I don’t know what it is, exactly, but I felt it. I thought I should let you blokes know.
I’m afraid that unless they take steps to fix it soon, there will be significant drama.
That’s it, that’s the post.
I don’t know what it is, exactly, but I felt it. I thought I should let you blokes know.
I’m afraid that unless they take steps to fix it soon, there will be significant drama.
That’s it, that’s the post.
It will be fun watching some or most of those astute investors go tits up in the process, until the gov.au nosedive into saving the RE
That’s it, that’s the reply
Don’t put your popcorn on yet, it will go soggy. It’s a big market, likely to move very slowly.
even if I am exactly right, it will probably be quite a long time before anyone goes tits up spectacularly
is it iran? no way are markets being realistic about the oil future price right now. i see no gapping down of the spot to match the future if something doesn’t change soon – and it’s not looking like it will. so we’ll get a cascade of rate increases to ward off the coming inflation and maybe even some migrant departures / reductions in global population flows and houses are cooked. but that’s just a theory.
No, I don’t think that it’s Iran as such. I can’t put my finger on it.
You could call it “feels” for now.
And to think some of us here have been waiting for this to come since way back 2011 on macrobusiness. Will DLS do a victory lap and make a post about being right?
Noice, quite apt!
(at last someone fresh with some sense of humour)
Haha, quite.
He has a hyphentated surname. David-faggot, whatever. shitdick-cuntfucker. There are hebrew versions of this but have been banned since Speilberg became big.
You know I agree. The question remains how best to hedge and when.
+1
Now is probably a good time to talk about realistically hedging. I said in previous comments that I think Australia is going to feel the effects of the fuel crisis more than other countries. Every big corp in Aus is going to use it as an excuse to push up prices, further worsening cost of living and inflation. I know other posters here disagreed but I guess that’s what makes this place better than the usual echo chambers.
maybe not hedging as such, but a good uncorrelated asset or negatively correlated asset could be the US stock market. Firstly you’re short AUD and secondly you’re long USA.
both these things are good if I am right about houses at this time. Firstly they will let the AUD take a bunch of the pain, secondly USA is kickass.
shit like shorting CBA is a different risk level. I wouldn’t go there.
US stocks sounds sensible and easy to lever into as well. The robot revolution is on track to hit in 2027. Will that boost US stocks more than AU stocks? Seems likely to me, but hard to say for sure. The automation of everything will create plenty of opportunties everywhere for the well prepared.
BTC looks to be firmly above $75k now.
When EZFKA started and we broke away from MB, then covid hit and many of the bears (me included) were left wondering why they housing bubble didn’t burst. It’s inevatible it will come down at some stage because it can’t double every 7 years into infinity. That made me realise back then that crashes are all orchestrated and I said on here a few times that it would only crash when the powers that be and banks were on the right side of the play.
Maybe we should be looking for indicators like if there’s been a recent spike in politians selling off their investment properties for example?
It literally can because infinity immigrants and infinity money. Are you literally gay and from the eastern bloc.
What would have happened if we let the Ottomans have Beersheeba? Idk I’m too dumb. Would you have been able to hedge your house into ETFs and shit?
Lest we Forget. Your divvies and gibs.
https://www.youtube.com/watch?v=_udGcKMhbtc&t=455s