Housing myths exploded
That’s because land values, credit, and other housing influences have combined to drive them sky-high.
Australian Mortgage Wars and Battles
Australian Mortgage Wars and Battles
The Australian Prudential Regulation Authority (APRA) is preparing banks for the possibility of tougher curbs on mortgage lending,
Five Sectors I’m Avoiding…and One I’m Liking!
Five Sectors I’m Avoiding…and One I’m Liking!
One sector has a big run. Then people act as if it will go on forever. All these stocks have already boomed. If you’re looking now,
China News Flow: Same, Same…But Different
China News Flow: Same, Same…But Different
It hasn’t held above US$100 — something I thought it would do. Iron ore inventories appear to be rising in China (if we can trust the data).
The ‘Arb’ Opportunity in REITs
The ‘Arb’ Opportunity in REITs
This is one reason I’ve told my subscribers to accumulate Real Estate Investment Trusts (REITs) in the last 12 months or so.
Dyson Pricks the ESG Fantasy
Dyson Pricks the ESG Fantasy
You could argue Dyson was always going to be a niche and small volume producer, so was never going to be cheap anyway.
China’s Fake Property Crisis
China’s Fake Property Crisis
Compare that to Australia, where the Big Four banks have about 70% of their assets in mortgage loans. The property debt risk is arguably much higher in Australia than it is in China.
Adam Smith to Philip Lowe: The ‘Peculiar’ Nature of Land
Adam Smith to Philip Lowe: The ‘Peculiar’ Nature of Land
Nobody — developers or investors — cares for your carpet or your taste in wallpaper. What they want to see is whether your property can benefit from a rising locational value — the earnings of land.
Grey Nomads and The Error of Imperial Spain
Grey Nomads and The Error of Imperial Spain
In other words, Spain’s imperial economy was not a ‘win win’ scenario. It was based on colonisation, slave labour, and serfdom.
Play The Property Boom This Way
Play The Property Boom This Way
Australian real estate expert, Catherine Cashmore, reveals why she thinks we could see the biggest property boom of our lifetimes
