A few days ago, I joined the two renegade economists, Dr Cameron Murray and Leith van Onselen , to bust a few myths about the current economic environment. I also got their insights into the cycle as we transit through the final few years to the peak in 2026. Both Cameron and Leith write their own independent narratives on the real estate market and macro economy — with information that stands refreshingly apart from the BS shared in the mainstream media. After all, over the

The land market — and the credit created against it — drives the real estate cycle, which drives the economy, which ultimately drives both the stock market and the real estate market. If you don’t understand the land market, you’re blind to the risks and opportunities taken while invest. By viewing the economy through the lens of the 18-year real estate cycle, you have an advantage over every other investor. At the very heart of the real estate cycle, chasing the unearned wea

If you caught Wednesday’s edition of Land Cycle Investor , you’d be aware of the changing trends shaping the mortgage market to enable banks to keep lending. The moves mirror patterns observed in the second half of previous cycles. Notably, in the UK, banks are gearing up to offer no-deposit 100% mortgage loans. A growing number of homebuyers are embracing ‘ultra-long’ mortgages, with terms extending beyond 35 years. This shift has propelled the average asking price of UK pro

A few weeks ago the chief economics commentator at the Financial Times in London, Martin Wolf, penned an excellent article called ‘ The Case for a Land Tax is Overwhelming ’. Here’s an excerpt: ‘ I have long been a supporter of taxing land value. Such a tax would be economically efficient and morally just. But it has been politically impossible: the landowning interest, which now includes a large part of the population as owner-occupiers, has been too strong. This is a trage

It’s not every day that I find myself aligning with the views of Stephen ‘The Kouk’ Koukoulas. He is a bit of a legend in the Australian economics scene, having worked for the Commonwealth Bank, TD Securities, and Citibank, among other big-name institutions. He also worked as an economic advisor to former Prime Minister Julia Gillard. Late last year, he took part in ‘The Great Housing Debate’ with Coolabah Capital’s Chris Joye. During the debate, The Kouk forecast that Austra

A few weeks ago, I interviewed Global Forecaster’s David Murrin to discuss his analysis of the Kondratieff long wave and the prospect of war at the peak of this current cycle. David Murrin is one of the smartest men I’ve had the pleasure of meeting. He’s a renowned global forecaster, author, and entrepreneur, known for his groundbreaking work in predicting and analysing major world events. With a career spanning over three decades, Murrin has earned a reputation as one of the

Today we follow on from Fred Harrison’s interview I brought to you last week. In that interview, Fred concludes that this cycle will continue to a peak in 2026 but be followed by war. This is why Fred sees this cycle as different from others. In Fred’s words: ‘ In my view the 18-year cycle will continue to extend, house prices will peak in 2026. ‘ The end of the cycle is 2028 – the depths of the recession. ‘ But unlike previous end of 18 year cycles this one will be a particu