James Gruber @JamesGruber11
Editor at Firstlinks and Morningstar Sydney, Australia Joined August 2019-
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Agree
Prof Peter Swan from UNSW punctures the argument about the burden of Australia's high corporate tax rate - firstlinks.com.au/the-myth-of-au…
"The expectation that house prices can continue to grow at 7%, 8%, or 10% per annum forever requires a belief that the fundamental factors which underpinned this prior growth exist into the future and they simply do not." firstlinks.com.au/australian-hou… #houseprices #urbantechfinance
Our parliament of landlords. firstlinks.com.au/the-hidden-pro…
Follow the money...
“I am a huge fan of the first amendment, which is of course that the President’s feelings must be protected at all costs.”
Yes!
Toronto house prices down 20% - back to 2021 levels. Main thing that's happened - immigration cuts. We could manage immigration better in Australia but choose not too.
Something to keep an eye on...
@JamesGruber11 touches on the dire situation of Australian housing, and how politicians are not helping. firstlinks.com.au/the-priced-out…
Prior to this, investors bought the Mag7 for their capital light businesses with stellar ROIs. Now?
Of the top 10 U.S. companies at the peak of the 2000 Tech Bubble, only two (MSFT & ORCL) have outperformed the S&P 500 over the last 25 years. Rinse and repeat?
Great point.
He’s gonna do it again
He’s gonna do it again https://t.co/EAWG2FJdza

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