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Buy Hold Sell
Undiscovered Funds
Series
Buy Hold Sell
Fund in Focus
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Success and More Interesting Stuff
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RMBS
Latest news and analysis on RMBS
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 02, 2019 05:05
Why Bother Investing in Government Bonds?
Jonathan Rochford
Narrow Road Capital
February 02, 2019 05:05
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
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November 23, 2018 12:19
Capitalise on market chaos
Christopher Joye
Coolabah Capital
November 23, 2018 12:19
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
October 04, 2018 12:36
Default rates trending higher while prepayment rates drop sharply…
We have just published our August RMBS default index report, which you can download here. Key take-aways are as follows: Contrary to S&P data, Coolabah’s...
Christopher Joye
Coolabah Capital
October 04, 2018 12:36
September 14, 2018 12:23
How Labor is crushing house prices
Christopher Joye
Coolabah Capital
September 14, 2018 12:23
August 17, 2018 11:47
Luxury Home Prices Tanking
In the AFR I reveal that luxury home values are tanking, particularly in ultra-high-end beach-side suburbs like Sydney's Palm Beach, and then unveil our new hedonic...
Christopher Joye
Coolabah Capital
August 17, 2018 11:47
May 04, 2018 12:47
Embrace house price falls as a good thing
Christopher Joye
Coolabah Capital
May 04, 2018 12:47
May 04, 2018 09:28
Four Key Charts for Residential Mortgage-Backed Securities
I've been asked by a few clients why we exited our circa $250m position in AAA rated RMBS, which was a modest ~10% portfolio exposure that had performed brilliantly...
Christopher Joye
Coolabah Capital
May 04, 2018 09:28
March 22, 2018 14:58
Should you sell bonds/hybrids to buy ASX listed RMBS?
Christopher Joye
Coolabah Capital
March 22, 2018 14:58
Fixed Income
February 08, 2018 10:06
Can Australian homeowners handle higher
rates?
The average variable home loan rate in Australia has fallen from 8.3% to 5.1% in the past ten years, enabling households to borrow more and drive house prices higher....
Livewire Exclusive
Livewire Markets
February 08, 2018 10:06
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