Homebuilders Outwit the Central Bank!
Every now and again you come across a development that looks remote and innocuous…but is so much more! I just found one…‘the buydown’. What is it and why does it matter? Read on…
Australian Housing Market
When you read articles about Australian housing affordability, it is often comparing the single average adult wage to house prices, from generations ago.
The articles generally say something like, ‘a house was worth three times the annual average wage back in the sixties and is now worth 10 times the average wage. This shows housing has become unaffordable.’
You can’t compare the two because back in the sixties it was one wage bidding on real estate.
Exclusive Interview with The Kouk, Winner of ‘The Great Housing Debate’
Today we have a special interview with Stephen ‘The Kouk’ Koukoulas. He is a bit of a legend in the Australian economics scene, having worked for the Commonwealth Bank, TD Securities, and Citibank, among other big-name institutions. He also worked as an economic advisor to former Prime Minister Julia Gillard. Late last year, he took part in ‘The Great Housing Debate’ with Coolabah Capital’s Chris Joye. Tune in below…
How the West Lost the Third World War
In today’s Land Cycle Investor, we have an exclusive follow up Q&A with global forecaster David Murrin after our interview a few weeks back. Among other things, we cover David’s opinions on where investors should be putting their money whilst facing the prospect of war at the end of this cycle. Tune in below…
Is Westpac Right About Future Interest Rate Cuts?
In today’s Land Cycle Investor, Westpac is predicting seven interest rate cuts between 2024 and 2025 as the economy looks to be heading into a recession. It’s clear money is still flowing in real estate, but only for the financiers — the biggest beneficiaries of rising rates — that have a licence to mortgage the earth and reap from the never-ending streams of interest. What does this mean for the real estate cycle? Read on…
Have We Hit the Bottom?
In today’s Land Cycle Investor, there are a few indicators that show we’re not facing the doom and gloom that’s being peddled by the majors. In fact, if anything, it looks like the market could plateau out in the months ahead. Read on for my analysis…
Hunting Alpha in Today’s Market
Today’s Daily Reckoning Australia looks into the housing market, at least via the stock market. It’s certainly not booming, but the outlook doesn’t appear as dire as some would have you believe. Plus, where else might we look for an investment opportunity? Read on to find out…
