Australia

7th May 2018 Nickolai Hubble

Which snowflake causes the avalanche?

If you think you’ll get a chance to relax this public holiday, you’re wrong. It’s all happening. Did you hear about the Swedish crisis? Or the one in Argentina? Perhaps that the Canadian and Australian housing bubble burst? Financial crises…

30th April 2018 Nickolai Hubble

Opt out of the blunder from Down Under

Capital & Conflict offers you a simple piece of advice: opt out of the blunder from Down Under. As the news furore over the immigration debacle reaches fever pitch in the UK, let’s take a look at the nation which…

18th April 2018 Nickolai Hubble

The Second Coming of Sub-prime

Do you remember when sub-prime mortgages were a small problem in an obscure part of the US mortgage market? Next thing, all hell broke loose. Well today we investigate a similar scenario. At first, it appears to be a small…

10th November 2017 Nickolai Hubble

Am I wrong about the serenity?

Your regular Friday editor Boaz Shoshan is busy finalising a series of reports. Word is, you’re going to need them to evade a coming government crackdown. Hence the rush. But that’s all he’s giving away. Today, we take a look…

3rd October 2017 Nickolai Hubble

Where to buy property now, and where to sell

The idea that all of economics comes down to land prices seems like an arcane one. Especially with the online world increasingly dominating the bricks and mortar of retail. But it isn’t. Land is special. It’s different to the other…

12th September 2017 Nickolai Hubble

The black swan turns pale

Illustration of a bull being unboxed by two businessmen

A few weeks ago, I warned about a black swan for UK investors. Bloomberg is on to the story too now, so it’s no longer a surprise package: A survey by [UBS] of 907 Australians who took out a mortgage…

22nd August 2017 Nickolai Hubble

Is this the black swan you’re looking for?

Illustration representing a bar chart made of buildings

I may have found your black swan. The distant market shock that triggers a local crisis thanks to the long line of dominos reaching around the world and leading to your door. More below. But first, what did some of…

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