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?

Could the end of the land boom be closer than most investors realise? In this exclusive interview, global liquidity expert Michael Howell joins Catherine Cashmore to explain why the world's financial system is driven by liquidity, how debt and refinancing pressures are building, and why his liquidity cycle is pointing towards a critical turning point in the years ahead. We discuss the relationship between global liquidity, interest rates, inflation, property markets, credit c

War tensions are rising. The biggest stock market sell-off of 2026 has arrived. Buffett's favourite valuation indicator has surged to a record 260%, while SpaceX prepares one of the most expensive IPOs in history. Are we witnessing the final speculative phase before the downturn? Plus: why Melbourne may now be Australia's most undervalued capital city.

Has World War III already started? Are governments losing control of debt and inflation? In this fascinating LCI LIVE webinar, global forecaster David Murrin shares his biggest predictions yet, covering war cycles, China, commodities, gold, silver, energy, bond markets and the future of the Western world. From where to hide capital during turbulent times to his most controversial forecast ever, this is one of the most thought-provoking discussions we've hosted. Includes audie

The property crash we have to have is already underway. In this week's report I share on-the-ground evidence from across the market, revisit the striking similarities between today and the period immediately before the COVID mid-cycle recession, examine the warning signs flashing for stocks and property, and dig deeper into the big question investors are now asking: does the downturn arrive in 2027, or does history stretch it out until 2028?

This week’s report covers one of the most important discussions I’ve had this year – a LIVE LCI Zoom event with master cycle analyst Andrew Pancholi, creator of the Market Timing Report and director for the Foundation for the Study of Cycles Andrew joined me to answer subscribers questions and discuss the major economic, financial and geopolitical time windows now converging into the critical 2026–2028 period.

I caught up with Fred Harrison this week to discuss his latest book and what he expects to occur at the end of the current land cycle - with the potential for the destruction of civilisation as we know it. Fred's insights are explosive - if you want to understand the cycle on a far deeper level than most economists go - don't miss this one...

Australia’s latest budget tax grab could not have come at a worse time. In this report, we examine the quarantining of negative gearing, changes to the capital gains tax discount, falling housing finance, weakening clearance rates and why history suggests the policies may intensify the forecast downturn into 2028. Includes analysis of the 45-year cycle..

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.