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. Found. When the cryptobros realise the startup founders need to cash in their crypto investments because SVB is experiencing a bank run. Binance Australia selling bitcoin $6k cheaper than other exchanges. “GS: Australian capital-city dwelling prices rose +0. 1% in 2020 drove Aussie houses prices 37% higher. Both of which disproportionately affect the bottom 50% of households. @cjoye. 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. Aussie house prices fell in 2022 by their largest margin since records began in 1980. Visit cjoye's profile on Zillow to find ratings and reviews. 7%. Some areas down -25. @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. Grrrr”“@cjoye Thoughts on bank and esp. 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. Replying to @cjoye @Harold36089778. Replying to . Property is ‘sleepwalking’ towards its biggest test since the GFC. 3%. Verified account Protected Tweets @; Suggested users The 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. 7% in 11 days of Aug); Melb down 3. It’s funny because traders on the street know that on Friday. Wonderfully cherry picked data in desperation to keep credibility of the narrative that allows them to be. 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. Sign upDay of valuations reckoning looms for commercial real estate owners, valuers and auditors. Australia faces "largest and longest house price correction in history" - MacroBusiness. 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. I doubt the rise over the previous Q was sustainable, given the reduction in borrowing power. christopher joye @cjoye 7h One of the more interesting questions going around is whether bonds issued for environment, social and/or governance (ESG) purposes attract a lower of cost of capital than normal debt instruments without an ESG label. It’s like the economy has cancer and our doctors wants to stop treatment caus. . “Good morning!” In this conversation. Likes. 5% plus 1% productivity. 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. We would like to show you a description here but the site won’t allow us. 4. A 30year investment for most. 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. We would like to show you a description here but the site won’t allow us. @cjoye @PodcastFear. A controversial article by Christopher Joye, an outspoken investment portfolio manager and columnist for the Australian Financial Review, has. Verified account Protected Tweets @; Suggested usersSign up. Find great real estate professionals on Zillow like cjoyeThere are 9 words found that match your query. . Australia experiences worst house price falls in 42 years, with more to come. 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. Aug 16. 1 million in crypto cant be withdrawn on FTX- $13. @cjoye yep, thats the point. 5%, the…. It'll work right up until the point it is discovered that debt outstrips M2 money by a factor of 10:1 . Hard to start a business or buy your first home if you can’t borrow money anywhere”“Aussie house prices moving sideways in February month to date, which is interesting. 3:30 AM · May 20, 2022 · Twitter Web App. ”Log in. Plus ,Bitcoin and Ethereum are down less than tech stocks. Log in. macrobusiness. This marks a turning point in your powers. christopher joye on Twitter: "Morning!" / Twitter. 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. FML 🫠”“@cjoye Too corrupt and too much poverty. @cjoye In an apartment complex of 100, it only takes 2 or 3 sales to mark down the whole 100. ConversationSee new Tweets. Job cuts over 18mo. 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. @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. 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. 4% this time last yr. ”We would like to show you a description here but the site won’t allow us. 28. Try and think of the whole story not the macro people want you to hear and fear”In this conversation. Log in. Victoria's annual interest bill on its debt will rise towards $9 billion/yr by 2027 according to CBA analysis. 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. We would like to show you a description here but the site won’t allow us. Sign upLog in. Binance Australia selling bitcoin $6k cheaper than other exchanges. Redirecting to /user/cjoye/. ALT. . We now expect Australia's #housing prices to fall nearly 20%, before a modest recovery in 2024 as mortgage rates fall. We would like to show you a description here but the site won’t allow us. Sign upLog in. While all costs (interest, rates, land tax, utility, body corp, maintenance) are against investors, 2m deposit gives u 100k effortless money. Quote Tweet. It's very unstable at the street level. Especially as pandemic funding measures end”House prices to get whacked by rates again: If the cash rate does indeed hit 4. @cjoye was one of the few to go against this IIRC. We would like to show you a description here but the site won’t allow us. Show more". 0%), Melbourne (-7. Log in. We would like to show you a description here but the site won’t allow us. 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. "@wmdglasgow Yes, @cjoye is one of our best journalists" (Tweet) – via Twitter. There were good reasons for very low rates (pre-covid) and those reasons haven’t gone away. There was only one way to go. 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. 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). 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. Last Friday was a normal day for us: we did about $450m of trades, and I actively directed ~$300m of them. 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. 1%. Log in What does the Credit Suisse bail-in of its hybrids mean for Aussie bank hybrids? @cjoye Back in 2017 I wrote about a small number of Tier 2 and AT1 structures from Genworth + ME Bank that did not convert to equity (ie, went straight to write-off) and which could invert the capital structure hierarchy - predicting a situation where shareholders would push for AT1 or T2 write-offs to minimise their losses, just as happened. Since first RBA May hike, Syd/national market has fallen at 23%/14% annualised pace. 9:26 PM · Aug 15, 2022 · Twitter Web App. S&P Reports Australian Home Loan Arrears Rose In December: S&P's Performance Index (SPIN) for Australian prime mortgages increased in December to 0. com. 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. In this conversation. The Australian Financial. Verified account Protected Tweets @; Suggested usersIn this conversation. . #ausecon @felicity_emmett @AdelaideTimbrel. Verified account Protected Tweets @; Suggested usersWe would like to show you a description here but the site won’t allow us. We have unscrambled the letters cjoye (cejoy) to make a list of all the word combinations found in the popular word scramble. ”We would like to show you a description here but the site won’t allow us. “The RBA is hierarchical, insular, supercilious, hubristic, resistant to outside influence, and exceptionally slow to recognise and respond to its own mistakes. The news is not good: "We construct a new ‘weighted-median’ measure of underlying inflation based on a truncated monthly CPI. And homes are still priced above Covid levels. “@BruceMeaney @cjoye I don’t know if it’s good. 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. @cjoye/Twitter) Shark clamps onto diver's leg as blood and screams pour out in attack video. @cjoye 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. Strong academic credentials, but limited real world experience. ”We would like to show you a description here but the site won’t allow us. @parrapower2022 @solo_dio_ @rabbit_wealth @AvidCommentator @BikoKonstantin1 @Aus__Property @rabbit_wealth @justthink1 @cjoye . “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. Massive portion of the population realising they are not going to achieve an acceptable basic standard of living. . We now expect Australia's #housing prices to fall nearly 20%, before a modest recovery in 2024 as mortgage rates fall. 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. @Dante57112893. Sydney prices have fallen by 11. 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. “First housing bear in my cross-hairs: UBS concedes yesterday, "Looking fwd, we had expected home prices could drop 10%, but it could be smaller now. 4%mom) and Melbourne (+0. 2 days ago. The quarterly pace of decline accelerated to. By Huobi announced $18. 7% on 376 auctions (@corelogicau) vs 49. 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. 65% in November. We reap what we sow. “@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 is deflationary. Crypto is toxic”We would like to show you a description here but the site won’t allow us. This chart from Bloomberg provides a good summary of consensus estimates. This will in turn demand radical attitudinal change. We would like to show you a description here but the site won’t allow us. “Super strong US employment data will embolden Fed to push to 5. 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. “Real interest rate hammer has yet to fall would like to show you a description here but the site won’t allow us. “Bitcoin down at US$20k again, but Aussie house prices stabilising once more while equities tank. ”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. 25pc and possibly beyond, also raising risk RBA hikes past 3. Verified account Protected Tweets @; Suggested users “Worst house price declines in 42 years, with more to come. they all roll over the same. new Tweets. ly/3tKymvn 8:25 PM · Nov 21, 2022 · Twitter Web App@cjoye Aussie house price update to 25 July: Sydney prices down 1. Australia faces "largest and longest house price correction in history" According to CoreLogic records dating back to 1980, Australian dwelling values have never fallen by more than 11% across the combined. Funny thing is many keep saying it hasn't crashed yet. @cjoye. . . “@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. @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… @cjoye A tiny, single day drop in Aussie house prices evidenced in the CoreLogic daily data---is it pure noise or something more substantive as tighter policy grips? corelogic. . @TheKouk · Jul 8. com. Log in. @cjoye, @masters_joanne, @ImpactEconAU & @markgkenny. com. 4% pa return. Bank of M&D or other exogenous injections can only go so far. 1:24 AM · Jul 9, 2023 · 10. The stunning incident occurred in the waters off Werri Beach in New South Wales on Sunday and was captured on video. 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. christopher joye on Twitter: "A property I heard about was. They all have movies on Netflix, and Netflix is down 80%. christopher joye on Twitter: "Morning!" / Twitter. “GS: Australian capital-city dwelling prices rose +0. What’s the result?”We would like to show you a description here but the site won’t allow us. However, the. “The great regime change: growth and cheap money are dead of risky assets ‘living in a parallel universe’ - A recession may be precisely the jolt lackadaisical Millennials require to lift their game. Huobi announced $18. Sign upWe would like to show you a description here but the site won’t allow us. Why are they silent on the stock NFLX performance???”“Westpac/MI Australian Consumer Confidence now lower than GFC levels--and aside from March 2020, the lowest since 1990. . Australian money is rushing out of the crypto exchange, and customers are willing to accept a big haircut to cash out their holdings. True, but houses / home units are hard to beat. We would like to show you a description here but the site won’t allow us. 2 days ago. 3%, Melbourne/Brissie both down 6. “Pretty clear RBA has been spooked by house price collapse, which is only going to get worse”christopher joye on Twitter. macrobusiness. “@cjoye Well this RBA info has finally caught up with Alan Kohler I photo’d the tv last yr & kept the dates visible I added words he was saying to the slides Check out the dates! August & October LAST YEAR!”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. Don’t know anyone else that predicted that. Redirecting to /cjoye/status/1675386755422494722 Embed Tweet. estimates will revise down a bit. ”“With an inflation-targeting central bank, cash is actually one of your best inflation hedges”See new Tweets. 8%mom in March, the first monthly increase since April 2022 and the largest monthly increase since January 2022. Interest rates have soared, but commercial property values have barely moved. 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 would like to show you a description here but the site won’t allow us. 7%; Brisb off 1. com. afr. Where did you get 20% from?”RBA governor Phil Lowe said today that for Aussie inflation to hit its 2-3% target, wages can only grow at circa 3. First time I've properly suited up in a long while. 6%mom) prices led the increase. @cjoye. This will be record housing crash, 100% triggered by rate hikes - it has only just started. No wonder RBA is slowing down. 1. @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. 1%; Brisbane prices down 0. I believe this includes offset accounts. 0 replies 0 retweets 8 likes. 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. “House price crash update: Syd prices down 6. This will bring the RBA much closer to global central banks like BoE at 4. “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. Bang on our forecast for 15-25% cumulative loss. 76% from 0. Aussie housing collapse spreads as Brisbane joins the Sydney and Melbourne crash bit. ly/3pmX9Dk. 4%. christopher joye. Sign upLog in. ly/3tKymvn 8:25 PM · Nov 21, 2022 · Twitter Web App @cjoye Aussie house price update to 25 July: Sydney prices down 1. 5%; 5 capital cities have fallen 3. @cjoye. Higher long-term risk-free cash rates are going to create a protracted pain trade for risky assets. First miss on EPS since IPO, I think. Australia needs to produce more with fewer people. 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). ”Log in. We would like to show you a description here but the site won’t allow us. “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. @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. 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. Redirecting to /cjoye/status/1675386755422494722Embed Tweet. Verified account Protected Tweets @; Suggested users“Worst house price declines in 42 years, with more to come. We would like to show you a description here but the site won’t allow us. Sydney is off 10. “Why is Bitcoin back down at US$22k?”“@cjoye You should dissect Aus equities vs S&P500. Like. Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager at Coolabah Capital. Verified account Protected Tweets @; Suggested [email protected]! From US2yr notes to the Russell2000 and Peleton, Netflix, AfterPay etc etc etc. 30 Nov 2022 01:03:22 Australia faces "largest and longest house price correction in history" - MacroBusiness In this conversation. @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. 1%. Given the number of markets that have had this set up and tanked. 5% pa, or 2. . In this conversation. 2B cash! @cjoye Aussie house prices now correcting fast as rates rise, led by Sydney and Melbourne: RBA will struggle to lift past 1. The latest tweets from @cjoye christopher joye. . 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. Sitting on $6. 10:21 PM · Jul 8, 2022 · Twitter for iPhone. 1%, declining at a 17% annual rate, while Brisbane prices fall at 20% annual rate bit. Log inWe would like to show you a description here but the site won’t allow us. The real problem, people still spending and employment strong. 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. We would like to show you a description here but the site won’t allow us. 1. . Our predicted housing recovery continues @FinancialReview (Prelim. I am not a house price bull. “@cjoye Sir. 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. 04 Jun 2023 22:01:37We would like to show you a description here but the site won’t allow us. Prepare for equities and property pain - my analysis. 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. Property is ‘sleepwalking’ towards its biggest test since the GFC. christopher joye. Discerning Coins for example is a new way of collecting coins - using the blockchain! Chris, we've talked about this. 16 May 2023 00:02:27“Aussie house prices fall another >1% in November, total loss now 7. We would like to show you a description here but the site won’t allow us. 3. We would like to show you a description here but the site won’t allow us. 9% vs 56. 0% (0. Investors want little to do with a sector heading for a big dose of reality. 1KWe 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. 6% for one year but if taken from the peak in Sept 21 its -30% plus. Aug 16. "We would like to show you a description here but the site won’t allow us. afr. 5k USD when you started this fund in May 2020. This will in turn demand radical attitudinal change from entitled millennials who have never experienced high…. 4%mom) and Melbourne (+0. . We would like to show you a description here but the site won’t allow us. “Aussie house price crash about to pass through all-time record of an 11% peak-to-trough loss. @cjoye. 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. Found. Interesting to see Treasurer Jim Chalmers trying to directly jawbone the RBA into not hiking by arguing that the inflation result does not meet. christopher joye on Twitter. We would like to show you a description here but the site won’t allow us. 1:56 AM · Jul 29, 2022 · Twitter Web App. 7% in July; Melbourne prices down 1. 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. ”christopher joye on Twitter: "Good morning!" / Twitter. Team Talk: Cowboys 2023 overview, best 17, squad update. 2:58 AM · Jun 30, 2023. 1. Sign upIn this conversation. 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) . 3. . au. 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. “@cjoye @PeteWargent Both this and Labor shared equity policy are attempts to shore up supporter bases/buy votes. “Morning!”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. Fun interview with nabtrade on bond markets. 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. 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. Drone operator Christopher Joye posted. It’s funny because traders on the street know that on Friday mornings, I will be buried in one. Sign upWe would like to show you a description here but the site won’t allow us. . 1%; Brisbane prices down 0. We await policy details to review our outlook". . 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. “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. 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. Key takeaways * 15-20% peak to trough in Australian housing prices remains the view. May 2. In this conversation. 85% to 4. Sign upchristopher joye @cjoye. 9. 8:58 PM · Oct 5, 2022 · Twitter Web App. Log inWe 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. "It's global cyber war out there". “@cjoye Japan took over 10 years from peak to 'bottom' with a similar size bubble. You actually charge people a fee for that performance?”“@KirilRuvinsky @cjoye People are away in Sydney, this Aussie day turned into a long weekend, my wife works in circular quay and there were 5 people on her floor at work! People are still spending and it appears that less people under 35 have a mortgage these days, rising unemployment is the only key”Imaging if mums&dads can directly access to 6. Honestly, we hit the limit current incomes can support. We would like to show you a description here but the site won’t allow us. . I'm often asked how much time/effort it takes to write an AFR column. In this conversation. 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. Master Your Unstoppable Mindset. Wonderfully cherry picked data in desperation to keep credibility of the narrative that allows them to be defenders of last resort of the great Australian credit fuelled housing bubble. . Verified account Protected Tweets @; Suggested usersWe 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. New RBA analysis shows that between 15% and 17% of all Aussie borrowers are likely to experience negative cash-flows as a result of rate hikes in the RBA's base-line and adverse scenarios“@KellyAlspals @cjoye ALD share price hasn't moved much, so either no productivity or wage-rate spiral imo. ”We would like to show you a description here but the site won’t allow us. Conversation. Well done. “@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. We would like to show you a description here but the site won’t allow us. Prepare for equities and property pain.