Read The Land Cycle - a major new paper evidencing the history of the cycle and how it impacts Australia ..

This report examines the growing warning signs of a potential financial collapse through the lens of the 18-year land cycle. From the inversion of the U.S. yield curve and weakening consumer sentiment, to rising foreclosures, slowing property transactions, stretched housing affordability and surging investor debt, the evidence is mounting that the global economy is approaching a major turning point...

Full replay of the LCI Live Q&A Event covering investor questions on market timing, listings, building activity, and how current conditions are setting up for a potential crash.

Using long-range historical data and decade cycle analysis, this report maps the likely progression of equity markets through 2026 and 2027. Includes a detailed presentation by analyst Kalvert K Clark...

This Market Update for 2026 examines the easing tensions in the Middle East, the fragile stability of global energy supply, and the growing risk of an oil-driven inflation spike as the land cycle approaches its peak. With historical parallels to 1974, 1991 and 2008, the report explores how rising fuel costs, tightening credit, and the overlooked role of land in inflation are converging to set the stage for a potential 2026–2027 downturn. It also unpacks key astrological timin

A few weeks ago I sat down with Greg Canavan, Editorial Director of Fat Tail Investment Research and editor of its flagship advisory, Fat Tail Investment Advisory for a broad ranging discussion on the land cycle and how events are playing out into the peak including, how a rising oil price could break the housing market.

Property investors are being warned – this is the final phase of the land cycle. This report breaks down Australia’s two-speed housing market, the surge in Perth, Brisbane and Adelaide, and why Sydney and Melbourne have already turned. Drawing on the historical work of Homer Hoyt and Roy Wenzlick, it explains how population growth, supply constraints, and construction cycles drive booms – and why rising listings, slowing migration, and late-cycle signals point to a market tur

The End of the Land Cycle – a closer look at the probability of a 2026 versus 2027 downturn, with insights on the 60-year cycle, credit stress, energy shocks and late-cycle conditions. PLUS Master market forecaster, Andrew Pancholi joins me for an interview to discuss the probabilities further.

A compelling conversation with Edward Dodson, one of the most respected voices in Georgist economics, exploring the role of land, taxation, and speculation in driving the economic cycle. This interview uncovers the deeper forces behind booms, inequality, and the conditions that lead to downturns.

A deep dive into the signals pointing toward a potential stock market crash, as cycle analysts increasingly focus on 2027 rather than 2026. This report examines the decade cycle, 60- and 90-year patterns, rising global risks, and tightening credit conditions to uncover the timing and warning signs of the next major downturn.

This week’s interview with Andrew Pancholi goes well beyond a general market chat. It is really a discussion about where we are in the war cycle right now, why war risk is rising, how commodity markets are already responding, and why that matters for inflation, interest rates, recession risk and, ultimately, the end phase of the land cycle....

Before the headlines catch up, this report identifies a clear timing window, drilling into tightening credit conditions, US private debt stress, rising oil prices, and late-stage housing data – all pointing toward a significant economic recession...

This week’s LCI report examines how war has historically disrupted the land cycle – shifting both timing and prices. Drawing on Homer Hoyt’s research, the Kondratieff Wave, and historical commodity cycles, we explore how major conflicts have distorted real estate markets in the past and what that may mean as we approach the current cycle peak. Plus an exclusive interview with global forecaster David Murrin.

War, oil shocks and tightening credit are echoing the 1970s land cycle peak. This report explores what that means for property markets, inflation and the next downturn. PLUS exclusive interview with US analyst Melody Wright

LCI Live replay unpacking late-cycle warning signs – from CGT and credit

Australia’s capital gains tax reforms could reshape the housing market. Discover how tax policy fueled land price inflation, speculation, and the land cycle – and why Victoria offers a real-world case study of what happens when investor demand weakens.

AI mania has reached a dangerous extreme. From Super Bowl advertising excess to 100-year bond issuance and the explosive build-out of data centre infrastructure, We examine the unmistakable signs of a late-cycle peak - the 30 year cycle and timing of the collapse - and the risks now emerging beneath the surface.

Global real estate markets are crashing as the land cycle peaks. From the US to Canada, London and Australia, falling prices, rising debt and tightening credit signal the turn is already underway. What does this mean for the Land Cycle's timing in Australia... ?

Hotspot reports promise clarity and deliver noise. This report cuts through the metrics to explain what really matters in land cycles.

The Australian Land Cycle Is Distorted. Catherine Cashmore and Leith Van Onselen unpack 40 years of housing, credit and population data to explain why today’s market no longer follows a clean boom–bust pattern – and what that means as the cycle matures.