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

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.

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....

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.

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?

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...

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

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 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.

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

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.

The year of the fire horse is examined alongside the land cycle to explore why periods of war, disaster, and financial stress tend to cluster near major cyclical turning points such as 2026. PLUS Global Forecaster David Murrin joins me to warn of a 2026 disaster..

This report examines the 36-year cycle alongside the land cycle, tracing market peaks, war escalations, and power shifts from 1917 to 1989 to assess what 2026 may bring.

Inside the Foundation for the Study of Cycles – uncover the original research, land cycle archives, and insights shaping today’s boom–bust patterns.. Including an in-depth interview with Richard Smith of the Foundation for the Study of Cycles, exploring land cycles, archives, and why cycles still matter.

Interest rates sit at the centre of every land cycle peak. This analysis explains why tightening returns late in the cycle, what it means for property prices, and why timing now matters.

A deep dive into the “everything bubble” – why AI sits at the centre of today’s market mania, how land cycles explain the boom, and why data centres, tech stocks and commercial real estate are heading toward a 2026 turning point.