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housing
Latest news and analysis on housing
Macro
March 19, 2021 15:44
House prices to rise 20-30pc from pre-COVID levels
In the AFR I write today that it is amusing reading all the current hysteria about Aussie housing, often from the same folks who were absolutely convinced home values...
Christopher Joye
Coolabah Capital
March 19, 2021 15:44
Equities
February 22, 2021 13:58
4 key recovery themes to act on now
Recovery. Recovery. Recovery. It's what we have all been praying for and it seems to be finally seeping through, at least from an economic perspective. Proactive...
PMV
Premier Investments Ltd
ASX:PMV
Followed by
71
people
PMV
Premier Investments Ltd
ASX:PMV
Followed by
71
people
Angus Kennedy
Livewire Markets
February 22, 2021 13:58
Investment Theme
February 03, 2021 13:30
3 solutions to the challenges of housing affordability
If there is one positive to take away from the past year, it is the importance of what we do together. 2020 revealed that the adverse impacts of a pandemic fall...
Matthew Tominc
Conscious Investment Management
February 03, 2021 13:30
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Macro
January 08, 2021 15:14
Levered housing equity to generate large returns in 2021...
Setting side Bitcoin, what was the best performing asset-class for Aussie investors in 2020? In the AFR today I write that as it turned out, residential real estate...
Christopher Joye
Coolabah Capital
January 08, 2021 15:14
Macro
January 04, 2021 12:12
Aussie house prices rise 3% in 2020 with only one city (Melbourne) suffering price falls
Australian house prices continued their gradual rebound from the COVID-19 induced correction with dwelling values across both capital cities and regional markets...
Christopher Joye
Coolabah Capital
January 04, 2021 12:12
Macro
December 29, 2020 06:50
Forecasting 2021: search for yield to be dominant
narrative
In the AFR I write that after experiencing the mother of all “known unknowns” via this awful, one-in-100 year pandemic, you’d be brave to venture into the forecasting...
Christopher Joye
Coolabah Capital
December 29, 2020 06:50
Macro
December 01, 2020 10:10
Australian house prices increase 0.8% in November, but still below May 2017 levels
In the month of November, Australian dwelling values (ie, houses and apartments) climbed a solid 0.8% across all metro and non-metro markets according to CoreLogic's...
Christopher Joye
Coolabah Capital
December 01, 2020 10:10
Macro
November 23, 2020 10:06
House prices rise again in November after October gains
Further to our little note about the extinction of housing bears as a species, Australian dwelling values have continued to climb higher in the month of November to...
Christopher Joye
Coolabah Capital
November 23, 2020 10:06
Macro
November 21, 2020 08:52
Housing bears now endangered species...
The hunt for that increasingly endangered species known as the "housing bear" continues. Thus far we've managed to track-down and clinically dispatch Westpac, CBA,...
Christopher Joye
Coolabah Capital
November 21, 2020 08:52
Macro
November 13, 2020 11:01
Big news: Melbourne house prices are rising again...
In the AFR today I write that I am delighted to deliver big news: despite Melbourne's horrifically long lockdown, home values are increasing again alongside the price...
Christopher Joye
Coolabah Capital
November 13, 2020 11:01
Macro
October 23, 2020 13:56
House prices rise for first time in
October
Writing in the AFR today I am happy to report it here first: Australian home values have officially increased for the first time in October since the (tiny) COVID-19...
Christopher Joye
Coolabah Capital
October 23, 2020 13:56
Macro
October 09, 2020 06:51
Housing to boom with bears dropping like
flies
In this detailed interview with the irrepressible Peter Switzer, I discuss why house prices are now increasing in all cities bar Melbourne (yes, it appears that Sydney...
Christopher Joye
Coolabah Capital
October 09, 2020 06:51
Macro
October 02, 2020 11:17
Housing bears are becoming an extinct species
In the AFR today I write that Aussie housing bears are quickly becoming an extinct species, as we had previously predicted. Read the full column here (or try this...
Christopher Joye
Coolabah Capital
October 02, 2020 11:17
Macro
September 21, 2020 06:53
RBA to accelerate recovery
In the AFR I write that another week passes and yet another bank has upgraded its housing outlook in line with our heterodox March forecast for a zero to 5 per cent...
Christopher Joye
Coolabah Capital
September 21, 2020 06:53
Macro
September 13, 2020 08:02
Housing bears becoming bullish
In the AFR I write that as it becomes increasingly clear that the numerous deeply pessimistic predictions for the Aussie housing market will not be realised as home...
Christopher Joye
Coolabah Capital
September 13, 2020 08:02
Macro
September 05, 2020 08:00
Housing market is turning
There are signs the modest COVID-19 induced housing correction may be coming to an end in all cities save Melbourne according to the latest daily CoreLogic index data....
Christopher Joye
Coolabah Capital
September 05, 2020 08:00
Fixed Income
June 04, 2020 09:20
Macquarie hybrid soars, Genworth pulls bond issue, and housing bears run for
hills
As we had projected here days ago, Macquarie's new hybrid security (ASX: MLBPC - it was initially marketed as MBLPB) listed on the ASX at a massive premium to face...
Christopher Joye
Coolabah Capital
June 04, 2020 09:20
Fixed Income
May 15, 2020 12:32
Where hybrids sit in a portfolio (and hunting housing bears)...
In the AFR today I explain why ever since I have pulled out my empirical “shotty”, an intellectual 12-gauge, the housing bears have started running for the hills. In...
Christopher Joye
Coolabah Capital
May 15, 2020 12:32
Macro
May 14, 2020 07:54
New Complexity Premia podcast episode on COVID-19, EU disintegration, US-China conflicts, and hunting housing bears...
Our latest Complexity Premia podcast episode has gone live, where Ying Yi Ann Cheng and I discuss a wide range of topics, including:the impact of COVID-19 on financial...
Christopher Joye
Coolabah Capital
May 14, 2020 07:54
Macro
May 02, 2020 06:09
Contrary to most predictions, Aussie house prices rose in April (+ analysis)
I cannot remember a time when there was more universal agreement amongst analysts that Aussie house prices are going to plummet. Unusually, the major banks are also...
Christopher Joye
Coolabah Capital
May 02, 2020 06:09
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