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I'm a big fan of urban infill, but you've got to provide the suburbs as well. In Sydney it is a disaster. Which is why I can't agree with Aitken. What he predicts relies on the NSW government not being a bunch of muppets, and frankly, the chance of that is zero.

Australia is very reliant on foreign funds. If it looks like house prices have fallen in a number of major centres, with growing unemployment, then those funds will quit coming into the country. We have a large CAD and our household sector is extremely indebted. If it looks like a major asset...

If Perth, Brisbane and Melbourne prices drop by 10%, then I think we're in trouble.

So you've sought out some confirmation bias? :) I'd be worried if Australian house prices fall by 10% (he and APM are saying nominal, not real prices). Considering 50% of credit is sourced from overseas, this would cause them to be reticent about lending further to Australia, bearing in mind...

Well, here's one of his predictions from what you've posted: Wrong or right? Like I said, his analysis is contingent on too many things for it to come to fruition. His analysis in the past has been fundamentally wrong.

His predictions of a boom are contingent on too many things. Even more basic predictions without as many input variables that he has made have been completely off. He's pumping up CSR and Boral, despite their exposure to the US housing market and declining trends there, with the expectation...

I wouldn't trust Charlie Aitken. From Crikey: Almost 6 months later, FMG is still around $7, nowhere near the $15 he predicted. Gonna need an explosion of the mining boom to get there within his timeframe!