Houses and Holes

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of <i>The Great Crash of 2008</i> with Ross Garnaut and was the editor of the second <i>Garnaut Climate Change Review</i>.

The bubble is back

TME argues tech fear has gone too far.

Aussie PMI describes clapped out economic mess

The Aussie PMI is out, and it is a mess.

Schizoid Australia freaks over tiny house prices falls

The one economic feature of Australia that has defined MB for fifteen years is a belief in the need for lower house prices.

Australia’s endless gas liars

More gas lies to unpack today from the AFR, which is gas propaganda HQ.

1% Australia’s top GDP speed!

ANZ says 2% and no more. Adjusted for population growth that is under 1%, ANZ models predict the economy may already be near balance, our output gap models suggest the Australian economy tightened during 2025. It’s even worse in the RBA’s suite of models from the May Statement on Monetary Policy (SMP).

Psycho nurse unleashed upon Melbourne public

I write to you today from a secret location in a private hospital.

Canberra moves to capture LNG pirate ship

It’s about time we did something about Prelude.

Newspoll hoses PM Pauline

She’s monoculturalised back into deep second, the idiot.

Iron ore weakness spreads

Steel prices are falling in the wake of the war on the prospect of resuming Gulf volumes.

How the Victorian panopticon destroyed my three children

In 2014, Ms Rosy Batty turned her son’s dreadful murder into a crusade against family violence reform.

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