Articles

Energy cost curve
Energy: Price Parity no Party for Coal
Bloomberg just published another stark reminder of the shifting landscape for energy generation – fossil fuels have a limited time
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Deceiving headline yields in property
  With decent investment yields increasingly hard to find, it is important to avoid yield traps when looking for alternatives
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The magic of manipulated valuations: WeWork vs your Superannuation
  WeWork put its Initial Public Offering on ice this week as the company realised it would not be valued
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Problems facing the LNG market
  Some welcome news for LNG producers as the spike in the oil price flows through to the gas price
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Typical Credit-Driven Housing Cycles
The one Australian Economic question that matters
First, I need to set the scene. I wrote recently about how messed up the Australian economic cycle is, noting
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Mining Jobs
Capex: Good for sectors attached to a government teat
I’ve been having a second look at the private capital expenditure (capex) forecasts for Australia released last week. Capex is
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