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V is the WORD

V is the WORD

    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 unpredictable environment also spells...

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Are leaders gambling against Covid-19?

Are leaders gambling against Covid-19?

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 unfold.  The seemingly unbelievable death tolls that were forecast have unfortunately...

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Governments go to war and spend up

Governments go to war and spend up

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 the range is a 2.9 percent to 17 percent! Clearly...

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How high can the Australian house price boom go?

How high can the Australian house price boom go?

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 here about residential property potentially facing a Wile E...

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Lies, damn lies, and Coronavirus

Lies, damn lies, and Coronavirus

Many governments are not being transparent about what is going on as a result of COVID-19.  There are enough unknowns without having to deal with ‘fake news’ and government cover ups.  At the time of writing the official number of COVID-19 cases worldwide reached...

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