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a margin of safety is good - anyone spouting otherwise is a very obvious permabull (not that there's anything wrong with that...:p) double checking your DD is what it's all about. is your investing plan sustainable? are you buying a peak or a trough? will it matter either way? just go in...

sorry - i thought "time to buy" charts were inverse, that is, if it's going down then it's getting better, if it's going up then it's getting worse? and is that chart australia wide or just syd/melb? because it looks an AWFUL lot like the current melb situation.

the US have a rhetoric when it comes to developing - they build it all at once and then fill it slowly...."build it and they will come". presales are not uncommon, but definitely not the norm. Australia is VERY VERY VERY different to the US in this regard, and as i've stated before, any...

i'm just not paying for the "privilege" to take on a banks' risk anymore, in the "hope" for CG coming to me as a controlling party. i think i'm done with resi.

i don't know WW, tell me. please. i'm dying to hear. really.

i think i just had a light bulb moment.

i never realised the chinese actually OWNED their own home...

yeah apparently there's a place called Darwin that's been going gangbusters but Michael Yardney hasn't mentioned anything so it must be a ghost town. Probably too risky anyway. then there's Perth but that's too far away to think about too - i heard something about a mining boom.....? I heard...

that's my point - essentially he's said that anything growing at faster than a cash rate return is a bubble. very, very conservative.

2 standard deviations above? that's conservative by any definition.

i would say the same data used to identify the "bubble trend" in the first place....?

i think that's being facetious there keithj. when discussing relatively modern data, i think it's fair to say that keeping in context one would use relevantly modern timescales and means of such. if you want to talk antarctic ice core samples, you don't talk 20 years. if you want to talk...

kudos. so past performance is not indicative of future results, huh...? sounds awfully familiar.

Maybe He's Comparing Rental Yields In Australia To Us Stock Yields Like One Report I Read......