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Acting Man's Comment & Analysis.
Access a complete archive of all posts and research produced by Acting Man, including current material.
Access a complete archive of all posts and research produced by Acting Man, including current material.
Australian Property Bubble On A Scale Like No Other
By Pater Tenebrarum - Oct 11, 2016
1
Guest post by David Llewellyn-Smith Yesterday Citi produced a new index which pinned the Australian property bubble at 16 year highs: Bubble trouble. Whether or not we label them bubbles, the...
Will The Commodity Sector Rally Continue?
By Pater Tenebrarum - May 04, 2016
Pros and Cons The recent rally in commodity prices has surprised many market participants and has greatly supported the stock market’s rebound. It has also made bulls out of a number of former...
Australia’s Housing Bubble: In The Grip Of Insanity
By Pater Tenebrarum - Feb 24, 2016
1
Perverse IncentivesWe haven’t written about Australia’s residential real estate bubble for some time (readers may want to check out last year’s post “Australia’s Bubble...