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The Week That Was - September 5th

Sep 05, 2025
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The Week That Was September 5th

 

New Podcast: Ep 100! 

We’ve just hit episode 100. What started out as three mates with three listeners has now grown into a community that spans more than 100 countries and ranks among the top 30 business podcasts on Spotify.

We want to say a huge thank you to everyone who has tuned in, shared an episode, sent through questions, or simply listened along quietly in the background. Your support has made this journey possible and kept us showing up week after week.

Our goal has always been to cut through the noise, share honest conversations, and give you evidence-based insights you can actually use. Reaching this milestone is as much about you as it is about us. Here’s to the next 100 episodes.

Episode 100! 

 

Global Events

  • Happy Birthday Wazza! 95 and still going (with $350 US billion in cash).
  • China market leverages up! 35 percent return (so far). But....
  • Aussie economy shows signs of life. Kind of....
  • US housing market - Show me the incentives and I'll show you the outcome. 
  • Aussie property - be alert and alarmed?

 

The Oz Economy 

Property continues to boom. Thanks Albo.

And across the ditch, New Zealand looks to be in a down trend. 

There are rising concerns the ASX is looking bubbly. Our economic growth rate is around 1.8 percent which is nothing to get excited about. So maybe the ASX is a little ahead of itself? 

Share prices go wild while earnings have 'basically done nothing'

The ASX at record highs is 'overvalued', according to market analysts, who say investors are paying too much for shares, considering some...

www.abc.net.au

The boom is back! Ok, maybe exaggerating a little. 

Breaking: Australian economy beats low expectations with 1.8pc...

The Australian economy grew 0.6 per cent in the June quarter, slightly ahead of economist expectations.

www.abc.net.au

Lesson of the Week

One important aspect of investing is what is called the sequence of returns and the way it impacts on returns. When you hear about the long term average, make sure it is the geometric avearge not the arithmetic average.

 

 

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