An unmissable conversation with Callum Newman, who was one of the early writers of the 18-year land cycle. We examine Fred Harrison's extraordinary forecast that the market will not recover, the AI investment mania, historical parallels with previous speculative booms, and what could finally burst the bubble. Two experienced land cycle forecasters explore the risks facing property, stock markets and the global economy as we approach 2027. Not to be missed!

Is the next share market rally a dangerous trap? Callum Newman examines the growing risks in Australian housing, the extraordinary AI investment boom and the warning signs emerging from major ASX companies. Discover why the 18-year land cycle suggests the worst may still be ahead, and why investors should think carefully before buying the dip.

Callum Newman's been to the library again. It's one of his favourite places to hang out - and has been inspired enough to write us a book review as part of this week's Land Cycle Investor report. Do we really have a housing shortage in Australia? Or is it all bunkum?

Callum Newman examines the debt-fuelled empire of Sanjeev Gupta, the extraordinary valuation behind the Firmus AI float, and what both reveal about the risks building as the economic cycle turns. Are we approaching another financial reckoning?

Copper typically runs hard into the peak of the Land Cycle, but what happens as the cycle turns? Callum Newman examines the increasingly bullish copper story and the warning signs now appearing beneath it — from China and global inventories to tariffs, positioning and the AI-driven demand narrative. Is copper setting up for another leg higher, or could investors be looking in the wrong direction as the downturn approaches?

Is Berkshire Hathaway really America’s No. 1 retirement stock? Callum Newman examines Warren Buffett’s mistakes, Berkshire’s latest US housing bet, and what the 18-year land cycle could mean for investors as 2026 unfolds.

Callum Newman examines how the continuing conflict with Iran and restricted energy flows through the Strait of Hormuz could keep oil and LNG prices elevated. He considers the potential cash windfall for Australian energy producers, focusing on Santos as production from its Pikka and Barossa projects begins to increase.

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…

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.

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?

When is the peak of the land cycle? There was no one better to have this discussion with than Callum Newman. Callum is a seasoned observer of the land cycle, having written extensively on the subject between 2013 and 2016 as co-editor of Fat Tail Investment Research’s much-loved newsletter Cycles, Trends & Forecasts, and later Time Trader alongside economist, trader, and author Phillip J. Anderson (and later myself!). We dig into the fundamentals of Australia's land cycle.

In this week's land cycle investor we dig into the recent stock market flash crash and analyse the many resonances between the 1920s land cycle and the 2020s current land cycle. What's going to happen next?...

Copper is not just another industrial metal—it’s the lifeblood of civilisation. It also gives a good signal for the peak of the land cycle.

Gold rebounds strongly as we reach the final years of the land cycle (and longer k-wave).

Callum Newman joins LCI this week, to share his his tips for stock picking through the final years of the Land Cycle

There’s quite a bit of economic data circulating in the news right now that I thought needed to be brought to your attention. So, I jumped on a call with my former co-editor for Cycles, Trends and Forecasts, Callum Newman, to discuss all that’s happening that could bear effect on the remainder of this cycle. We cover… The record property price boom in WA that has seen total residential values explode to a whopping $768 billion. Victoria’s property market bubbling upwards, wit