V is the WORD Written by The Investor 31 July, 2020 Vaccine, V-shaped, Volatility AND Victory All news is now focused on vaccine trials and with it a V-shaped recovery and possible election victory for Trump. These high hopes in an extremely...
Hong Kong offers a silver lining for Australian property, shares remain in a bubble Written by The Investor 13 July, 2020 Last week Australians were warned by the Australian government that travel to mainland China could put them at risk of “arbitrary...
Are leaders gambling against Covid-19? Written by The Investor 29 June, 2020 Is the world disconnected from Covid-19 and will property collapse in 2020 as immigration evaporates? Since last writing in April we have seen the human devastation of Covid-19...
How do we transition to a world where the virus is part of everyday life? Written by The Investor 9 April, 2020 – Denial is gone as reality bites.- As globalisation fades and debt mounts, stagflation emerges.- Bonds and financials to underperform from...
Property Written by The Investor 24 March, 2020 Not since WWII have we seen government spending packages like these. They are unprecedented in peace times. Last week we tabled stimulus packages that ranged from 0.25 percent to 3.5 percent of GDP. This week...
Property Written by Damien Klassen 24 March, 2020 In the last three years, Australian houses have gone from boom to bust to boom, and are now eyeing off potential coronavirus weakness. Coronavirus is a huge issue. But let’s leave it aside for a now (I wrote...
