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    Jeremy Grantham 27/2/2012 "Believe in history. History repeats. All bubbles break. Be patient and focus on the long-term. Wait for the good cards."

    What works for investors.  https://www.puzzlefinancialadvice.com/what-works-for-investors

    Causes of the GFC - now more extreme

    November 5, 2019

    IMF warns Corporate Debt is $27Trillion timebomb

    October 21, 2019

    Not a great time to own Australian banks

    October 19, 2019

    Emerging markets are comparative safe haven - Western economies are a basket case - Don Amstrad, Aberdeen

    October 18, 2019

    Too much private debt caused the last 43 crises.

    October 17, 2019

    "These are dangerous times — far more so than many now recognise" - Martin Wolf

    October 18, 2018

    Four late cycle signs - MFS

    September 25, 2018

    Where are we in the cycle of the debt bubble? Ray Dalio

    September 16, 2018

    Keys to investing - Kerr Neilson

    August 11, 2018

    Aussie Industrial shares extremely expensive

    July 26, 2018

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    Fidelity worries about house prices

    May 8, 2018

    These 2 key charts worry Fidelity about house prices.

     

     

     

    " Fidelity International says the Australian housing market appears overvalued on three key measures and is a risk for investors, with unemployment and rising interest rates the potential triggers for a correction. Paul Taylor, the highly rated manager of Fidelity's Australian Equities Fund, said there were two questions investors needed to ask about the housing market – is it fundamentally overvalued and what catalyst would shine a spotlight on that overvaluation and create a market reaction? " 

    http://www.afr.com/markets/equity-markets/fidelitys-paul-taylor-is-watching-for-two-triggers-to-spark-house-price-falls-20180507-h0zrbb

    "It should be noted that on a nominal aggregate incomes to dwelling prices measure, the Sydney market is approximately 45 per cent overvalued. SQM Research expects this over valuation to wind down somewhat over an extended period of time."

    http://www.afr.com/real-estate/sydney-and-melbourne-house-prices-could-fall-as-much-as-4-per-cent-says-sqm-20180506-h0zpq5

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