BLOG: Commentary

Doug Noland on Reflation

photo credit: Passetti Doug Noland is fast becoming a popular online analyst, focusing in particular on monetary policy. He releases a weekly report that summarises global policy developments and market movements in rapid fire succession. Essential reading, very handy...

A Telling Example

photo credit: pyjama People often grasp our message through simple examples. Imagine a friend buys one of these pictured beach boxes for $12,000 in 1994. Meanwhile, you work hard, doing overtime, saving money, being a solid citizen. During the middle of Victoria's...

Fundamental Answers to Fundamental Questions

The economic depression: an occasional commentary # 4 10th January 2009 Bryan Kavanagh, LVRG [If you wish to keep things simple and ignore unnecessary explanation, please proceed to the final, italicised paragraph.] The form of reductionism that has provided DNA...

Over Valuations and the GFC

photo credit: rsepulveda The property industry lobby's reliance on 'friendly valuations' is often a source of contention in the valuation industry. The Australian today raises issues with Experts Question Boom Lending Property analyst Michael Matusik yesterday joined...

Centenary of “The People’s Budget”

An occasional commentary on the economic depression # 3 By Bryan Kavanagh LVRG 5 January 2009, New Year Insights There’s amazing synchronicity in the centenary year of the “People’s Budget”, delivered in the UK under the Liberal Prime Minister Herbert Asquith, that...

Ineffective Demand

# 2 12 December 2008 Ineffective demand: a picture of a tax-induced economic depression In the 2nd of this most important series of commentaries warning of the looming depression, Bryan Kavanagh interprets one of his most important graphs. Mr Kavanagh lists the...

Property Market ‘Over-Hyped’

photo credit: Derek Farr ( DetroitDerek ) Earthsharing Australia, our sister organisation, had its I Want to Live Here report quoted today in the Age article Agents accused of hyping up real estate crisis. Social justice group Prosper Australia analysed residential...