My guess a slight ease up on CCCFA and change to market sentiment regarding rate expectations. Perhaps also awareness of lack of supply for certain type of properties. Supply of stand alone housing is low. More rare when they want a waterfront location I imagine.
Such an A-typical response from you.
You maybe surprised that I am not at your beck and call.
You are comparing consumption to GDP in an inflationary & recessionary environment. Can't you see what this indicates?
Recessionary? You must be bloody kidding. Some technical case where a propellor head calculates inflation slightly wrong puts us in a recession? Mate get out and about.
Many younger people say under 35 - 40 have never experienced a recession, so it will be interesting to see if there is overconfidence in the economy.
I will give you one of my latest calls and that was stocks were expensive & I have been shorting the US stock indices.
I also went long gold & picked up more over the same time, however that is down as the USD has rallied, but not nearly as much as US equities. And I will now hold unless it breaks down.
You're not a teenage girl, get off the trading app on your phone and do some real investing. (previously you have told us you trade the global markets from your cellphone while trying to run a business)
Shorting US equities must be the stupidest thing you've done for a while! Mateeee you must be bleeding some serious red.
I also converted all my super to cash about 8 months ago which has proven to be by far the right move.
Going to cash 8 Months ago was by far the right move? WTF are you insane?
So like all of us we get it wrong, we get it right.
I have made big calls for a living and published those views daily to a wide audience.
So bloody what? What does this prove? Why were you working for someone else publishing 'big calls' when you could get rich for yourself off these big calls? This is bloody ridiculous. Daily big calls... for gods sake man.
I don't think it's a big call to say the economy is NOT running hot. It's obvious to anyone who has a clue.
Yes I receive his reports as well, tony's view etc. We provide data for some of his reports, or one in particular. TBH I enjoy getting his reports as well, while I think he has some good insights I take most things most property commentators/economists say with a grain of salt as I feel they are always giving a certain slant to things. Haven't had a chance to read today's tony's view yet
These are the insights he doesn't delete from his website I take it?
Originally Posted by Daytr
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