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I'm more bearish, and suspect that there might be falls in this timeframe. If so, the latter part of this decade could be a fantastic buying opportunity. I agree about the 2020s, though with the caveat that prediction is a mug's game, and something completely unexpected will happen. :D

Thanks for your post Peter. I've not been in France for a few years, but I understand that things are deteriorating over there. There was an article on the BBC News website last week saying how gloomy things are. It's interesting hearing the Gallic perception of the world. I'm surprised...

My working assumptions are that the Australian Dollar is over-valued, the Pound and Euro are at historically low levels, and stockmarkets in Europe are reasonably priced. Essentially it's guessing at a very broad level where looks cheap, and acting accordingly. If you don't need the $10K in...

Purely anecdotal, but a friend of mine is currently back in Melbourne having been away for the last six months. She said that restaurants seemed emptier than they were, and the economy generally felt worse than earlier in the year. I've made the point before, but falling housing markets can...

There was a piece published May by Satyajit Das about interest rate cuts. He doesn't think that they're effective, and can lead to negative consequences such as asset bubbles. http://www.abc.net.au/unleashed/3987478.html If the RBA is operating on a broader mandate, such as price stability...

I might have been wrong about mortgages getting cheaper in my last post.

Tin hat (or tin foil hat) Doom and Gloom time folks! :eek: http://ftalphaville.ft.com/blog/2012/08/28/1134681/is-australia-in-the-same-boat-as-europe/ http://www.mauldineconomics.com/outsidethebox/australia-running-out-of-luck-down-under Comparisons are being drawn between the Eurozone...

Hobo-Jo, you've got a massive weighting towards precious metals in your portfolio. I'd have thought that some diversification would make sense as a risk management strategy. As for Australia avoiding a recession, not everyone is so sanguine...

I've got a friend who lives in Adelaide who reckons that the economy is slowing rapidly. Similarly, another in Melbourne has been mentioning the recession word a few times in recent months. It sounds like banking and retail are having a hard time there. That said, I was swapping emails with...