David Rosenbloom

The debate over the probability, timing and severity of a housing bust is getting louder. Pondering this, I’m reminded of advice from a wise old sage when I was a wet-behind-the-ears analyst: “look at the market – what’s it telling you?” Show More

David Rosenbloom

As investors there’s always plenty to worry about, and in our view the reasons to be anxious just got bigger. You’d have to be living under a rock not to have heard or read excerpts from the Banking Royal Commission. Much of this has been unbelievably good theatre, but make... Show More

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