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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


Calling the Gold Turn…to the Date!
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.

Callum Newman
Jul 3


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


In Conversation with Callum Newman.. Timing the Peak of the Land Cycle
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.

Catherine Cashmore
Aug 16, 2025


Has The 2025 Flash Crash Just Lit the Fuse for a Land Market Explosion..?
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?...

Catherine Cashmore
Apr 12, 2025


What Copper’s Record Highs Are Telling Us About the Land Cycle Peak
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.

Catherine Cashmore
Feb 15, 2025


In Conversation with Callum Newman - what's ahead for gold!
Gold rebounds strongly as we reach the final years of the land cycle (and longer k-wave).

Catherine Cashmore
Aug 17, 2024


Stock picking through the Winner's Curse with Callum Newman
Callum Newman joins LCI this week, to share his his tips for stock picking through the final years of the Land Cycle

Catherine Cashmore
Apr 5, 2024


News You Should Know! Callum and Catherine Discuss the Latest Cycle-Impacting Events
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

Catherine Cashmore
Sep 15, 2023
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