Less Revenue, More Profit at iSelect
20 Mar 2019
Comparison website iSelect’s (ISU) half year results last month showed revenue falling 12% on the previous December...
READ MORE
Latest media
Category: Economics
Inflation, not Recession, the Big Risk for Investors
31 Oct 2018
Some US homebuilders’ share prices are down more than 50% this year. A large cohort of the global auto sector is...
READ MORE
Preparing for, not Predicting, the Housing Crash
12 Oct 2018
Newspaper headlines like “House prices continue to tumble nationally” are now everywhere. While we have been worried...
READ MORE
European Air Traffic Still Ascending
31 Jul 2017
In February we published the blog post Europe Takes Off, which showed growth in European air traffic at 18 major...
READ MORE
Too late to invest in Europe’s recovery?
15 Jun 2017
In March I wrote an article for the Financial Review suggesting Europe was the last bastion of investment value....
READ MORE
Further thoughts on TPG
15 Jun 2017
Just a quick follow upon yesterday's post about change and churn at TPG.
In a perfectly-competitive Adam...
READ MORE
Blame Central Bankers for the Lack of Productivity Growth
06 Mar 2017
They get the blame for a lot these days. Asset bubbles, moral hazard, banking crises, deflation, inflation. It’s...
READ MORE
Europe Takes Off
15 Feb 2017
There is a strong correlation between general economic health and the number of people taking to the skies. It's...
READ MORE
UK’s Brexit Trump Card
21 Sep 2016
If the world really is short of demand, as many economists argue, then novel monetary policy measures like...
READ MORE
Why the Wealth Effect Won’t Help Consumption
02 Jun 2016
All things being equal, lower interest rates spur both housing development and the price level of the existing...
READ MORE
There’s no Need for Government, Negative Gearing Will Fix Itself
11 May 2016
My wife, being South African, finds a number of things about Australian culture strange. Friends turning up at...
READ MORE
The $2 Trillion Housing Mystery
16 Jul 2015
Research from the Reserve Bank of Australia (RBA) indicates that Australian house prices are 30% undervalued...
READ MORE
