Five Australian Headwinds
Five of Many Australian Headwinds An arduous task for a modeler is to forecast that which cannot. One thing that the official forecasters have consistently got wrong is the price of commodities and the impact they will have on government revenue. This is the price of these exports are determined in markets that are quite […]
The CCP is Defeated
The CCP is Defeated – What Now Modern warfare is industrial in scale and has a political imperative. It has been this way for centuries, if not millennia. The 20th century had many demonstrations of this. From at least the first world war and again with the end of the cold war and more recently. […]
Leverage Plain and Simple
Leverage Plain and Simple – The Path to Riches or Ruin When you stretch the time horizon long enough, you find things are less about winning or losing and more about playing or quitting. And leverage. Boiling this down to what this means in the world of business and investment, it means that the trick […]
Red Line Strategy vs Blueprint & Balance
Red Line Strategy vs Blueprint & Balance: Are We Trying To Crash Through If you want your vehicle to go faster, you can red line it. You take the number of revs your motor does closer to or over the red line in the tachometer. Apologies to those with EVs who may not get this […]
Australia’s Housing Affordability Crisis of 2023
Australia’s Housing Affordability Crisis of 2023 Australia’s housing affordability crisis of 2023 has eery similarities with the Greek Crises of late 2009. Instability following the global financial crisis was the trigger that spawned it. At its root were high levels of debt and at the branches were years of austerity. It was a harsh and […]
Net Overseas Migration and Productivity
Net Overseas Migration and Productivity In Australia The interplay between net overseas migration and productivity is important in determining the course of prosperity. Especially in our country. They are economic variables that play out over time in ways that are hard to see day to day. Because of current extreme deviations from the norm, we […]
Targets: A Communist Utopia By 2050
Targets And The Communist Utopia It feels like an era of communist utopia has returned. A time when central planning ruled and the drive to meet targets pushes all obstacles aside. Obstacles like the principles of finance, economics, engineering, and physics, just to name a few. Zealotry replaced thoughtful policy in pursuing goals that had […]
The Inverted Yield Curve
The Inverted Yield Curve Making Its Way To Australia An inverted yield curve in the US is making headline news in financial circles. The reason for this is the history of inverted yield curves being a powerful predictor of recessions. Inflation in the US has been at or below zero for short periods three times […]
The Great Economic Malaise
The Great Australian Economic Malaise There has been a great economic malaise that has afflicted Australia since the turn of the century. It has been stealthily making its impact felt until it has become the lens through which we view the state of the economy. It is the staged reduction in productivity which entered its […]
Work From Home and AI
Work From Home and Combine this with AI Technology Work from home may be the greatest cost shifting exercise own goal in history for employees. You get to take on responsibility for paying your bosses rent. A lot of what we hear about is the impact on office blocks in central business districts. Around the […]
