RMBS

Today I show that the great Aussie housing boom is well and truly back, with Sydney and Melbourne house prices surging in August, up by north of 1.2% in the month...

Australian residential mortgage-backed securities (RMBS) provide a source of highly rated assets with consistent income generation. Two questions immediately come to...

Today I argue that Australia is behaving like the indulgent and entitled child of a billionaire, quote my own 8 year old's analysis of what the two political parties...

The latest episode of our very popular Complexity Premia podcast is now live where we discuss: the coming of Aussie quantitative easing (QE); the eruption of...

This week I argue that while RBA governor Phil Lowe passed with flying colours the controversial intelligence test we pitched him last week (by not cutting the cash...

Today I argue that while Labor have given ScoMo a shot of winning the election with its shocking recent mis-steps and its bizarre tax-everything-that-moves-platform,...

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...

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...

In assessing whether to get long or short residential mortgage-backed securities (RMBS), we undertake a great deal of quantitative analysis, including revaluing the...