Equity Mates Investing @EquityMates

Every investor needs an Equity Mate. Join the community & learn to invest from beginning to dividend. No jargon, we guarantee. equitymates.beehiiv.com/subscribe/ Sydney, New South Wales Joined February 2017

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Equity Mates Investing @EquityMates

5 days ago

Is there an inverse relationship between an AI model's revenue growth and talk of its existential risk?

Rand Group @randgroup

6 days ago

AI companies spent 2026 telling us AI would end the world. Same year their revenue growth started flattening. Probably a coincidence 🤡 Source: @FinanceLancelot

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Equity Mates Investing @EquityMates

6 days ago

With so much economic anxiety in the air, it's good to remember there are still good things happening. Low child mortality is one of the top indicators of socioeconomic progress, and the global average is down 85% in the past 75 years.

Max Roser @MaxCRoser

2 weeks ago

The share of children who died before they were 5 years old in 1950 and 75 years later. Africa: 33% ↘ 6% Asia: 25% ↘ 2.5% Oceania: 9.3% ↘ 2% Latin America: 21% ↘ 1.5% Northern America: 3.8% ↘ 0.6% Europe: 10.5% ↘ 0.4% Globally: 23% ↘ 3.5%

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Equity Mates Investing @EquityMates

7 days ago

The post-pandemic financial boom has not been an equal one. Wages have been chewed up by high inflation, and rising asset values benefited those who can buy them. A reminder of why investing is so vital for beating inflation and building wealth in the long run. Credit: WSJ

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Equity Mates Investing @EquityMates

3 weeks ago

Markets are betting that Meta's Muse AI agents will be able to find us a better deal

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Equity Mates Investing @EquityMates

3 weeks ago

It's amazing what difference a year makes

Shane Oliver @ShaneOliverAMP

3 weeks ago

Its amazing how RBA cash rate expectations have changed from a year ago. I suspect just as many were too optimistic on rates a year ago many may now be getting too pessimistic.

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Equity Mates Investing @EquityMates

3 weeks ago

equitymates.com/friday-fundie/…

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Equity Mates Investing @EquityMates

3 weeks ago

Can you guess the stock? It has world-class brand equity, despite only shipping a few thousand products each year. Its buyers are collectors and are insensitive to price. It's a luxury brand founded in Modena, Italy. Guess in the comments, or you could just read the article:

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Equity Mates Investing @EquityMates

3 weeks ago

As expected the RBA raised rates 25 basis points to 4.6%. This is the 4th rate rise this year and takes rates to the highest level in 15 years. These 4 hikes have added about $390 a month to a $600k mortgage.

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Equity Mates Investing @EquityMates

3 weeks ago

Wild - China's lead in robotics keeps growing

Kyle Chan @kyleichan

3 weeks ago

China installed more industrial robots in 2025 than the rest of the world combined. International Federation of Robotics: ifr.org/ifr-press-rele…

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Equity Mates Investing @EquityMates

4 weeks ago

Australian politicians lead that world in using AI to write their speeches. From the Economist - more than 20% of speeches in Australia's House of Reps were written using AI. I wonder if Albo used AI to write about OpenAI's Medicare hack? Link: economist.com/britain/2026/0…

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Equity Mates Investing @EquityMates

4 weeks ago

Microsoft is the only hyperscaler not borrowing to build data centres. In fact, its debt is actually shrinking. In its Q3 10-Q the total face value of debt dropped from $49.2bn to $46.2bn. This will be an interesting dynamic as the data centre build out continues.

Oguz Erkan @oguzerkan

4 weeks ago

This is why you need to own $MSFT. Unlike other hyperscalers, it hasn’t issued any corporate debt to finance the AI buildout. It has the largest backlog among the hyperscalers and it’s still the least leveraged.

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Equity Mates Investing @EquityMates

4 weeks ago

The US has more data centre capacity (planned or in operation) than the next 14 countries combined. China may build infrastructure faster, but the US has a massive head start and has a much larger pipeline.

Ernie Tedeschi @ernietedeschi

a month ago

This chart in particular is incredible.

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Equity Mates Investing @EquityMates

4 weeks ago

Australia's GDP per capita by state. Mining states dominate with WA roughly 50% above the national average. But here's the catch: GDP per capita measures what a state produces, not what its residents earn. NT is second on this list but near last on household disposable income.

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Equity Mates Investing @EquityMates

4 weeks ago

Ally grabbed coffee with NorthStar Impact's Claudia Kwan to learn about the small-cap critical minerals, commodities and electrification companies emerging as big AI winners on the ASX. equitymates.com/friday-fundie/…

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Equity Mates Investing @EquityMates

a month ago

Australian property prices keep sliding. Sydney may have fallen furthest, but Brisbane, Adelaide and Perth are following similar trajectories.

Tarric Brooker aka Avid Commentator 🇦🇺 @AvidCommentator

a month ago

Australian housing price falls from the peak by capital city.

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Equity Mates Investing @EquityMates

a month ago

Technology is deflationary. The cost of lighting has dropped more than 16,000x since the early 14th century. A reminder that over the long term, technology often brings prices down. Sometimes to the point where we can’t even imagine a world without it.

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Equity Mates Investing @EquityMates

a month ago

In the US and UK, fewer and fewer people are drinking. The same holds true in Australia. A November 2025 survey by ANZ found 47% of Australians had cut back or quit drinking entirely over the past year.

Mark Wallace @wallaceme

a month ago

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Equity Mates Investing @EquityMates

a month ago

Experts are almost unanimously predicting another 25 bp rate hike in September - taking Australia's cash rate from 4.35% to 4.6%. For context, the cash rate hasn't been that high since 2011. So, what does this mean for Australians? Find out here: equitymates.com/general/rate-h…

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Equity Mates Investing @EquityMates

a month ago

Data centres are eating everything

Ben Hunt @EpsilonTheory

2 months ago

good lord wsj.com/economy/consum…

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Equity Mates Investing @EquityMates

a month ago

In 2021, almost 100 companies of the S&P 500 were trading with a forward price-to-earnings of 40 or more. Today, it is 27. There is a fair question about how sustainable earnings are in this AI-fuelled moment, but this isn't a speculative stock market bubble.

Phil Rosen @philrosenn

a month ago

Only 27 companies in the S&P 500 are "expensive" with a forward P/E above 40x. That's the same number as the 2022 bear market and 2020 COVID crash. Yet the index just closed 1.8% from its record high. Unreal chart from @mattcerminaro.