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  1. hobo-jo

    WA - are you ready...?

    Even Rudd has been calling end of the China boom since becoming PM (again).
  2. hobo-jo

    WA - are you ready...?

    Some thoughts on MacroBusiness about difference the election will make: http://www.macrobusiness.com.au/2013/06/the-great-white-hope-of-a-post-election-boom/
  3. hobo-jo

    WA - are you ready...?

    True. My point in the discussion has been that I think WA has a short term peak in place for economic growth. Do you agree or disagree Deltaberry? I do agree with heroine that the yields are still "ok" in Perth (not historically, but relative to other capitals), so wouldn't be surprised to...
  4. hobo-jo

    WA - are you ready...?

    HiEquity, that was my understanding of the MRRT. Thanks for the stats on the carbon tax. Interesting. Personally I don't buy the suggestion that a bull market in confidence has been driving the WA economy, so it's hard to envision that the federal election outcome will have much of an impact at...
  5. hobo-jo

    WA - are you ready...?

    What monetary impact has this had on WA miners to date? Are there any numbers available?
  6. hobo-jo

    WA - are you ready...?

    What happens in September? Or are you saying the fate of WA literally rests on the outcome of the federal election?
  7. hobo-jo

    WA - are you ready...?

    Now that's a misquote! Here is what you said: I asked for clarification on whether you were talking about iron ore spot price because the post wasn't clear. Price is relevant, as is volume. No doubt, but surely you would agree that the largest beneficiary to the WA economy over the last...
  8. hobo-jo

    WA - are you ready...?

    What are you referring to when you say "top" if you don't mean price? You said only a couple of posts ago that "Fe spot hasn't peaked by a long shot"... so you think the price has further to climb in the near future? Higher than the recent peak (that is what your post would suggest)? You claim...
  9. hobo-jo

    WA - are you ready...?

    One could have said the same about Gold in January 1980 and they would have been right looking back on it now (with spot price now higher than the 1980 peak at $850). That is the logical outcome in a resource limited world with an infinite supply of fiat currency, the price of almost everything...
  10. hobo-jo

    WA - are you ready...?

    Are you talking about the one in Cambodia? If so that is $11b combined with the port & rail, the plant being the lowest cost component and it's probably 5 years from completion. On what are you basing "12-15 years until peak"? Many of Australia's banks and investment community are projecting...
  11. hobo-jo

    WA - are you ready...?

    Some great charts and analysis here: http://www.markthegraph.blogspot.com.au/2013/06/wa-is-it-in-recession.html
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