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Latest
Buy Hold Sell
Undiscovered Funds
Series
Buy Hold Sell
Fund in Focus
Listed Series
Livewire Live
Meet The Investor
Outlook Series
Rapid Fire
Signal or Noise
Success and More Interesting Stuff
The Pitch
The Rules of Investing
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Views from the Top
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housing
Latest news and analysis on housing
Macro
March 31, 2019 08:23
Complexity Premia on the Budget Surplus, Banks, Housing, RMBS, Hybrids and More
First, a big thanks for the incredible interest in, and downloads of, our Complexity Premia podcast! We have just published the third episode where we: discuss...
Christopher Joye
Coolabah Capital
March 31, 2019 08:23
March 29, 2019 10:58
The Federal Budget is Already in Surplus!!
Today I show how ScoMo has already delivered a $7bn plus budget surplus on a number of the key measures years in advance of what rating agencies and analysts (save...
Christopher Joye
Coolabah Capital
March 29, 2019 10:58
March 26, 2019 13:45
Aussie Housing Fight Night on Sky Business
TV
Christopher Joye
Coolabah Capital
March 26, 2019 13:45
Advertisement
March 15, 2019 14:37
5 charts that show housing could fall
further
Let's take a step back from the monthly housing data and ask ourselves: What's happening in the market and are we seeing a bottom in prices - or are there further...
Roger Montgomery
Montgomery Investment Management
March 15, 2019 14:37
March 15, 2019 11:43
RBA could blow bubble back up
Christopher Joye
Coolabah Capital
March 15, 2019 11:43
March 08, 2019 09:44
RMBS default rates trending higher as house prices plunge
Coolabah developed the world's first compositionally-adjusted, or hedonic, regression-based index of RMBS default rates, covering all prime deals that Bloomberg...
Christopher Joye
Coolabah Capital
March 08, 2019 09:44
February 22, 2019 11:01
Labor sensationally rejects Royal Commission
Christopher Joye
Coolabah Capital
February 22, 2019 11:01
Macro
February 20, 2019 15:21
Making the case for a cut
The Australian economy performed well during 2018 with rising GDP, lower unemployment and stable inflation. Despite this, the outlook for 2019 is not as positive, as a...
Chris Rands
Yarra Capital Management
February 20, 2019 15:21
February 05, 2019 10:15
Brokers are the fall guys for the big banks' misdeeds
Christopher Joye
Coolabah Capital
February 05, 2019 10:15
Macro
February 01, 2019 10:11
Biggest house price falls in 40 years...
In my column today I reveal that Australia is now officially experiencing the biggest house price falls on record in almost 40 years: home values across the five...
Christopher Joye
Coolabah Capital
February 01, 2019 10:11
Macro
January 25, 2019 14:57
VGI's hedge fund top of the pops
In my column today I argue that to have any hope of divining the prospects for 2019, one has to first solve the Rubik’s Cube that was 2018 in which the most overvalued...
Christopher Joye
Coolabah Capital
January 25, 2019 14:57
January 18, 2019 10:54
Could Labor Lose the Unloseable Election?
Christopher Joye
Coolabah Capital
January 18, 2019 10:54
Rapid Fire
January 04, 2019 08:09
Quickfire Q&A with the fundie up +42.9% in 2018
The last four months of 2018 were brutal for investors everywhere. October was particularly painful, with most managers off by -5 to -10%. So it caught my eye when I...
GMA
GENWORTH MORTGAGE INSURANCE AUSTRALIA LIMITED
ASX:GMA
Followed by
22
people
GMA
GENWORTH MORTGAGE INSURANCE AUSTRALIA LIMITED
ASX:GMA
Followed by
22
people
Alex Cowie
January 04, 2019 08:09
Property
January 04, 2019 06:57
Residential Property Declines – The Lessons of History
The critical financial issue in the Australian economy at present is clearly the possible economic effect of the decline in home prices. We have been warning about...
Dr Philipp Hofflin
Lazard Asset Management
January 04, 2019 06:57
December 21, 2018 10:53
Why RBA needs to pull its head in, and why we sold out of NABHA
Christopher Joye
Coolabah Capital
December 21, 2018 10:53
December 07, 2018 12:23
Minor miracle: bursting the bubble during the boom
Christopher Joye
Coolabah Capital
December 07, 2018 12:23
November 30, 2018 15:26
The Great RMBS Short
One of our best “short” (as opposed to “long”) ideas this year has been to bet that the credit spreads on residential mortgage-backed securities (RMBS) would...
Christopher Joye
Coolabah Capital
November 30, 2018 15:26
Equities
November 21, 2018 09:33
Volatility in the Australian equity market
I always think of periods of market volatility as manageable brush fires - while still causing market nervousness they’re actually better for the long-term market...
Paul Taylor
Fidelity International
November 21, 2018 09:33
October 19, 2018 12:11
Housing correction is political poison
Today I review research that shows if Labor eliminates negative gearing and increases capital gains tax by 50%, national house prices could fall 9-12% on top of the...
Christopher Joye
Coolabah Capital
October 19, 2018 12:11
October 05, 2018 16:11
Royal commission's mistakes create moral hazard
Today I argue that the Hayne royal commission's interim report is flawed in several respects that will force lenders to hike mortgage rates and reduce access to credit...
Christopher Joye
Coolabah Capital
October 05, 2018 16:11
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Buy Hold Sell: 3 dogs of the ASX (and 2 darlings headed
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