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  1. boz

    Business Spectator - Analysis of Australian Property Market - Part 3

    Good, we definetly agree with that. I guess a lot of people on this forum trust you and your analysis, some trust me and my analysis, some is not sure about either and might want to read different views. I guess my warning was in any case usefull and appropriate.
  2. boz

    Business Spectator - Analysis of Australian Property Market - Part 3

    Yes, but I am not too worried about net foreign liabilities now. I was very very very worried last october after Lehman bankrupt and the world credit freeze and the AU$ was falling like there is no tomorrow (and as I said before I think the money swap with US saved Australia and NZ from...
  3. boz

    Business Spectator - Analysis of Australian Property Market - Part 3

    Quite funny! I don't think Shadow got the question, he might need to google about foreign liabilities. In his point number 5 just talk about australia debt which is a different thing (and by the way the RBA speach of september 2007 is outdated with the GFC caused by too much debt coming up in...
  4. boz

    Business Spectator - Analysis of Australian Property Market - Part 3

    OK, you are right, I was getting too personal nasty on you, (my excuse was that I was attacked for putting word in your mouth), my response in this thread was just a warning to reader that have not a good knowledge of the economy, fundamental and data about your one sided view post....I should...
  5. boz

    Business Spectator - Analysis of Australian Property Market - Part 3

    OK, 1m$+ in 5-6 years starting from january 2008, let's see, we are in middle 2009 and around 4.5 years to go, so no boom for the next 1.5 year (and price steady since your quote), I guess you are saying that in 2012 and 2013 we'll have 40%+ increase each of these years?
  6. boz

    Business Spectator - Analysis of Australian Property Market - Part 3

    Try google: shadow boom 2010, may be add the unamed forum...:rolleyes: here are some of your best quote that come up: May be that was another much more bullish Shadow...
  7. boz

    Business Spectator - Analysis of Australian Property Market - Part 3

    yes, and that will effect mortgages rate, who on earth will lend the money to home owner when you get same interest on treasury bonds?
  8. boz

    Business Spectator - Analysis of Australian Property Market - Part 3

    I didn't mind that AK article. The imbalance of money going into mortgages instead of businesses can be balanced with a different policy. For example taking off the government guarantee of deposit (or reduce greatly the limit) will lead more money going into business bond and not into banks...
  9. boz

    Business Spectator - Analysis of Australian Property Market - Part 3

    I like numerous source of info you often provide like the globalpropertyguide or even something like the housing finance link on abs website you post today in the part2, of course we like different part of it as it contain 32 pages...I find interesting this piece of data that it is quite hard to...
  10. boz

    Business Spectator - Analysis of Australian Property Market - Part 3

    I don't hate bears and I like Shadow posts (when he say something different and not when he write crappy stuff like these 3 analysis). I am not even a property bear. I mean, I do believe that property will fall somewhat in australia but I am used to walk over my ego everyday and I don't care...
  11. boz

    Business Spectator - Analysis of Australian Property Market - Part 3

    I just want to warn about the danger of these Shadow posting, that are not giving the reader a correct analyisis and most of important data is missing. I am not going to waste time reply point by point also because it has been done previously. I just quickly point a couple of things: first on...
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