Latest Episodes
Seeking The Bottom, Choppy Waters For Markets Again!
This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and...
Mortgage Arrears Down; Offset Accounts Up!
The latest data from APRA shows a small fall in mortgage delinquencies and a rise in offset balances. The question is, is this significant...
Are Investors The Reason Home Prices Are Rising Into Unaffordability?
The trends are clear, in many western countries around the world, home prices have been rising, and in recent years rising fast. The underlying...
Another Bill Shock For Households!
As expected, and covered in my earlier posts, due to poor Government Gas policy over a long period leading to a Gas cartel, Electricity...
Seeking A Value Anchor In Stormy Weather: With Lynette Zang
I caught up with sound money advocate Lynette Zang, who is the Founder and CEO of Zang Enterprises. We spoke about the value destruction...
Some Green Shoots Midst The Gloom?
The narrative has turned quite negative recently despite the first rate cut in years, thanks to cash flow pressures, the overhang of poor housing...