The World As We Knew It No Longer Exists
Not our words, the Netherlands' own government advisory council. This week: why Australian house prices cannot keep outrunning wages, and the one rule that matters more than any forecast, don't lose money.
"The world as we knew it no longer exists." That is not us talking, it is the Netherlands' own scientific council advising their government on economic policy. We have been saying it for two years. It is now showing up in the advice institutions give governments.
… what Europe's exposure to a Chinese export machine, and a Russia that sides with it, means for where capital moves next …
… the maths behind why Australian house prices, now nine times wages, cannot keep climbing, and what the RBA's own survey reveals about the public's understanding of inflation …
… the strategy that beat buy-and-hold since 2000 without the stomach-churning drawdowns, and why a CAPE of 39.5 means the first rule, don't lose money, matters more now than at almost any point in market history …
The Weekly Video Review, Steve, Tom and Jacob on camera walking through this week's whole issue
Europe's China problem, and why a 44.2% election result in Germany is a live signal of how fast the ground is shifting
The full house price maths, the wages chart since 1981, and the RBA survey most people have never seen
The 50% capture strategy that beat buy-and-hold on a dollar basis, and this week's Grey Swans podcast breakdown
The names we are actually positioned around. Not hints. The calls themselves, and the thinking behind every one.
Out Monday: the Middle East growing more dangerous by the week, why Canadian and New Zealand property have already shown Australia its own future, and why the geometric return, not the average, is the number that actually decides your wealth. Hit follow now so it lands in your feed the moment it goes live.
The full weekly issue, monthly live coaching calls with Steve, Tom and Jacob, the TMM Learning Hub, the members video and every show notes document. The average financial adviser charges around $7,000 a year. This is $9.99 a week, and you keep the knowledge forever.
P.S. The CAPE is at 39.5, in the top fifth of every reading since 1870. Whatever comes next, the members who see it coming will be the ones who joined before it did.
This newsletter is for informational purposes only and does not constitute financial advice.
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