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  • super profits tax : third wave group
    by Tracey Watts on May 18 2010 2 Comments An interesting Business Spectator article by Robert Gottliebsen discussing the potential ramifications of the proposed Resources Super Profit Tax No doubt there is an element of the miners talking their own book but it is still a rather unnerving read At this stage it s just private words to selected journalists and few decisions have been Filed under general posts Tagged with robert gottliebsen super profits tax Tidal Report 15 May 2010 Europe crumbles budget stumbles Posted by Tracey Watts on May 15 2010 2 Comments Issue 71 The relief that greeted the announcement by the European finance ministers of a rescue package for the ever escalating European debt crisis did not last out the week Continuing concerns over Greek solvency and the efficacy of the rescue package increased investor nervousness throughout the week with European stockmarkets experiencing Filed under tidal reports Tagged with alan kohler australia budget ets europe greece paul de grauwe stockmarket super profits tax terry mccrann Tidal Report 8 May 2010 Our fragile markets Posted by Tracey Watts on May 8 2010 1 Comment Issue 70 What a tumultuous week it has been on the markets An apparent perfect storm combination of a super profits tax on Australian resource companies continuing Greek debt dramas and riots and an alleged fat finger episode in the US that saw the Dow Jones index plunge 1000 points on Thursday The Filed under tidal reports Tagged with alan kohler australia europe greece stockmarket super profits tax terry mccrann Article The Rudd mining grab Posted by Tracey Watts on May 5 2010 Leave a Comment The Australian government s announcement of a proposed 40 per cent levy on resource company super profits has quickly made international news drawing the attention of The

    Original URL path: http://www.thirdwavegroup.com.au/tag/super-profits-tax/ (2013-02-03)
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  • technical analysis : third wave group
    an example Since the high of 26 April the average daily move has been 260 points or about 2 5 per cent and every single Filed under tidal reports Tagged with great depression market history psychology richard russell robert prechter stockmarket technical analysis united states Tidal Report 22 May 2010 Is the bear market rally over Posted by Tracey Watts on May 22 2010 Leave a Comment Issue 72 There were some rather nasty falls on stockmarkets around the world this week The Australian S P ASX 200 was down 6 6 per cent and the S P 500 in the US down 8 3 per cent In Australia while the moves this week have been dramatic they are simply following through on the Filed under tidal reports Tagged with alan kohler flash crash robert prechter sovereign debt stockmarket technical analysis Tidal Report 25 Oct 2009 The Technical Picture Posted by Tracey Watts on October 25 2009 Leave a Comment Issue 48 Third Wave Group is a fund manager and therefore an investor and trader As part of the business we also write this weekly newsletter to let our clients and subscribers know what is on our minds The Tidal Report tends to be quite general in nature and more often than not espouses our Filed under tidal reports Tagged with elliott wave psychology robert prechter sentiment technical analysis Tidal Report 27 Sep 2009 Insider Trading Posted by Tracey Watts on September 27 2009 2 Comments Issue 44 Our apologies for last week s Tidal Report no show Unfortunately both foreseeable and unforeseeable events made it impossible The foreseeable was a fabulous trip to Perth and the Margaret River region the unforeseeable was a computer going walkabout never to return This week however we are back on track Markets around the world made Filed under tidal reports Tagged with robert prechter sentiment stockmarket technical analysis Tidal Report 30 Aug 2009 The facts behind the headlines Posted by Tracey Watts on August 30 2009 Leave a Comment Issue 41 We like our Tidal Report to challenge main steam thinking and inform our readers of the facts behind the headlines We think it would be fair to say that the average Australian considers property to be a fantastic investment and that its price will continually and reliably rise Property investors are regularly reassured Filed under tidal reports Tagged with australia employment real estate stockmarket technical analysis undersupply Tidal Report 19 Apr 2009 New Bull Market Unlikely Posted by Tracey Watts on April 19 2009 Leave a Comment Issue 22 The Australian stockmarket continued its recent winning streak with the S P ASX 200 closing for the week at 3776 7 a rise of 2 9 per cent It has now gained 25 per cent from the five year low of March 9 making it the largest rally in this 18 month bear market In the US Filed under tidal reports Tagged with australia psychology stockmarket technical analysis vix Tidal Report 18 Jan

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  • terry mccrann : third wave group
    fragile markets Posted by Tracey Watts on May 8 2010 1 Comment Issue 70 What a tumultuous week it has been on the markets An apparent perfect storm combination of a super profits tax on Australian resource companies continuing Greek debt dramas and riots and an alleged fat finger episode in the US that saw the Dow Jones index plunge 1000 points on Thursday The Filed under tidal reports Tagged with alan kohler australia europe greece stockmarket super profits tax terry mccrann Tidal Report 27 Feb 2010 Stimulus what is it good for Posted by Tracey Watts on February 27 2010 1 Comment Issue 61 The Rudd Government and Treasury consider the Global Financial Crisis to have been survived by Australia largely because of the go hard go early go household stimulus spending Kevin Rudd has stated on many occasions that without the stimulus untold jobs would have been lost and Australia s economy would have entered a recession Filed under tidal reports Tagged with australia debt deleveraging great depression oecd sinclair davidson sovereign debt stimulus terry mccrann Tidal Report 2 Aug 2009 Some brief notes on a global crisis Posted by Tracey Watts on August 2 2009 Leave a Comment Issue 37 A curious thing has been happening this week the government has been talking down the recovery First the prime minister s essay followed by comments from the finance minister Lindsay Tanner Curious because the government has continually emphasised the role of confidence and in the past accused the opposition of being unpatriotic when talking Filed under tidal reports Tagged with australia economy kevin rudd stephen long steve keen stockmarket terry mccrann subscribe Have our blog posts delivered straight to your inbox categories general posts tidal reports latest posts The story silver tells Is the end game in

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  • undersupply : third wave group
    he warned potential property purchasers not to believe the hype being peddled regarding a property shortage He uses some excellent facts Filed under general posts Tagged with australia real estate undersupply A Tale of Two Housing Markets Posted by Tracey Watts on February 3 2011 Leave a Comment The world is divided into two distinct tribes those that believe Australian property is in a speculative bubble on the verge of collapsing and those that don t Those that don t most often cite chronic housing undersupply as the crucial force that will maintain current values Regular readers will know we don t buy into the Filed under general posts Tagged with land regulation real estate undersupply Tidal Report 20 Mar 2010 The Myth of Undersupply Posted by Tracey Watts on March 20 2010 3 Comments Issue 64 Anyone taking a passing interest in the Australian real estate market would be under the impression house prices will be indefinitely supported by a chronic undersupply In fact the core belief behind the view that Australian house prices are not in a bubble is that there is an undersupply of houses exacerbated by Filed under tidal reports Tagged with abs australia bubblepedia national housing supply council phillip lowe real estate robert gottliebsen undersupply Tidal Report 30 Aug 2009 The facts behind the headlines Posted by Tracey Watts on August 30 2009 Leave a Comment Issue 41 We like our Tidal Report to challenge main steam thinking and inform our readers of the facts behind the headlines We think it would be fair to say that the average Australian considers property to be a fantastic investment and that its price will continually and reliably rise Property investors are regularly reassured Filed under tidal reports Tagged with australia employment real estate stockmarket technical analysis undersupply

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  • united states : third wave group
    the almost measurable ebb and flow of sentiment It is easy to see how sentiment and the psychology of market participants forms the basis of just about any type of cyclical activity whether it be fashion fads business cycles or the price of real estate Filed under general posts Tagged with australia mike shedlock real estate united states Grotesque government debt Posted by Tracey Watts on July 11 2011 3 Comments The latest end game crank to argue that the world economy or more specifically Europe and the US is in dire straits has hit the newsstands Liam Halligan chief economist at Prosperity Capital Management has written an article in The Telegraph clearly describing the precipice upon which the world s economy is standing The piece is reproduced Filed under general posts Tagged with europe sovereign debt united states PIMCO exit stage right Posted by Tracey Watts on March 10 2011 1 Comment PIMCO the world s largest bond fund has spectacularly blinked According to reports overnight PIMCO s flagship Total Return Fund during the month of January sold every last one of it s US Treasury bond holdings including agency debt It is impossible to overstate what a dramatic change this is to the composition of a fund and says Filed under general posts Tagged with bill gross pimco treasuries united states Tidal Report Will renting be the new black Posted by Tracey Watts on November 27 2010 Leave a Comment Issue 99 The psychology behind home ownership is an incredibly powerful and pervasive force For some the home they own is a direct reflection of social status and how they imagine their worth is assessed by others The aspirational nature of home ownership is a cultural phenomenon that has been on steroids Filed under tidal reports Tagged with australia bubblepedia homes4aussies leith van onselen real estate united states Tidal Report 9 Oct 2010 The US is no canary Posted by Tracey Watts on October 9 2010 3 Comments Issue 92 Last week we wrote about the canary in the coal mine Ireland Whilst the economic woes of Ireland are dire in a global sense the world will probably carry on even if Ireland implodes much like the world continued after Iceland blew itself up eighteen months ago What Filed under tidal reports Tagged with employment foreclosuregate jon stewart karl denninger mike shedlock united states Tidal Report 19 Sep 2010 Psychology of a housing market Posted by Tracey Watts on September 19 2010 12 Comments Issue 89 Last week we discussed the controversy surrounding the Commonwealth Bank s rather misleading presentation to international investors on Australia s residential housing market Fudging the data In that report we explained the most obvious fiddle the use of differing sets of data to erroneously suggest that Australian house prices when Filed under tidal reports Tagged with australia japan psychology real estate sentiment united states Article Can anything cure the ailing American economy Posted by Tracey Watts on August 30 2010 Leave a

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  • 2011 November : third wave group
    Greece Posted by Tracey Watts on November 8 2011 2 Comments Apologies for the paucity of posts in recent weeks but other activities have consumed my time of late I did however think the following post by Michael Shedlock one of my favourite economic commentators was worth bringing to your attention He extensively quotes Michael Pettis another of my favourites analysis of the only real end Filed under general posts Tagged with banks greece michael pettis mike shedlock subscribe Have our blog posts delivered straight to your inbox categories general posts tidal reports latest posts The story silver tells Is the end game in sight for Greece Descending the Slope of Hope Australia s sugar daddy stalling What housing undersupply Australian banks vulnerable still Chicken or egg the unemployment effect The recovery that isn t McKibbin you ve done it again What does this chart tell you tag cloud alan kohler australia banks ben bernanke britain china commodities currency debt deflation deleveraging demographia report economy employment europe first home owners global financial crisis great depression greece interest rates international monetary fund ireland japan jim chanos karl denninger kevin rudd leith van onselen louis christopher market history mike shedlock oecd psychology

    Original URL path: http://www.thirdwavegroup.com.au/2011/11/ (2013-02-03)
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  • 2011 September : third wave group
    day threatening to deflate the torrid credit bubble of the past three years There is a large potential risk said Zhu Min the deputy managing director of the International Filed under general posts Tagged with ambrose evans pritchard china What housing undersupply Posted by Tracey Watts on September 4 2011 Leave a Comment One of the principle arguments against the presence of an Australian housing bubble is the Australia is different theme supported by the theory of the Australia s housing shortage problem We have dealt with this myth many times over the past two years most comprehensively in March 2010 Anyone taking a passing interest in the Australian Filed under general posts Tagged with australia real estate undersupply subscribe Have our blog posts delivered straight to your inbox categories general posts tidal reports latest posts The story silver tells Is the end game in sight for Greece Descending the Slope of Hope Australia s sugar daddy stalling What housing undersupply Australian banks vulnerable still Chicken or egg the unemployment effect The recovery that isn t McKibbin you ve done it again What does this chart tell you tag cloud alan kohler australia banks ben bernanke britain china commodities currency

    Original URL path: http://www.thirdwavegroup.com.au/2011/09/ (2013-02-03)
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  • 2011 August : third wave group
    posts Tagged with employment united states McKibbin you ve done it again Posted by Tracey Watts on August 12 2011 Leave a Comment We ve noted with approval on a number of occasions the views of Warwick McKibbin an ex Reserve Bank of Australia board member Back in March we had this to say in Thank god someone s worried Luckily for us Professor McKibbin still voices his economic views with a frankness that is to be respected In an interview Filed under general posts Tagged with australia europe sovereign debt united states warwick mckibbin What does this chart tell you Posted by Tracey Watts on August 12 2011 2 Comments Let s first set the scene This is a chart of US Real Home prices prices or an index corrected for inflation Now let s compare that to the Australian market I don t see this ending well Go here for more on these charts Filed under general posts Tagged with australia charts real estate Europe enough already Posted by Tracey Watts on August 8 2011 1 Comment At what point does it become clear to the European Central Bank that they are throwing good money after bad Well it seems not quite yet The European Central Bank said it will actively implement its bond purchase program signaling it is ready to start buying Italian and Spanish securities to counter the Filed under general posts Tagged with europe mike shedlock sovereign debt US debt ceiling drama yawn Posted by Tracey Watts on August 7 2011 Leave a Comment The recent political drama and brinkmanship over the US debt ceiling is wonderfully captured by this chart courtesy of the Institute of Public Affairs The political act of raising the debt ceiling is nothing new and has in general occurred without

    Original URL path: http://www.thirdwavegroup.com.au/2011/08/ (2013-02-03)
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