The last cycle in Australian property saw the rise of a clique of developers that worked against the interests of ordinary Australians. They were the apartment...
Louis-Vincent Gave at GaveKal: There are two kinds of bubbles: bubbles in productive assets like railways, and broadband lines, and bubbles in scarcity assets like tulips...
Last week we received two very strong pieces of data pertaining to the Australian property market. First, CoreLogic released its dwelling value results for February 2021,...
Some interesting tweets from various financial mavericks overnight on the ongoing gold versus Bitcoin debate. Pater Schiff versus Mark Cuban: Congratulations to those who bought Bitcoin...
US Treasury Secretary, Janet Yellen, weighed in on Bitcoin last night, clearly on the negative side. This is important: It is a highly speculative asset and...
All recent data shows that Australian mortgage demand is white hot. The official lending commitments data from the Australian Bureau of Statistics (ABS) showed that the...
In a crazy world, the rational is irrational and the irrational rational. That is how I would describe the state of play in the gold versus...
The recent Chinese trade war on itself via Australia has contributed to tremendous rises in the iron ore price. If it needed any further convincing, this...
The National Broadband Network (NBN) is facing competitive threats on all fronts. Telstra, Optus and TPG are currently rolling out comparatively affordable, fast 5G wireless broadband...
Since COVID-19 struck and Australia’s nanny state kicked into gear, office occupancy has cratered. Whether this is a long-term phenomenon as work from home takes hold...