Some seem to be making money from this war ..
www.bloomberg.com/news/article...
www.reuters.com/business/ene...
www.wsj.com/finance/stoc...
Posts by Tim
You have to be kidding me ...
@tmfscottp.bsky.social this is worthwhile reading. Just one scenario but one that is awakens the senses to the economic potential of AI to alter how we think about value
www.citriniresearch.com/p/2028gic
An apt analogy, and one that applies to other areas of technology, too.
E.g. what contribution did AI make to the creation of the knowledge it now makes available via a monthly subscription?
Worse, when AI fluffs it, tech wants us to coach AI to improve it ... by paying them a monthly subscription
Interested in the possibilities of our future with AI? The NYT have put a series of questions to AI experts, there responses make for interesting reading
This gift article can be read for free without a subscription
www.nytimes.com/interactive/...
I didn't know this Senate Solevt Committee had been initiated let alone the track of inquiry
www.abc.net.au/news/2026-01...
The essence of a democracy is that voters have a say in the creation of laws that affect them
Have you have had an adequate say in the creation of Australia's 'hate speech' laws? Their impact on freedom of speech (2nd link)?
www.theguardian.com/australia-ne...
www.alrc.gov.au/wp-content/u...
The 2026 Trust Barometer provides interesting statistics based on respondents from Australia. Polarisation, for example, is are worrisome
www.edelman.com/sites/g/file...
"And its fragility comes from the same source: when even one person stops performing ... the illusion begins to crack"
There is wide applicability in these words, especially in how we participate in our democracy
Everyone has a 'voice' and an obligation to know how and when to use it
"The system's power comes not from its truth but from everyone's willingness to perform as if it were true"
Carney's Davos speech remindes us that compliance needs the compliant, dominance the dominated, oppression the oppressed - and that we have a choice
www.theglobeandmail.com/politics/art...
I found a link www.apsc.gov.au/sites/defaul...
"Bad men need nothing more to compass their ends, than that good men should look on and do nothing"
John Stuart Mill
US internal politics is a matter for Americans. I'll keep my nose out of their business
World politics is a matter for all and I'll not be told to get in line
www.abc.net.au/news/2025-12...
It's happening all around the world. The younger generation are priced out of owning a home because residential housing has been transformed into yet another investment commodity for rich punters
Its time to return housing back to homes for young families again
www.theguardian.com/us-news/ng-i...
If you're interested in the housing market AHURI have undertaken the first critical analysis of one (and there are many) indicators commonly used in policy design and management
A critical approach is mandatory to transition the market from opaque to transparent
www.ahuri.edu.au/research/fin...
In "Setting Alan Kohler straight on housing policy" Coats and Moloney were wrong and Kohler right
Grattan discounted the structural constrains of increasing supply and missed the almost immediate return of unoccupied housing through disincentivising RRE investment
grattan.edu.au/news/setting...
This is one of those "believe it or not" stories that, surprisingly, is not "fake news"
garethgore.substack.com/p/how-i-acci...
Where can I access the report?
What does "supportive policy" mean in this quote?
Our latest Housing Pulse shows the market powered through spring with strong momentum, buoyed by tight on-market supply, resilient demand, and supportive policy.
Whether rational or irrational, it is investor ... or in this case punter driven
That's where the demand is coming from, the expection of short-term profit
And that's why the young generation cannot afford to buy. Because it's politically difficult to rein in the punters
This increase in house prices is not a result of increased birth rate or immigration
Its market exuberance
It is rational? Is it irrational? www.investopedia.com/terms/i/irra...
Short-term property investing is driving housing unaffordability
As can be seen in the graph from AMP, property and affordability diverged around 2000 when capital gains tax was discounted by 50%
That's when the punters began to have a significantly distorting effect on the market
You knew something wasn't right and, guess what, you were right
This short video takes a look at the tricks used to charge higher prices without consumers being aware
www.nytimes.com/2025/11/28/o...
APRA is signalling that borrowing for investment in the housing market may be over extended
To me, this is like the casino manager saying that a gambler has no more credit
Is Australia's housing market akin to a casino? Is that what housing is for?
Ted O'Brian argues for continued tax relief for property investors
Let's be very clear
The reason that morgage holders are struggling with payments is not a 0.25 or even o.5% uptick in interest ...
... it's the massive size of the principle they need to borrow in order to secure a home at today's prices
www.theguardian.com/australia-ne...
You'd have to be blind Freddie not to be able to see the boosting of RE prices as a 'house of cards'
The news cycle tho, is just catching on to th inevitable as cheap money becomes more expensive
RE is hard to offload quickly, more so in a panic
www.abc.net.au/news/2025-11...
An appropriate way to talk about supply and demand in residential property is
"too much money chasing too few homes"
This perspective exposes both the impact of investor (punter) demand and the benefits for developers to constrain supply