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.

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.

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.

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.

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 push to a 2026 peak: why the housing market still rises before the downturn, where credit cracks are forming, and an interview with what SQM Research Founder Louis Christopher sees coming.

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.

Is Australia’s land bubble about to burst like the U.S. did in 2008? Economist Steve Keen joins Catherine Cashmore to reveal why government debt isn’t the danger—private debt is. Learn how soaring land values, fragile credit growth and reckless policy are setting up the final act of the cycle.

As the 18-year land cycle nears its peak, new geopolitical and economic forces are converging. This week we explores how war cycles, China’s grip on critical minerals, and the West’s fightback through the U.S.–Australia minerals pact are reshaping global power. Also featuring exclusive insights from strategist David Murrin on war, AI, and the coming quantum age.

Nothing New Under the Sun – this week’s Land Cycle Investor report uncovers how history’s great market and war cycles repeat in uncanny harmony, from Israel’s peace deal to Gann’s 18.6-year financial timetable and the looming land-cycle peak. Learn the timing tools of the trading greats...

The U.S. real estate bubble is reaching breaking point. In this week’s Land Cycle Investor report, I explore how America leads the global land cycle—and speak with housing analyst Melody Wright about whether the end of this land cycle could be a 2008 repeat or worse!

Uncover the power of the 100-year cycle and its link to the land cycle. Learn when the next stock market peak is due, why past crashes repeat, and what history signals for 2026–29.

In this week’s Land Cycle Investor, we dive into New Zealand and Canada to ask whether their sharp corrections offer a preview of how Australia's Land Cycle will end. The report also features an exclusive interview with MacroBusiness co-founder Leith van Onselen — packed with charts and data, all available for you to download below.