Who's fixing, who's riding the variable wave? - We're about to come off our fixed 2.09 and need to stick with NAB / Defence due to DHOAS.

Debating locking in 5.99 for 2 years to just keep anxiety at bay.

We started our mortgage with rates in the 5s and have paid as if it's a 6 forever.

Who's riding the waves and who's looking to fix?

Also, for context, retail rates were around 7-8% when I had my cash in a term deposit a decade or so ago.

Berkshire is hoarding so. much. cash.

Intel’s been lagging behind for years, while AMD has pulled far ahead in both consumer and professional-grade chips, it’s really not a close race anymore.

There’s this idea floating around that throwing enough cash at Intel will suddenly turn them into the next TSMC. But semiconductor manufacturing isn’t something you can ... See More rush, it’s a complex, slow-moving process that takes years of precision and experience.

Intel could recover some ground eventually, but framing them as the savior of American chipmaking feels more like a political talking point than a practical reality.

Buffet indicator is showing some wild times ahead perhaps, combine that with Berkshires record high cash hoard of 30%... chart via barchart.com / Longtermtrends

Looks like we're going through something, but who would have thought with all these tarrifs, inflation and trade wars going on

Where does this end up long term with small stocks suffering white giant caps are taking all the coin?

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