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sentiment rules the day, fundamentals are out the window. when sanity returns we will be left scratching our heads

ha ha.... and I am a cpa! just not good at maths... A - L = P ,so yes add L to each side, A = P + L !

there is no doubt the value to someone else has no relation to your leverage, but the value to you certainly does. it's been around since cocky was an egg and still holds true come bull or bear market: assets - liabilities = proprietorship or A = P-L etc

the value of the asset certainly differs... if it is 100% encumbered then you don't own any asset

I think you may be living in hope Michael.. from what I can see here are only large increases in material prices in the post.

true, i have to admit when i have been writing this $90bn number i have been thinking that it aint much in the scheme of our annual GDP, hence i am not sure why bill evans sees it as such a volatile number. perhaps demand at the margins? but then they are spread over many years. what we...

Trendsta we are discussing on another the thread the huge draw on the economy that will arise from the construction of pluto, gorgon, olympic dam etc to the tune of $90bn. With the economy stretched to breaking poitn to deliver these, how do you see this fitting in with your slow down theory?

however resources towers over all other sectors when it comes to earning foreign exchange, a situation which will continue to improve (until the gas fiasco that was - hopefully in 6 months we can recover from that). the gas fiasco could put pressure on the currency in the short term

consensus in smart investor mag is the worst is behind us, hello happy days. it's taken a heck of a lot of interest raises to slow this economy and it;s still chomping at the bit. open the baffles again and i reckon it could roar. defo a case of slowly slowly catchy monkey needed

I too hear the party drums. our piddling little population will be gainfully employed forever trying to cater to the needs of our billions of neighbours. Aussies tend to become introspective (is that a word?) in thinking, placing our order in the world way above the reality of the situation. we...

I only threw that in there because I saw the fat prohpets analysis of the dow as valued in gold... was an interesting thought. (if you didn't see it, basically when valued in gold the DJ is in a major freefall... their argument being that the market has only been held uyp by a rapid expansion...

don't suppose those GDPs are in USD?

how's about... "my dad is rich, he owes the bank $50k and has houses worth $800k" "hmm, my dad is rich, he owes the bank $50m (but oh oh, has offices worth only $48m)" "my dad is in between, he works 9-5 and goes home without a worry, owes $100k but has a house worth $700k" "my mum is...

I think he got beaten up at Fountain Gate :)

spot on alexlee... yet this is a word I don't recall having seen thrown around? could Australia be in stagflation whislt the rest of the world deflates?

I still can't fathom this simple contradiction - shares plummet on concerns of recession, interest rates on the way up to cool the economy. It just doesn't gel.

I'm assuming he means.... http://media.news.com.au/multimedia/mediaplayer/smp/index.html?id=736 however others such as fat prophets have their foot firmly in the inflation camp. seriously so much noise and chatter... i reckon go buy some BHP shares with cash and turn off the computer.

i actually took a lot of comfort from this forecast. that kind of growth on the back of the conservative led expansion is really quite an achievement.

who needs Glenn Stevens when you have such self appointed experts?

well I appreciate the views if you do care to put it down. besides.. i see it as therapy.