Tom Richardson

$NAB cheekily channels Rhianna on US/UK trade deal "We found love in a hopeless place. Yellow diamonds in the light; Now we're standing side by side; As your shadow crosses mine mine, mine, mine; We found love in a hopeless place, we found love in a hopeless place”

RT @LivewireMarkets: Google's share price crash signals that AI smartphone apps will replace search engines, with huge consequences for inv…

Believe it or not #stocks want to rally just because Bessent is flying to Switzerland to meet a China trade rep, also will be same weekend Putin and Xi meet Red Square, so I expect Beijing to rug pull the weekend's trade talks as it uses photo opps in Moscow to posture

Josh Young @Josh_Young_1

Leaked photo from Trump "major trade deal" https://t.co/52FkrgfrdZ

Future of news publishing is moving super fast as consumers get news through AI assistants on smartphones, this came up at Macquarie Conf + will AI apps be winner takes all like Google $GOOGL Search was, or 5 or so players including ChatGPT $META AI $NWS https://t.co/ADIy7t4hU1

RT @ChrisWeston_PS: *TRUMP EXPECTED TO ANNOUNCE TRADE DEAL WITH BRITAIN THURS.: NYT Boom

RT @BLSHigh: $szl Sezzle WOW #bnpl up 40% pre market @tommyr345 Awesome results Q1 EPS $1 v .22c Upgraded EPS guidance $3.25 v $2.21 $ZIP…

$GOOGL now on ~14x annualised EPS + big buyback, Search under threat from ChatGPT, $META AI etc, remember Search was winner takes all market, AI assistants could be split, or winner takes all, META realised this hence why it launched standalone App as it has network for winter

Bloomberg @business

A stunning admission by Apple that it could replace Google search with AI on iPhones shows the shift to chatbots is real, @parmy says https://t.co/eSYvz45txq

$AVZ aims to sell ownership interest in Manono to Kobold for "fair value"

KoBold Metals @KoBold_Metals

Thanks @SecRubio, @US_SrAdvisorAF, & @Presidence_RDC for opening doors for US investment. @KoBold_Metals & @AvzMinerals agreed on a framework for KoBold to buy AVZ’s interests in the Manono lithium deposit in the DRC. We’ll make America & DRC safer, stronger & more prosperous https://t.co/VnTNNjKBp0

Talked with @ForagerSteve on the new rules of small-cap investing, how to beat the market, & what he thinks about #gold - Forager's Australian Equities Fund was top of Mercer's performance tables over 12 months to March 31 https://t.co/2Mgcw73ggL

Last year News Corp and OpenAI signed multi-year partnership so ChatGPT can source $NWS publishing content, Nine's not made much progress on this thorny issue, at Macquarie Australia Conference Stanton said "early conversations" on AI deals taken place, loaded issue given

Nine at Macquarie Conference, not much guidance on where the $1.4b from Costar will go, shareholders want some back + franking credits, some talk of Stan investment, CEO Stanton said Formula 1 rights (currently held by Foxtel) are in play, value likely going up with Piastri's

RT @Sino_Market: 🇨🇳🇺🇸Ministry of Commerce: #China has carefully evaluated the information provided by the United States. After fully consid…

$JBH COO Nick Wells tells Macquarie Conference retailer's suppliers uncertain on impact of tariffs, says $AAPL shifting out of China to India, so supply lines changing, "lots of our product comes out of China, will there be some capacity for us then? Maybe, we don't know for now"

James Hardie target Azek confirms guidance, reaffirms revenue $1.52 to $1.55B vs estimates $1.55B, q2 revenue $452.2m vs estimates $445.2m $JHX $AZEK

Fed buys $20b of the $58b 3-year note, balance sheet expanding & largest daily purchase since 2021, aka QE?

The Coastal Journal @1CoastalJournal

The Fed purchased over $20 billion worth of 3-year notes (bonds) today, marking the largest daily purchases since the era of QE in 2021. This significant move follows a week after the Fed provided liquidity via Discount window of $3.5 Billion. https://t.co/dh5uRFFlan

US 30-year climbing back to 4.87% as of now, we very briefly hit 5% April 9 the day Trump paused tariffs for 90 days, yield curve rising, #gold rising

Schroders' Aus equities boss Martin Conlon dismisses the valuation of $CBA & $PME politiely says market moves over last month lack "logic" - on stocks / macro / tariffs watch for bond investors' patience being tested via rising yields https://t.co/Ny9eLDgiJ5