATO too $1.8bn debts on properties that cost $280m ๐Ÿคฃ Just laughable stuff"
X Link @bowtiedstocks 2025-10-04T06:37Z 5435 followers, 18.1K engagements

"$GYG.AX A buyback is only value accretive to shareholders where the share price is below the actual value of the business Otherwise buying back overvalued shares is value destructive and a poor allocation of capital - it is actually seen amongst finance types as a cardinal sin"
X Link @bowtiedstocks 2025-10-09T05:36Z 5438 followers, 6347 engagements

"We got an issue with the currency ๐Ÿ’ธ Gold AUD $6300+ / oz"
X Link @bowtiedstocks 2025-10-14T06:19Z 5440 followers, 33.4K engagements

"@stationmum101 Only XX% ๐Ÿ˜‚ Any recommendations in the Brisbane / South East Qld area"
X Link @bowtiedstocks 2025-10-14T11:43Z 5441 followers, 2160 engagements

"They got an issue with their currency too ๐Ÿ’ธ"
X Link @bowtiedstocks 2025-10-15T23:27Z 5440 followers, 4382 engagements

"A bet on gold is really a bet against fiat currency A lot of faith has been lost in it much for good reason Comparing one currency to another currency isnt the right way to look at it Interestingly real gold is soaring but digital gold aka Bitcoin hasnt been"
X Link @bowtiedstocks 2025-10-16T00:54Z 5438 followers, 1983 engagements

"@IFM_Economist I summed it up earlier today: The outcomes are looking more binary - either we get the Weimar Republic or we get a Housing crash Buckle up"
X Link @bowtiedstocks 2025-10-16T10:25Z 5440 followers, 1791 engagements

"@London_W4 Where can we order Alastair"
X Link @bowtiedstocks 2025-10-16T11:00Z 5440 followers, XXX engagements

"@PinguCapital @peleg_doron Youd think a CEO highlighting Risk Management in their profile would grasp this"
X Link @bowtiedstocks 2025-10-16T22:57Z 5438 followers, XX engagements

"@LambDownUnder Housing crash because it is far less damaging overall But I acknowledge its politically unpalatable and with the current muppets in charge we could well end up with Weimar"
X Link @bowtiedstocks 2025-10-17T00:11Z 5441 followers, XXX engagements

"@timbogong Probably Qlds most expensive street"
X Link @bowtiedstocks 2025-10-17T10:11Z 5440 followers, XX engagements

"How does Qantas still not have Wi-Fi on flights What decade are we living in here Australia apparently one of the wealthiest countries on earth Wi-Fi on flights is too much though $QAN.AX"
X Link @bowtiedstocks 2025-06-13T09:18Z 5441 followers, 23.2K engagements

"$PME.AX Pro Medicus - does $213m a year in annual revenue And the company is valued at $31bn Insane stuff You dont need to overcomplicate things"
X Link @bowtiedstocks 2025-08-14T00:56Z 5441 followers, 6538 engagements

"$GYG.AX Guzman Gomez - $14m in profit for $3bn of market cap Do the math on that and its around 214x earnings Plenty to grow into"
X Link @bowtiedstocks 2025-08-21T23:24Z 5439 followers, 44.5K engagements

"This is the correct take for the vast majority of people Earn a lot of money from something youre good at and then plow your savings into investments"
X Link @bowtiedstocks 2025-10-01T23:52Z 5439 followers, 3395 engagements

"The difference between the US and Aussie share markets: Whats interesting is that while they both trade on high earnings multiples by historical standards ( 20x) The S&P500 continues to deliver earnings growth whereas ASX200 earnings going backwards"
X Link @bowtiedstocks 2025-10-03T06:28Z 5441 followers, 13.6K engagements

"A few articles of late both in AU and abroad re accounting firms considering sales to private equity But doesn't this just benefit the current partners on the way out at the expense of all future partners PE wants its return future partners have to share that with them"
X Link @bowtiedstocks 2025-10-10T06:22Z 5441 followers, 1574 engagements

"We got an issue with the currency ๐Ÿ’ธ Weimar vibes"
X Link @bowtiedstocks 2025-10-15T05:38Z 5439 followers, 19.4K engagements

"@LadySurfer2000 @GeoffWilsonWAM @puppyeh1 @TaxPawspective thoughts"
X Link @bowtiedstocks 2025-10-15T17:15Z 5441 followers, XXX engagements

"@gring01234 Looks like we get Weimar then Hope you got a good wheelbarrow"
X Link @bowtiedstocks 2025-10-16T03:06Z 5439 followers, XXX engagements

"$CTT.AX Cettire down at 28.5c now People love a hot stock and story and a narrative and often getting sucked into that delivers this sort of outcome cc: $DMP.AX Dominos Pizza ๐Ÿ•"
X Link @bowtiedstocks 2025-06-17T07:44Z 5439 followers, 1813 engagements

"$WOW.AX Woolworths shares down sharply today on a poor result Profitability falling yet the politicians that studied arts and political science will still tell us they are price gouging Big cut to the dividend The share price above $XX never made sense to me"
X Link @bowtiedstocks 2025-08-27T00:59Z 5440 followers, 6887 engagements

"Its the story of the western world Demographics are very much against us"
X Link @bowtiedstocks 2025-10-07T05:39Z 5440 followers, 3491 engagements

"Mondays going to be an interesting day for equities"
X Link @bowtiedstocks 2025-10-11T11:18Z 5440 followers, 4819 engagements

"Real returns barely breakeven in our largest propadee markets"
X Link @bowtiedstocks 2025-10-12T01:33Z 5441 followers, 5502 engagements

"One thing about Aussie propadee is it will never go to zero Sure your equity might if you are highly leveraged But the asset will always have some value Cryptocurrencies on the other hand Im not so sure"
X Link @bowtiedstocks 2025-10-11T22:28Z 5442 followers, 6772 engagements

"@JustinM79380965 USD might follow a similar fate is my only concern"
X Link @bowtiedstocks 2025-10-16T19:53Z 5441 followers, XX engagements

"The unemployment trend is pretty clearly up and this will most certainly continue Weimar Republic or Housing Crash I'm still not sure which one we're gonna get"
X Link @bowtiedstocks 2025-10-16T23:03Z 5441 followers, 7026 engagements

"@STLChrisH Too rigorous and exercise routine actually gets in the way of running a business You only have so much energy and focus to devote Look at the Forbes billionaires list and how many are obsessive fitness fanatics Answer: not many"
X Link @bowtiedstocks 2025-10-17T03:15Z 5441 followers, XXX engagements

"5% first home buyer scheme working beautifully ๐Ÿ‘ ๐Ÿ‘ ๐Ÿ‘"
X Link @bowtiedstocks 2025-10-18T00:13Z 5441 followers, 21.5K engagements

"The fascinating thing about our housing market and government distortion Is that we might actually have a housing crash where the house prices crash upwards And this would be a far worse scenario than them crashing in nominal terms Have a think about that"
X Link @bowtiedstocks 2025-10-18T01:17Z 5441 followers, 5967 engagements

"@GrantProctor4 Is the subcontinent a better place than Australia"
X Link @bowtiedstocks 2025-10-18T15:15Z 5441 followers, XXX engagements

creator/twitter::1593904293475909633/posts
/creator/twitter::1593904293475909633/posts