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The Latest
Chartfest: 21 March 2026
The good, the bad, and the ugly
7 hours ago
Weekend reading and MB media appearances
International Reading: Oil Prices Are So Bad That Trump Considers Lifting Sanctions on Iran – New Republic Trump drives national debt to a staggering $39 trillion nearly double first term – The Mirror $39 trillion national debt is “an embarrassing milestone,” think tank says.
Leith van Onselen
1 day ago
85
MB Fund Podcast: Can Can Trump escape the middle east?
Damien Klassen
2 days ago
Canadian population decline solves rental crisis
In early 2024, Canada was experiencing its worst-ever rental crisis, driven by record immigration-driven population growth.
Leith van Onselen
2 days ago
2
First home buyers face perfect storm
The Reserve Bank of Australia (RBA) on Thursday released the biannual Financial Stability Review (FSR), which reported a sharp increase in high loan-to-value ratio (LVR) mortgage lending to first home buyers.
Leith van Onselen
2 days ago
5
Stocks slide down slippery slope of doom
Charts from TME.
David Llewellyn-Smith
2 days ago
8
Victorian Labor faces electoral wipe out
We received the clearest indication this week that the Victorian Labor government is cooked, with the Victorian Branch of the Australian Education Union (AEU), which is usually in Labor’s pocket, electing to strike next week over pay.
Leith van Onselen
2 days ago
10
Nationalise gas and swap it for fuel
Always fighting the last war, Albo’s cowards are talking about doing stuff in May.
David Llewellyn-Smith
2 days ago
39
Treasurer Chalmers: Australia stuck in high migration, low productivity trap
This week, the Australian Treasury released monthly and quarterly data showing that net migration into Australia has rebounded and remains at historically high levels: The following chart shows that in the first 3.25 years of the Albanese government, NOM averaged a whopping 1,145.
Leith van Onselen
2 days ago
16
The terrifying combination of an oil recession and AI
The chart below of US manufacturing jobs may become very important.
David Llewellyn-Smith
2 days ago
14
Albo sails Australia directly into fuel catastrophe
Albo’s cowards won’t tell you the truth even with a gun to their heads.
David Llewellyn-Smith
2 days ago
39
Trump’s Gallipoli moment?
When the Gallipoli campaign was first conceived of during the First World War by First Lord of the Admiralty Winston Churchill, it was seen as a bold but viable plan to knock the Ottoman Empire out of the war and allow the Entente to focus its forces more heavily on the Western Front.
Tarric Brooker
2 days ago
28
Rising immigration inflames rental crisis
Leith van Onselen
2 days ago
25
Melbourne’s Manhattanisation won’t deliver affordable homes
The Albanese government’s fantastical target of building 1.2 million dwellings over five years is centred on delivering a boom in high-rise towers that is even bigger than the one experienced between 2015 and 2020.
Leith van Onselen
3 days ago
14
Why does gold always crash in a crisis?
Gold is printing an ominous double top and sitting on some meaty supports.
David Llewellyn-Smith
3 days ago
12
Aussie unemployment calm before the storm
Leith van Onselen
3 days ago
7
Welcome to Trumpworld
I believe that in their desperation, the American people turned to a man that they did not understand.
David Llewellyn-Smith
3 days ago
38
Risky mortgage lending surges
Leith van Onselen
3 days ago
15
Australian dollar to crash into depressflation
DXY is threatening to break out as oil passes $110.
David Llewellyn-Smith
3 days ago
2
One Nation forces Labor immigration pivot
One Nation has achieved what nobody thought was possible: the highest percentage share of primary voters in NSW from any party: This latest polling result follows late-February Roy Morgan polling, which showed that One Nation’s primary vote was 30%, ahead of Labor at 25% and the Coalition at 19%.
Leith van Onselen
3 days ago
47
Global gas explodes, local will be OK
Literally exploded.
David Llewellyn-Smith
3 days ago
9
Australia stops in three weeks
As we know, China has banned refined fuel shipments, restricting the world’s supply.
David Llewellyn-Smith
3 days ago
60
RBA sets Australia up for GFC 2.0
Author Mark Twain once famously said, “History doesn’t repeat itself, but it often rhymes”.
Leith van Onselen
3 days ago
22
Why is oil low and stocks high?
Via TME, “markets are not crashing, they’re grinding.
David Llewellyn-Smith
4 days ago
22
Matt Canavan embraces policy gimmick
New Nationals leader Matt Canavan is proposing income splitting for couples with dependent children — allowing them to combine their total income and divide it evenly for tax purposes.
Leith van Onselen
4 days ago
13
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