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This week's Premium issue, The Full Cycle, is live, and so is the Members Message video. Steve, Tom and Jacob walk through the whole thing on camera before you even open the newsletter.
Inside: the complete full-cycle returns table back to 1877, showing what $1,000 actually turns into once you count both the bull run and the bear market that follows it. The CAPE ratio charted...
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Full NewsletterÂ
This week's Premium issue is live. Steve, Tom and Jacob open with a Voltaire line worth sitting with: "Doubt is not a pleasant condition, but certainty is absurd." It sets up the whole issue.
Inside: why economic pressure has become the tool of choice in the renegotiated global order, what a leading property economist is saying about Australian property's investment case, a m...
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This week's Premium edition is ready. Here is what is inside:
The Members Message: the bubble nobody questions. The AI claims being waved through, the debt and private credit chicanery behind them, and why we think technopia and finance end this one together. The members video is linked inside.
The Oz Economy: the ASX 200 is two bets. Almost 60% of the index sits in financi...
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