Search results

Graemsay, what i question is the "inflation" figure... and adjusting for inflation. What is inflation, how is it calculated? Most of us know the theory but in real world practice its impossible.. Completely agree that 90s represented a good buy, it is easy to see using basic yields ...

For many years I had been looking at various long term graphs etc to determine if there was a huge housing bubble and if prices would drop drastically. I looked at various long-term graphs, including australian house prices and many of them there clearly showed a huge jump starting from mid...

Hi HJ, Do you have a nominal graph, not adjusted for inflation .. one with log scale would be perfect.. Not sure how "real" the "real house prices" in the chart are.. im not a fan of adjusting nominal prices for "inflation" ... As inflation is the biggest bogey in the whole system...

Maybe the govt is much smarter than we think.. hence the substantial increase in population in last decade.. That model has worked so far, but does not work when unemployment is rising. Added to that there is more political pressure during those "tough times"and backlash against migration ...

I dont really know much about gold, so pardon my ignorance.. But i do know a bit about economics and the current financial system. After reading this thread I was thinking about how a gold backed system may work, and the advantages / dis-advantages of such a system. I think the advantages are...

TC, A steady flow over 20 years is exactly the tidal impact i am worried about when combined with other factors. I am currently looking to get some IPs and have negotiated some goods deals. Though back in my mind I am concerned, as I think there are two big changes when combined will cause a...

hi Sunfish, you're right, i for one dont know exactly what each and every one of them will do, but collectively there will be similar things / trends arising. From financial / asset perspective just need to understand the macro changes.

yeah thats an interesting point.. the IR and bond cycles are definitely displaying this pattern.. Also forgot to add more pensions to hand out relative to workers to collect tax from. So govt may have to "adjust" the budget, less spending on some areas, more on hospitals beds and nurses...

Cheers patto... This graph paints the picture.. Its the relative size of BB compared to their previous generation that makes them very relevant. As a percent BB are probably 200% bigger then the previous gen, but the following gen is only 30%? bigger then BB (I dont know the exact numbers but...

With the first of the oldest baby boomers reaching the "official" retirement age next year, what do you guys think will be the impact on various assets, and in particular the various property markets in australia? Which asset and prop markets will benefit and which will loose out ? Baby...

Thats a great point MIW, probably one that deserves its own thread?? Happy to start if off and hear your and other forum members views...

its more a gut feel than anything.. based on reading between the lines of what Glenn Stevens comments were and also comments by some bank CEOs and their recent actions this year.. btw i DIDNT mean if RBA rates are 4.5% then resi loans will be 8% and business loans will be 7% ... what i...

I have a feeling there is some change coming in terms of interest rate spreads... I rekon banks are going to focus divert lending towards business, including commercial prop, and thus reduce spreads on those loans while increasing spreads on residential loans ... If this eventuates in...

its been a while .. but this seemed like an interesting topic close to heart .. so thought i'll have a go with some analysis.. DG, yes there have been increasing number of reports about big bubble in lil china .. chanos a china bear seems to be quoted regularly in various articles. Nothing...

Cheers for the contributions guys. From my point of view i'll break in into short (few months) , medium (few months - few years) and long term (>5 years). Short term: i think Q4 US GDP and various other countries GDPs may be stellar. Mainly because they are reported as gdp growth from...

Starting a new thread to discuss and share ideas about "what next" in terms of economy investments. Its apparent now that globally economies are recovering, and australia in particular is doing well (along with various emerging countries). So the question becomes appopriate "what next"?

Still in the sharemarket… will ride it for as long as it wants to go. A lot of positive news and sentiment are building up, esp domestically, so since about June domestic stocks like banks etc have performed very well… I didn’t pick up any banks, but they done very well … I think element of...

.... so where to from here.. equity markets have exploded from the lows. They have been backed by turn in various economic indicators and also earnings beating forecasts .. short term the market is stretched up. Economically I think sept, dec and 2010 march qtr will be quite strong. After...

its been a while, so i thought i'd venture on and see whats happening. Its been a really big year for me. Bought a PPOR at Sydney bayside suburb not far from water, on big land, with ability to build duplex - for what i considered a good price. Its a shabby old house, requiring quite abit of...

Cheers guys.. just doing what I love doing.. investing.. I don’t post too often, esp about property (even though it is a property forum) because just get tagged as D&G, even though my views aren’t that dramatic. Hi boz, im not into short term trading (weeks, months).. I look for trends (long...