China Bears Come Out to Play
Here’s something else: The Economist also reported back in August that China has a grand plan to lift the productivity of its economy.
Go DOWN in Size To Win BIG
Go DOWN in Size To Win BIG
This article points out that this ‘enlarged’ BHP would occupy 11% of the ASX 200. You get to about 50% of the index if you add in the big banks, the other big iron ore miners, Telstra, Wesfarmers, and Woolworths.
Shares With Big Cash Flows and Big Possibilities
Shares With Big Cash Flows and Big Possibilities
Not every stock will go up of course, but the gold sector is also offering big cash flows. Gold is more than $2,400 an ounce for Aussie miners…that’s big margins.
Kerry Stokes: Bang On the Money — Current State Of Asset Markets
Kerry Stokes: Bang On the Money — Current State Of Asset Markets
One of Australia’s best businessmen just summed up the current state of asset markets. Take a bow Kerry Stokes!A journo was quizzing the great man about the low interest rate policy of the central banks currently…
Rational Response to Government Stupidity — Australian Property Market
Rational Response to Government Stupidity — Australian Property Market
Australia’s property market will keep inflating…so whichever mortgage lender can monetise this best is as close as you get to a slam dunk in something as capricious as the share market.
Outmuscling the Big Four Banks
Outmuscling the Big Four Banks
We know the big banks are cutting branches to remove costs and drive their digital channels. Is this making the market more dependant on broker referrals? It seems likely.
Delta to Lock in Housing Bubble
Delta to Lock in Housing Bubble
Oh dear. The stage is set for the RBA to inflate a giant housing bubble on one front while they fight COVID on the other…
Property Boom Can Equal Stock Profits — Real Estate Market Outlook
Property Boom Can Equal Stock Profits — Real Estate Market Outlook
Suffice to say that property insights can inform the stock market and vice versa. Make sure you’re putting these kinds of insights to work in your portfolio by going here.
Unleashed: Property Speculation
Unleashed: Property Speculation
The property market booms are by their nature dated: they cannot last forever because it is not productive behaviour driving them. When’s the boom going to end? And how do you take advantage of it in the meantime?
Property Prices and Wage Strikes — Aussie Property Cycle
Property Prices and Wage Strikes — Aussie Property Cycle
The locational values of these property titles, probably originally agricultural, inflate as the city grows.
