LCI INTERVIEW WITH DAVID BIRD: Catherine Cashmore and David Bird examine the Bathla collapse, the turning land cycle and what the charts are signalling for equities, gold, oil, copper and resources as investors prepare for the next phase of the market.

BATHLA COLLAPSE could prove to be one of the most significant warnings yet that Australia’s 18-year land cycle is turning. Catherine Cashmore examines the collapse of one of Australia’s largest property developers alongside more than a century of research into building and property cycles, including the work of Alexander Cairncross, John Parry Lewis, Marcus Fleming, Frank Pearson, George Warren, H.A. Shannon, Gustavo Cortes and Cameron LaPoint. From historical 18–20-year buil

Is Berkshire Hathaway really America’s No. 1 retirement stock? Callum Newman examines Warren Buffett’s mistakes, Berkshire’s latest US housing bet, and what the 18-year land cycle could mean for investors as 2026 unfolds.

Explore the 18-year land cycle with Michael Matusik as we test the pattern against Australian property history, revisit Samuel Benner’s remarkable forecasts, and consider what the cycle may be telling us about property markets, politics and the road ahead.

SEPTEMBER 2026 MARKET UPDATE: Andrew Pancholi joins me for a timely look at the critical cycles shaping stocks, gold, Bitcoin, currencies and commodities as markets enter one of the most historically volatile months of the year. We discuss September’s bearish seasonal pattern, the 18-year echo of the 2008 financial crisis, Andrew’s recent market-timing successes, and the key turning points he is watching as we head into the final months of 2026.

The Biggest Property Downturn in 45 Years may now be taking shape as Australia reaches the predicted peak of the 18-year land cycle. This week, I look at the extraordinary forces that have driven the final stages of the global land boom, the warning signs now emerging across property and credit markets, and the growing parallels with previous cycle peaks. I also speak with veteran Australian property analyst Cameron Kusher about falling prices, weakening demand, which cities

Andrew Pancholi joined me again this week for a quick look back at the calls contained in his August Market Timing Report — and an early warning about what may now be developing across the grain markets.

Callum Newman examines how the continuing conflict with Iran and restricted energy flows through the Strait of Hormuz could keep oil and LNG prices elevated. He considers the potential cash windfall for Australian energy producers, focusing on Santos as production from its Pikka and Barossa projects begins to increase.

Australia’s property crash may have only just begun. Catherine Cashmore examines how far prices could fall, why this downturn will be harder to reverse, and how the end of the land cycle and Kondratieff wave could spread through banks, household spending and the sharemarket.

The CAPE charts correctly forecast Australia’s COVID property boom—and the extraordinary divide between Perth, Brisbane, Adelaide, Melbourne and Sydney. Now updated with the latest data, what are they warning about Aussie property markets into the 2030s, which cities face the sharpest downturn, and where will the next investment opportunities emerge?

When will the next stock market crash at the end of this land cycle occur? Catherine Cashmore uses the 90-year cycle, the land cycle and more than a century of Dow data to narrow the coming collapse to a critical window....

Watch the re-recorded LCI Live event with Catherine Cashmore and financial guru Pete Wargent as they answer subscriber questions on the housing downturn, whether oil could surge beyond US$150, MMT and government debt, Harry Dent’s forecasts, and what lies ahead for Melbourne, Victoria, Perth, rents and property investors.

Andrew explains why he believes August could be a critical and unsettled month, with several geopolitical cycles pointing to a possible escalation in the Middle East and further disruption to global shipping, supply chains and energy markets. We discuss his outlook for oil—including his longer-term targets of US$147 and US$183 a barrel—along with the signals he is watching in gold, copper, currencies, Bitcoin, semiconductor stocks and the S&P 500.

After sitting down with Harry Dent, I examine his warning of a 60% Australian property crash, why his past forecasts failed, how demographics and the land cycle shape housing markets, what the 1920s property bubble teaches us—and whether investors should follow his advice this time.

America’s housing market may still be generating headlines about record median prices, but the underlying evidence tells a very different story. This report examines where the United States currently sits in the land cycle, separating the median prices of new and established homes from the more revealing indicators of construction, sales volumes and housing turnover....PLUS we hear from Callum Newman about The ASX stock that warned of the property downturn happening now…

Discover why America's housing market is sending a powerful warning to Australia. Catherine Cashmore sits down with U.S. housing analyst Melody Wright to examine collapsing housing turnover, apartment oversupply, office-to-residential conversions, AI-driven liquidity and why this property downturn could eclipse 2008. Also get an update on the Australian property market and why the supply crisis is not what it seems..

Gold Turns on the Date - Callum Newman explains why he believed gold was nearing a major turning point just days before the rally. In Gold Turns on the Date, he reveals how Andrew Pancholi's market timing forecast identified the reversal window almost to the day, why mainstream sentiment got it wrong, and what it could mean for the next phase of the precious metals bull market.

Updating the Property Indicator That Has Predicted Every Major Recession. The latest Kavanagh-Putland Index update reveals what property turnover is signalling about Australia's economy, the 18-year land cycle and the growing risk of recession. Discover why turnover—not house prices—has consistently provided one of the earliest warnings of economic downturns.

Discover the key dates in July that Andrew Pancholi believes investors should be watching. We discuss the outlook for global markets, geopolitical risks, oil, the S&P 500, and the historical cycles that could shape the weeks ahead.

This week, Callum Newman joins me to explain why he believes the Australian resource sector still has years to run, despite the recent pullback in gold and mining stocks. Drawing on the Kondratiev Wave, Chinese liquidity and the resource cycle, Callum shares his simple investing mantra for navigating the ASX over the remainder of the decade. I also examine one of the biggest investment themes to emerge from this year's Federal Budget: commercial property. Time to buy?