archive-au.com » AU » T » THIRDWAVEGROUP.COM.AU

Total: 356

Choose link from "Titles, links and description words view":

Or switch to "Titles and links view".
  • 2011 July : third wave group
    and Europe are in real economic trouble and although separate the dangers are intimately related He argued that both have their roots in grotesque and utterly unsustainable levels of government debt The view that the world Filed under general posts Tagged with australia carbon tax global financial crisis henry ergas oliver marc hartwich sovereign debt Real Estate a new paradigm Posted by Tracey Watts on July 12 2011 2 Comments One of the most interesting things about any market is 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 The Tragedy that is Greece Posted by Tracey Watts on July 5 2011 1 Comment The latest in an unending line of fixes for the Greek debt problem proposals carefully crafted by French banks which are the biggest foreign holders of Greek debt under which banks and insurance companies would roll up to 30 billion of their debt maturing between now and 2014 into new Greek bonds The participation Filed under general posts Tagged with alan jones bailout debt greece subscribe

    Original URL path: http://www.thirdwavegroup.com.au/2011/07/ (2013-02-03)
    Open archived version from archive


  • 2011 June : third wave group
    That is after more than two years of generally upwards movement the major trend of the markets is still down a view Filed under general posts Tagged with market history stockmarket technical analysis tim wood 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 real estate recession robert prechter sentiment sovereign debt steve keen stimulus stockmarket super profits tax technical analysis terry mccrann undersupply united states archives November 2011 September 2011 August 2011 July 2011 June 2011 May 2011 April 2011 March 2011 February 2011 January 2011

    Original URL path: http://www.thirdwavegroup.com.au/2011/06/ (2013-02-03)
    Open archived version from archive

  • 2011 May : third wave group
    it all Economic Bust in Australia Near Record Corporate Bankruptcies Employment Drops Unexpectedly Rise in Bad Home Loans Record Low Property Transactions What surprises Mike most is that Filed under general posts Tagged with australia economy mike shedlock Denial is not a river in Egypt Posted by Tracey Watts on May 12 2011 3 Comments Back in September 2010 we produced the following graph showing the psychological path a typical housing bubble or any bubble for that matter traces and where we thought Australia was positioned Current indications are that we are starting to move away from the denial stage and inexorably heading to the fear stage While it would Filed under general posts Tagged with australia psychology real estate undersupply Dubious real estate coverage finally questioned Posted by Tracey Watts on May 6 2011 Leave a Comment It has been an enormous source of frustration to read mainstream analysis of the Australian housing market that at best is patently uninformed and at worst is purposely misleading What are journalists and economic commentators doing out there It has come to the point that the most reliable and decently researched economic commentary and analysis Filed under general posts Tagged with australia bubblepedia delusional economics leith van onselen macrobusiness real estate the monthly 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

    Original URL path: http://www.thirdwavegroup.com.au/2011/05/ (2013-02-03)
    Open archived version from archive

  • 2011 April : third wave group
    Posted by Tracey Watts on April 2 2011 Leave a Comment On the one hand you have a serious and considered analysis of the economic impacts of negative gearing on the Australian economy by the always exceptional Unconventional Economist My main goal in starting this blog was to add a contrarian perspective on housing related issues in order to restore some balance to debates Filed under general posts Tagged with australia boganomics leith van onselen real estate 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 real

    Original URL path: http://www.thirdwavegroup.com.au/2011/04/ (2013-02-03)
    Open archived version from archive

  • 2011 March : third wave group
    proven to be dramatically so Bubbles and manias are the product of extreme consensus and the psychological stages of a bubble are well documented Dr Jean Paul Filed under general posts Tagged with psychology robert prechter stockmarket Another bubble warning Posted by Tracey Watts on March 22 2011 2 Comments The number of high profile Australians warning of growing imbalances in the Australian economy is steadily increasing Last week we discussed comments made by RBA board member Professor Warrick McKibbin In an interview with The Australian s Michael Stutchbury last week he warned in no uncertain terms that a bigger bubble is building in Australia one Filed under general posts Tagged with australia david murray delusional economics leith van onselen real estate warwick mckibbin 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 Thank god someone s worried Posted by Tracey Watts on March 7 2011 5 Comments Last year Glenn Stevens Governor of the Reserve Bank of Australia did something quite unprecedented when he gave an interview to David Koch on the Seven Network s Sunrise program gently advising viewers that property investment was not a sure bet He was quite specific in his warning saying I think it is a mistake to Filed under general posts Tagged with australia global financial crisis michael stutchbury warwick mckibbin subscribe Have our blog posts delivered straight

    Original URL path: http://www.thirdwavegroup.com.au/2011/03/ (2013-02-03)
    Open archived version from archive

  • 2011 February : third wave group
    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 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 real estate

    Original URL path: http://www.thirdwavegroup.com.au/2011/02/ (2013-02-03)
    Open archived version from archive

  • 2011 January : third wave group
    tool that attempts to judge whether insiders are optimistic or pessimistic about their company s future fortunes Insider scores are a true Filed under general posts Tagged with insider activity sentiment technical analysis Brisbane what next Posted by Tracey Watts on January 16 2011 Leave a Comment A huge number of Brisbane households have suffered the extreme anguish of seeing their homes inundated with water with many losing everything they own Media have highlighted the emotional heartbreak involved in the destruction of one s possessions and most significant assets however the resulting financial burden or more likely devastation has yet to be played Filed under tidal reports Tagged with australia brisbane flood david llewellyn smith delusional economics real estate 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/2011/01/ (2013-02-03)
    Open archived version from archive

  • 2010 December : third wave group
    of debt from a GFC induced deleveraging was not the BER nor pink batts but an unprecedented 600 billion stimulus package unleashed by the Chinese government equivalent to 12 per cent of GDP Before the Filed under tidal reports Tagged with china jim chanos vitaliy katsenelson Tidal Report Market Sentiment at Extremes Posted by Tracey Watts on December 12 2010 Leave a Comment The intriguing thing about mass psychology is the phenomenon that at its most committed moment the herd will be disastrously wrong This herding instinct is a part of human behaviour and explains such things as the ebb and flow of clothing fads through to the rise and fall of empires Mass psychology is also found Filed under tidal reports Tagged with psychology robert prechter sentiment technical analysis Tidal Report Irish Lessons Posted by Tracey Watts on December 5 2010 1 Comment Issue 100 As far as classic boom bust stories go Ireland is fast becoming the modern day equivalent of the South Sea bubble and the tulip mania Her fall from grace could not be more complete transformed from roaring Celtic Tiger to bankruptcy in just a few short years We explored Ireland s Filed under tidal reports Tagged with australia ireland leith van onselen mike shedlock real estate 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

    Original URL path: http://www.thirdwavegroup.com.au/2010/12/ (2013-02-03)
    Open archived version from archive



  •