Cjoye twitter. Bank of M&D or other exogenous injections can only go so far. Cjoye twitter

 
 Bank of M&D or other exogenous injections can only go so farCjoye twitter  28

Massive portion of the population realising they are not going to achieve an acceptable basic standard of living. Fantastic lunch event with Chris Joye @cjoye and Coolibah Capital today in Perth. @cjoye. @cjoye posits #stock are 20% overvalued given the 5% discount rate -> seeing this in earnings #mastercard and #carnival both accelerating earnings, but not rewarded post. We would like to show you a description here but the site won’t allow us. @cjoye · Aug 5. Our subs will likely need to contain the most serious expansionist ambitions of an India we haven't yet met in the 2040s”“Huge jump in Sydney auction clearance rate to 74. . We await policy details to review our outlook". “@cjoye Chris, you do realise that we have 30,000 arrivals per month, when in April we only started 2500 new dwellings? There are people coming from overseas using foreign currency to rent or buy property with currency that has appreciated against the Aud by 15% in the past six months. “Good morning!”In this conversation. Wonderfully cherry picked data in desperation to keep credibility of the narrative that allows them to be. Discerning Coins for example is a new way of collecting coins - using the blockchain! Chris, we've talked about this. It'll work right up until the point it is discovered that debt outstrips M2 money by a factor of 10:1 . 5k USD when you started this fund in May 2020. . In this conversation. We would like to show you a description here but the site won’t allow us. . “House price crash update: Syd prices down 6. Verified account Protected Tweets @; Suggested usersWe would like to show you a description here but the site won’t allow us. The real problem, people still spending and employment strong. @cjoye After some cajoling, I’ve dusted off my double barrel shottie and have agreed to track, hunt and eliminate the biggest housing bull of them all: @TheKouk @cjoye And then the currency will fall, inflation will accelerate and rates will need to go even higher than they would’ve needed to in the first place. 04 Jun 2023 22:01:37We would like to show you a description here but the site won’t allow us. Tech party is over as Canva and Atlassian get tough, and perks dry up“Does any seriously believe house prices will not fall after the RBA cutting the cash rate from 1. It would not suprise me if the government introduces 'targeted support' which ends up pumping the market for a…”We would like to show you a description here but the site won’t allow us. The wage costs for businesses producing products is far too high and can only be addressed by greater productivity, which means fewer workers. We would like to show you a description here but the site won’t allow us. Replying to @cjoye @Harold36089778. Immigrants need groceries, cars, bank accounts, etc”“Westpac data shows that exactly 50% of all borrowers are less than one month ahead on their mortgage repayments, or behind. Property is ‘sleepwalking’ towards its biggest test since the GFC. 85% to 4. ”We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. Binance Australia selling bitcoin $6k cheaper than other exchanges. “@bluntman_eth @Tombeecon @cjoye So they just entered the real estate market. @cjoye. christopher joye on Twitter: "A property I heard about was. We would like to show you a description here but the site won’t allow us. Bank of M&D or other exogenous injections can only go so far. There were good reasons for very low rates (pre-covid) and those reasons haven’t gone away. 30 Nov 2022 01:03:22 Australia faces "largest and longest house price correction in history" - MacroBusiness In this conversation. IR here are… Show more . “@BruceMeaney @cjoye I don’t know if it’s good. Verified account Protected Tweets @; Suggested usersWe would like to show you a description here but the site won’t allow us. @cjoye Aug 6, 2022 22pc and back in 2020 - the issue with Ukraine is there is very limited data on it as a country statistically because it was only created in the early 1990s. We now expect Australia's #housing prices to fall nearly 20%, before a modest recovery in 2024 as mortgage rates fall. Sign up Day of valuations reckoning looms for commercial real estate owners, valuers and auditors. Sign upSee new Tweets. Prepare for equities and property pain - my analysis. 7%. Both of which disproportionately affect the bottom 50% of households. Key takeaways * 15-20% peak to trough in Australian housing prices remains the view. “@TvcMike @cjoye tech/growth/risk assets, makes any real sense. We would like to show you a description here but the site won’t allow us. @cjoye In an apartment complex of 100, it only takes 2 or 3 sales to mark down the whole 100. 6 billion Snowy Hydro…We've been forecasting a US recession since Jan 2022, which the market has recently converged on. . A $14m unsecured loan will cover the client loss, creating a $32m debt for Huobi Like I said before: there will be unpredictable fall out from FTX in the following weeks. 8 per cent, it would mean that purchasing power has been eroded by a total of 33 per cent since the RBA kicked off this cycle in May last year. Someone did the math on how the housing ponzi affects this generation compared to the days of old. 4%mom) and Melbourne (+0. Drone operator Christopher Joye posted. Sign upDay of valuations reckoning looms for commercial real estate owners, valuers and auditors. . Some areas down -25. @cjoye Cracking interview with the great Tom Piotrowski on equities, bonds, house prices, banks and pretty much everything under the sun - notably recorded before the RBA kicked off its second hiking cycle…CoreLogic is the leading property data, information, analytics and services provider in Australia and New Zealand with growing partnerships throughout Asia. Huobi announced $18. @cjoye was one of the few to go against this IIRC. ·. 1. Considering the RBA's housing price model predicts some pretty major price falls if rates rise 1%, it would be interesting to see how falling real wages may potentially exacerbate that. Last Friday was a normal day for us: we did about $450m of trades, and I actively directed ~$300m of them. See new Tweets Nothing like purposely using a log graph to make it look like it has barely crashed ever Massive downside miss for Aussie monthly inflation - RBA should pause and if they hike in December they will struggle to do much more. CHRIS JUDD’S Masters of the Market Masters of the Market is back for 2021 and the first episode of the year is with CIO of Coolabah Capital and columnist for the AFR, Chris. Prepare for equities and property pain. 3. Sign upIn this conversation. RT @CommSec: In our latest Executive Series interview we sat down with @cjoye from Coolabah Capital to chat about wide range of issues including recent collapse of. Conversation“@cjoye who would have thought lending money to a government with a printing press that practically can't default would result in potentially the 2nd largest bank collapse in US history 😄”In this conversation. 25pc and possibly beyond, also raising risk RBA hikes past 3. @cjoye Sydney house prices have fallen 11. “Aussie house price losses exceed 10%, Sydney losses breach 14%: 43 year record in sight “USDC 'Stablecoin' Breaks Peg As Circle Admits Billions Stuck With SVB Sign up. Log in Another story this morning with fresh quotes from NSW Treasurer @dmookheyMLC on paying back the Liberal Party's $100bn debt explosion: "When asked about the $40 billion in managed funds administered by the state’s debt arm, Treasury Corp, including a $1. The latest tweets from @cjoye Dante. would like to show you a description here but the site won’t allow us. Verified account Protected Tweets @; Suggested users Aussie house prices are continuing to fall at a very rapid pace in December based on early data from We would like to show you a description here but the site won’t allow us. Sydney house prices plummet like it's 1983. *Potential for another RBA hiking cycle >4%. #ausecon @felicity_emmett @AdelaideTimbrel. 1KWe would like to show you a description here but the site won’t allow us. what you choose? We would like to show you a description here but the site won’t allow us. Log in. 5%. We would like to show you a description here but the site won’t allow us. @Dante57112893. 1 million in crypto cant be withdrawn on FTX- $13. Fun interview with nabtrade on bond markets. The Australian Financial. Replying to @cjoye @Harold36089778. Just think your narrow focus on interest rates as the main driver of house prices and that prices will fall 30% is consistent with many of you other views. “@cjoye Mate, what's the go with this fund you run? You are doing a terrible job managing other people's money! By the way, #bitcoin was trading around $8. When the cryptobros realise the startup founders need to cash in their crypto investments because SVB is experiencing a bank run. See new Tweetschristopher joye on Twitter: "RT @eurekareport: On Talking Finance this week with @AlanKohler: central banks face a longer, harder task to get inflation down; dodging an Australian recession; an inflationary budget & opposition in the opposition ft. Sign upIn this conversation. We would like to show you a description here but the site won’t allow us. . 9. new Tweets. Interesting to see Treasurer Jim Chalmers trying to directly jawbone the RBA into not hiking by arguing that the inflation result does not meet. ”We would like to show you a description here but the site won’t allow us. christopher joye on Twitter: "Morning!" / Twitter. 4%mom) and Melbourne (+0. Investors want little to do with a sector heading for a big dose of reality. 3. ConversationSee new Tweets. We would like to show you a description here but the site won’t allow us. ConversationA not so tiny drop in some parts of the country. Sign up“@cjoye People keep in mind the huge upswing the housing market had pre covid. com. See new Tweets. GS have published research on what Australia's inflation rate looks like using the new monthly data, crucially excluding items the ABS does not collect information on (and imputes to have no change). ”christopher joye on Twitter: "Good morning!" / Twitter. We would like to show you a description here but the site won’t allow us. “Pretty clear RBA has been spooked by house price collapse, which is only going to get worse”christopher joye on Twitter. In this conversation. We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. However, the. this conversation. Log in. We would like to show you a description here but the site won’t allow us. Ave wage vs ave savings vs ave mortgage debt does not compute in my mind-who can afford a $600k mortgage at 7% without it destroying monthly income?”“@cjoye See through the noise with China - they are in population decline as Poor Japan v2. Verified account Protected Tweets @; Suggested usersThe data always tells a story and sticky inflation makes it impossible to see an upside with House prices til Q1 maybe even Q2 2024 Bear market like the 1 we are in. christopher joye on Twitter. 5%, the…. 9:26 PM · Aug 15, 2022 · Twitter Web App. ”Log in. We would like to show you a description here but the site won’t allow us. Sydney (+1. Show more". This marks a turning point in your powers. christopher joye on Twitter. This will. afr. Verified account Protected Tweets @; Suggested usersAussie house prices are continuing to fall at a very rapid pace in December based on early data fromWe would like to show you a description here but the site won’t allow us. 6% for one year but if taken from the peak in Sept 21 its -30% plus. According to your own chart the annualized figure for Sydney is approx 11-12%. Sign up“@mitch_dol @cjoye @TomInvesting This is the Jan REINZ HPI Index developed with our RBNZ. and @Johnkehoe23. Anecdote from my AFR column today: “For Australia’s inflation rate to subside, we will also need more productivity to rationalise the brisk rates of wage growth. 7% in 11 days of Aug); Melb down 3. The quarterly pace of decline accelerated to. We would like to show you a description here but the site won’t allow us. Lower bound of our 15-25pc forecast correction could be an optimistic outcome…”Log in. Verified account Protected Tweets @; Suggested users“@ChandAshok @cjoye Totally agree re government mistakes but struggle to understand why ‘independent organisations’ have the power to dial up the misery of Australians in the form of unemployment and increased costs of lending. This will in turn demand radical attitudinal change from entitled millennials who have never experienced high…. Plus ,Bitcoin and Ethereum are down less than tech stocks. 8%mom in March, the first monthly increase since April 2022 and the largest monthly increase since January 2022. We would like to show you a description here but the site won’t allow us. Redirecting to /user/cjoye/. com. Australia faces "largest and longest house price correction in history" - MacroBusiness. A controversial article by Christopher Joye, an outspoken investment portfolio manager and columnist for the Australian Financial Review, has. This will in turn demand radical attitudinal change. May 15, 2023 - 9:29AM. they all roll over the same. It. House price declines not likely to slow until RBA stops hiking. We now expect Australia's #housing prices to fall nearly 20%, before a modest recovery in 2024 as mortgage rates fall. ”“Yep. 2%. Log inAnother story this morning with fresh quotes from NSW Treasurer @dmookheyMLC on paying back the Liberal Party's $100bn debt explosion: "When asked about the $40 billion in managed funds administered by the state’s debt arm, Treasury Corp, including a $1. 28. . We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. I still haven’t seen you clearly outline why rates will stay high over the medium to long term, when nothing has fundamentally permanently changed since 2019. christopher [email protected] @DrCameronMurray: Has anyone pulled together a list of all the wrong predictions about the housing market from mid-2020? If I recall, predictions of 30% price falls were common. Sign upWe would like to show you a description here but the site won’t allow us. You are right to hesitate on price directions for houses - low listings are contributing to price stability, but so are rents increasing by 25% ($120 pw on $500 pw) and many buyers paying cash (not first home buyers). 2%. Retweets. Australia needs to produce more with fewer people. “RBA may be told to hold press conferences; Barrenjoey talk queried would like to show you a description here but the site won’t allow us. Replying to . 1%; Brisbane prices down 0. @parrapower2022 @solo_dio_ @rabbit_wealth @AvidCommentator @BikoKonstantin1 @Aus__Property @rabbit_wealth @justthink1 @cjoye . Property is ‘sleepwalking’ towards its biggest test since the GFC. Verified account Protected Tweets @; Suggested usersIn this conversation. We would like to show you a description here but the site won’t allow us. 3%. 1:56 AM · Jul 29, 2022 · Twitter Web App. christopher joye. 1%. . We would like to show you a description here but the site won’t allow us. Verified account Protected Tweets @; Suggested usersWe would like to show you a description here but the site won’t allow us. au “GS have published research on what Australia's inflation rate looks like using the new monthly data, crucially excluding items the ABS does not collect information on (and imputes to have no change). Bang on our forecast for 15-25% cumulative loss. Sitting on $6. 7% on 376 auctions (@corelogicau) vs 49. Your chart is pretty much 12 months already. Like. “@cjoye Step forward for transparency, but still doesn’t stop more/different things being said in other forums (or by other RBA officials). No wonder RBA is slowing down. Since first RBA May hike, Syd/national market has fallen at 23%/14% annualised pace. Replying to . Sign up“@JohnQuiggin @cjoye We're here because Reagan & Thatcher's neoliberal agenda of crushing unions by offshoring manufacturing to China (& continued by Clinton & Blair) . @cjoye. 10% in more pain for borrowers and home owners. We would like to show you a description here but the site won’t allow us. 1%; Brisbane prices down 0. “@cjoye It seems a bit silly to me that an actor, doing an advert, with a script, on the television, should suddenly become a financial commentator on cryptocurrencies. This chart from Bloomberg provides a good summary of consensus estimates. 0%), Melbourne (-7. Find great real estate professionals on Zillow like cjoyeThere are 9 words found that match your query. We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. Maybe u can get annoyed that the advertisers allowed this ad? But Matt Damon isn't a financial expert, how is he gonna predict what happens in mkts in 2022, lol. 8:58 PM · Oct 5, 2022 · Twitter Web App. would like to show you a description here but the site won’t allow us. @cjoye And then the currency will fall, inflation will accelerate and rates will need to go even higher than they would’ve needed to in the first place. “GS: Australian capital-city dwelling prices rose +0. Verified account Protected Tweets @; Suggested users In this conversation. Aug 16. 2m are customer assets. ”We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. Captain Slapstick AC AO AM OAM AK @CaptSlapstick · 6h. @cjoye. So how does this effect them? I would have thought ppl who regularly buy/sell homes or were looking to cash out for retirement would be more affected?”We would like to show you a description here but the site won’t allow us. Honestly, we hit the limit current incomes can support. 76% from 0. afr. Sign upchristopher joye @cjoye. 04 May 2023 06:47:40Log in. In levels terms, capital-city dwelling prices…” Higher long-term risk-free cash rates are going to create a protracted pain trade for risky assets. “I did a podcast interview with Koda's David Clark on the coming commercial real estate crash, why a second phase of the housing correction will emerge, the looming. 4% this time last yr. 92. . ConversationSee new Tweets. We would like to show you a description here but the site won’t allow us. non-bank wholesale funding costs? Seems like there is further upward pressure from o/s debt markets coming here which could even further exarcebate the fixed to variable, and those currently on variable. CoreLogic: Australian home values officially record the largest decline on record would like to show you a description here but the site won’t allow us. 5% pa, or 2. Verified account Protected Tweets @; Suggested [email protected]! From US2yr notes to the Russell2000 and Peleton, Netflix, AfterPay etc etc etc. FML 🫠”“@cjoye Too corrupt and too much poverty. macrobusiness. 0% (0. Quote Tweet. Sign up“@haluksenlik @cjoye There is obviously significantly more risk and fraud in crypto than in the stock market, but Matt Damon promoted a centralized brokerage that curates assets and thus doesn't expose you to the scams where possible. @TheKouk · Jul 8. Verified account Protected Tweets @; Suggested users “Worst house price declines in 42 years, with more to come. @cjoye. 4. The bears are gonna start running for the hills when they see wolverine chasing em”We would like to show you a description here but the site won’t allow us. . Verified account Protected Tweets @; Suggested users“@cjoye @ALeighMP @Charlton_AB @DanielMulinoMP @AlboMP @JEChalmers Genuine question/thought. Expect a global recession, continuing asset price declines, and waves of defaults, writes cjoye. 9% vs 56. We would like to show you a description here but the site won’t allow us. com. “Good morning!” In this conversation. We would like to show you a description here but the site won’t allow us. ↑ Joye, Christopher. 1%. Youre allowed to tweet at new cycle-low milestones only. "We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. In this conversation. 10:21 PM · Jul 8, 2022 · Twitter for iPhone. com. Likes. . “@cjoye @PeteWargent Both this and Labor shared equity policy are attempts to shore up supporter bases/buy votes. @cjoye. See charts below for the latest daily index data for Syd/Melb @cjoye banks are throwing everything to keep the arrears off the books, giving repayment holidays, turning loans into 30-40 year mortgages interest free, & CBA anyone ahead on their loan schedule are getting repayment discounts! @cjoye I think you’re missing a factor from your interest rate property price calculator, how many investors were using a rising market to facilitate/service their loans, buy new properties& hide some properties under company trusts to hide their debt positions. I'm often asked how much time/effort it takes to write an AFR column. Aug 16. macrobusiness. We would like to show you a description here but the site won’t allow us. It’s like the economy has cancer and our doctors wants to stop treatment caus we’re feeling nauseous from the chemo 🤦‍♂️ @cjoye True, but houses / home units are hard to beat. 6%; 5 city index prices down 1. We would like to show you a description here but the site won’t allow us. Aussie house prices fell in 2022 by their largest margin since records began in 1980. 2021 Olympic Medalist, Joey Lye, shares stories and insight into some of the mental skills and strategies that prepared her [email protected] million in crypto cant be withdrawn on FTX- $13. 5%, the Bank of Canada at 4. 1% in 2020 drove Aussie houses prices 37% higher. @cjoye. Retweets. . @cjoye. . “The “family finances vs a year ago” sub-index dropped 8% in February, to 62. Drone pilot Christopher Joye, who captured the footage, said: "Swimmers would not believe there was a. 6%mom) prices led the increase. We would like to show you a description here but the site won’t allow us. Verified account Protected Tweets @; Suggested usersIn this conversation. We would like to show you a description here but the site won’t allow us. Australia needs to produce more with fewer people. Australia experiences worst house price falls in 42 years, with more to come. It’s funny because traders on the street know that on Friday. afr. . The latest tweets from @cjoye christopher joye. christopher joye. LNP for all its 'hawkishness' over China refused to develop onshore manufacturing for fear of unions. 75% bonds or 5,6% annuity products without losing any skin to the middleman, market would be below 4,000 point instantly! Once BoJ st“Mortgage stress to rise as RBA flags risk of higher rates in. ly/3tKymvn 8:25 PM · Nov 21, 2022 · Twitter Web App@cjoye Aussie house price update to 25 July: Sydney prices down 1. Sydney house prices plummet like it's 1983 - MacroBusiness. @cjoye yep, thats the point. “@cjoye Watched The Big Short again last night - I fear the can kicking is going to end soon and we will have our very own subprime moment. “The RBA is hierarchical, insular, supercilious, hubristic, resistant to outside influence, and exceptionally slow to recognise and respond to its own mistakes. Australian money is rushing out of the crypto exchange, and customers are willing to accept a big haircut to cash out their holdings. ”While lots of people talk about the risk of war without actually understanding the odds, new research sheds light on the probability of major power conflict. “I did a podcast interview with Koda's David Clark on the coming commercial real estate crash, why a second phase of the housing correction will emerge, the looming. ly/3tKymvn 8:25 PM · Nov 21, 2022 · Twitter Web App @cjoye Aussie house price update to 25 July: Sydney prices down 1. We would like to show you a description here but the site won’t allow us. Acquire everything! It’s a bull market! Equities are cheap! The buy-the-dip-reflex will prevail! Central banks will slash rates and lift their inflation targets!We would like to show you a description here but the site won’t allow us. Visit cjoye's profile on Zillow to find ratings and reviews. Verified account Protected Tweets @; Suggested users“@cjoye plenty of illiquidity in the big super funds non-listed assets. Embarrassingly wrong. Well done. “@cjoye Modi had highest voters support among all democratic countries! As Paul Keating repeatedly pointed out, Albo is just a sucker!”We would like to show you a description here but the site won’t allow us. Our globally unique War Lab put 74% probability on military conflict between China/Taiwan and a 45% chance of US-China conflict erupting over next decade based on data up to 2020. 4%. com. @cjoye RBA speech just published: almost 30% of Aussie borrowers will suffer a more than 40% increase in their mortgage repayments if the RBA lifts the cash rate by 300 basis points, though concludes everything will be ok in that event. May 2. NSW's interest bill will surge past $7 billion/yr according to Treasurer @dmookheyMLC. Log inWe would like to show you a description here but the site won’t allow us. Our predicted housing recovery continues @FinancialReview (Prelim. Found. 7% in July; Melbourne prices down 1. Retweets. States need fiscal revolution to avoid debt bomb - our analysis on NSW and Victoria. @cjoye Sydney house prices have fallen 11. . 50% in 2019 to 0. . We would like to show you a description here but the site won’t allow us. “Real interest rate hammer has yet to fall would like to show you a description here but the site won’t allow us. “No strong view on NSW election other than that NSW Labor Treasurer Daniel Mookhey is the smartest and hardest working politician I have ever dealt with in my life @dmookheyMLC @ALeighMP” Well you called it when you said we could likely have another series of rate hikes after the pause @cjoye. @cjoye The monthly CPI showed underlying inflation remains uncomfortably high, tracking above the RBA’s forecast profile and placing pressure on the RBA to hike again in July, where its peers are confronting the same problem of it taking too long for inflation to return to target with much higher interest rates. “Why is Bitcoin back down at US$22k?”“@cjoye You should dissect Aus equities vs S&P500. 13 Jun 2023 05:35:09 “RT @rogerkermode: I reckon there are two generations of ‘finance dudes’ who have never seen high inflation and cannot comprehend the fear i…” christopher joye on Twitter: "RBA now on track to hike rates in June given upside surprise to today's inflation, lifting the cash rate from 3. It’s funny because traders on the street know that on Friday mornings, I will be buried in one. ” christopher joye on Twitter: "Good morning!" / Twitter. This is 70s. 1. 1 – weakest reading since the depths of the early-1990s recession, Hassan said. 2B cash! @cjoye Aussie house prices now correcting fast as rates rise, led by Sydney and Melbourne: RBA will struggle to lift past 1. 2m are customer assets. We would like to show you a description here but the site won’t allow us. . Quote Tweet. Sign upNSW Treasurer Daniel Mookhey today reveals that Perrottet/Kean had planned to burden NSW taxpayers with another $25bn of debt to allow their investment arm, TCorp, to punt this money on stocks. It’s like the economy has cancer and our doctors wants to stop treatment caus. Sign upWe would like to show you a description here but the site won’t allow us. “@cjoye After yeeeaars of saving for a deposit and finally getting into the market [at peak Jan 22] we now have to deal with this. What’s the result?”We would like to show you a description here but the site won’t allow us. . 6 billion Snowy Hydro… We've been forecasting a US recession since Jan 2022, which the market has recently converged on. Log in. Games fiasco will leave business shaking its head at Victorian farce. In this conversation. Higher long-term risk-free cash rates are going to create a protracted pain trade for risky assets. I suspect the increased earnings (and potentially profit) of the big players in ASX 200 might offset increases in discount rates. We would like to show you a description here but the site won’t allow us. “@cjoye Japan took over 10 years from peak to 'bottom' with a similar size bubble. @cjoye, @masters_joanne, @ImpactEconAU & @markgkenny. )”We would like to show you a description here but the site won’t allow us. Verified account Protected Tweets @; Suggested users“Worst house price declines in 42 years, with more to come. See new TweetsNothing like purposely using a log graph to make it look like it has barely crashed everMassive downside miss for Aussie monthly inflation - RBA should pause and if they hike in December they will struggle to do much more. They all have movies on Netflix, and Netflix is down 80%. Especially as pandemic funding measures end”House prices to get whacked by rates again: If the cash rate does indeed hit 4. Interesting. 3%, Melbourne/Brissie both down 6. ALT. . . “@KurtMickan @cjoye If the current conditions remain I would expect prices to fall. Interest rates have soared, but commercial property values have barely moved. 1. In this conversation. But with a referendum and election coming in the next 12 months, in addition to a $19b surplus. Replying to. . 0 replies 0 retweets 8 likes. A 30year investment for most. This will be record housing crash, 100% triggered by rate hikes - it has only just started. ”We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. com. Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager at Coolabah Capital. .