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LCI INTERVIEW WITH DAVID BIRD: WHERE TO HIDE AS THE CYCLE TURNS
LCI INTERVIEW WITH DAVID BIRD: Catherine Cashmore and David Bird examine the Bathla collapse, the turning land cycle and what the charts are signalling for equities, gold, oil, copper and resources as investors prepare for the next phase of the market.

Catherine Cashmore
53 minutes ago


BATHLA COLLAPSE: THE 18-yr CANARY IN THE COAL MINE WARNING FOR AUSTRALIA’S 2027 CRASH?
BATHLA COLLAPSE could prove to be one of the most significant warnings yet that Australia’s 18-year land cycle is turning. Catherine Cashmore examines the collapse of one of Australia’s largest property developers alongside more than a century of research into building and property cycles, including the work of Alexander Cairncross, John Parry Lewis, Marcus Fleming, Frank Pearson, George Warren, H.A. Shannon, Gustavo Cortes and Cameron LaPoint. From historical 18–20-year buil

Catherine Cashmore
3 hours ago


The Biggest Property Downturn in 45 Years looms....
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

Catherine Cashmore
Aug 28


UPDATING THE CAPE CHARTS: WHAT THEY GOT RIGHT—AND THEIR DRAMATIC FORECAST FOR THE 2030s AUSSIE PROPERTY MARKETS
The CAPE charts correctly forecast Australia’s COVID property boom—and the extraordinary divide between Perth, Brisbane, Adelaide, Melbourne and Sydney. Now updated with the latest data, what are they warning about Aussie property markets into the 2030s, which cities face the sharpest downturn, and where will the next investment opportunities emerge?

Catherine Cashmore
Aug 14


60% PROPERTY FALL?! IS HARRY DENT FINALLY GOING TO PIN THE TIMING OF AN AUSTRALIAN PROPERTY CRASH?
After sitting down with Harry Dent, I examine his warning of a 60% Australian property crash, why his past forecasts failed, how demographics and the land cycle shape housing markets, what the 1920s property bubble teaches us—and whether investors should follow his advice this time.

Catherine Cashmore
Jul 24


America’s Housing Market Has Already Peaked — Don’t Let the Media Spruiking “Record Prices” Fool You....
America’s housing market may still be generating headlines about record median prices, but the underlying evidence tells a very different story. This report examines where the United States currently sits in the land cycle, separating the median prices of new and established homes from the more revealing indicators of construction, sales volumes and housing turnover....PLUS we hear from Callum Newman about The ASX stock that warned of the property downturn happening now…

Catherine Cashmore
Jul 17


Inside America's Housing Market Freeze - Why This Property Downturn Could Eclipse 2008...
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..

Catherine Cashmore
Jul 10


CALLUM NEWMAN - My Mantra for the Australian Stock Market...
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?

Catherine Cashmore
Jun 26


Prices Down 15%!? The Property Crash We Had to Have
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?

Catherine Cashmore
May 29


WE ARE HERE - 18-YEARS LATER: THE NEXT FINANCIAL COLLAPSE IS NOW IN PLAY..
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...

Catherine Cashmore
May 8


Warning – before the headlines catch up, the signs and timing window for a significant economic recession..
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...

Catherine Cashmore
Mar 20


War, Credit Tightening and A Repeat of the 1970s Land Cycle & K-Wave Peak...
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

Catherine Cashmore
Mar 7


The Real Story Behind the Proposed Changes to Capital Gains Tax & Its Influence on the Land Cycle ..
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.

Catherine Cashmore
Feb 21


Global Real Estate Markets Are Crashing. Are we moving past the Global 'Real Estate' Peak of the Land Cycle?
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... ?

Catherine Cashmore
Feb 7


The Final Tightening - A Deep Dive into Interest Rates and the Land Cycle
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.

Catherine Cashmore
Dec 13, 2025


LCI LIVE ZOOM EVENT RECAP! Are We There Yet? All Your Land Cycle Questions Answered!
Explore how interest rates, property timing, and global market forces shape the final stages of Australia’s 18-year land cycle. Insights from the latest LCI LIVE ZOOM EVENT cover city trends, gold, farmland, and what to expect as we head toward the 2026 peak...

Catherine Cashmore
Nov 8, 2025


The Great Australian Land Bubble - Steve Keen on Why Governments Aren’t the Problem — and What Really Ends the Land Cycle..
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.

Catherine Cashmore
Nov 1, 2025


The Great American Real Estate Bubble - A Repeat of 2008 or Worse?
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!

Catherine Cashmore
Oct 11, 2025


Patterns in the Aussie Land Cycle that will assist you to "time" the market as a buyer and seller
In this week's LCI report you'll learn how to to time the market making an entry and exit by counting the years between key land cycle turns – we also map how each state and territory has moved through its downturn and show how long you can expect the land cycle recession to last...

Catherine Cashmore
Oct 4, 2025


We're Here.. The Final Countdown to the Land Cycle Crash
We’re entering the last run of the cycle. The question is not if the peak will come, but when. The answer may surprise you. Inside, we show how much time remains before the bell rings - and what that means for investors who leave it too late.

Catherine Cashmore
Aug 30, 2025
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