new Tweets. This will. We would like to show you a description here but the site won’t allow us. christopher joye. Stock up 18%. And inflation isn't coming down anytime soon with rents increasing Rate cuts in 2023 will simply shoot inflation back up. 4%mom) and Melbourne (+0. 1. would like to show you a description here but the site won’t allow us. See charts below for the latest daily index data for Syd/Melb @cjoye banks are throwing everything to keep the arrears off the books, giving repayment holidays, turning loans into 30-40 year mortgages interest free, & CBA anyone ahead on their loan schedule are getting repayment discounts! @cjoye I think you’re missing a factor from your interest rate property price calculator, how many investors were using a rising market to facilitate/service their loans, buy new properties& hide some properties under company trusts to hide their debt positions. It'll work right up until the point it is discovered that debt outstrips M2 money by a factor of 10:1 . Sign up“@haluksenlik @cjoye There is obviously significantly more risk and fraud in crypto than in the stock market, but Matt Damon promoted a centralized brokerage that curates assets and thus doesn't expose you to the scams where possible. Australia faces "largest and longest house price correction in history" According to CoreLogic records dating back to 1980, Australian dwelling values have never fallen by more than 11% across the combined. 76% from 0. In this conversation. This chart from Bloomberg provides a good summary of consensus estimates. We would like to show you a description here but the site won’t allow us. “Bitcoin down at US$20k again, but Aussie house prices stabilising once more while equities tank. S&P Reports Australian Home Loan Arrears Rose In December: S&P's Performance Index (SPIN) for Australian prime mortgages increased in December to 0. Drone pilot Christopher Joye, who captured the footage, said: "Swimmers would not believe there was a. Well done. Verified account Protected Tweets @; Suggested usersLog in. 1%, declining at a 17% annual rate, while Brisbane prices fall at 20% annual rate bit. 04 Jun 2023 22:01:37We would like to show you a description here but the site won’t allow us. Don’t know anyone else that predicted that. Plus ,Bitcoin and Ethereum are down less than tech stocks. Verified account Protected Tweets @; Suggested usersWe would like to show you a description here but the site won’t allow us. @cjoye. au “GS have published research on what Australia's inflation rate looks like using the new monthly data, crucially excluding items the ABS does not collect information on (and imputes to have no change). 9:35 PM · Aug 9, 2022 · Twitter Web App. Redirecting to /user/cjoye/. Sign upDay of valuations reckoning looms for commercial real estate owners, valuers and auditors. Sign up“@cjoye People keep in mind the huge upswing the housing market had pre covid. We would like to show you a description here but the site won’t allow us. Verified account Protected Tweets @; Suggested usersThe data always tells a story and sticky inflation makes it impossible to see an upside with House prices til Q1 maybe even Q2 2024 Bear market like the 1 we are in. See new Tweets. We would like to show you a description here but the site won’t allow us. Property is ‘sleepwalking’ towards its biggest test since the GFC. Log in. We would like to show you a description here but the site won’t allow us. Replying to . "We would like to show you a description here but the site won’t allow us. In this conversation. And homes are still priced above Covid levels. Some areas down -25. 5% plus 1% productivity. Prepare for equities and property pain. Interesting. @cjoye. It would not suprise me if the government introduces 'targeted support' which ends up pumping the market for a…”We would like to show you a description here but the site won’t allow us. @cjoye. 1%; Brisbane prices down 0. com. 92. We would like to show you a description here but the site won’t allow us. ALT. . Crypto is toxic”We would like to show you a description here but the site won’t allow us. Likes. 1%, declining at a 17% annual rate, while Brisbane prices fall at 20% annual rate bit. Jerome Nugent-Smith. “The RBA is hierarchical, insular, supercilious, hubristic, resistant to outside influence, and exceptionally slow to recognise and respond to its own mistakes. “@BruceMeaney @cjoye I don’t know if it’s good. This is deflationary. @cjoye I still haven’t seen you clearly outline why rates will stay high over the medium to long term, when nothing has fundamentally permanently changed since 2019. Team Talk: Cowboys 2023 overview, best 17, squad update. “@cjoye Mate, what's the go with this fund you run? You are doing a terrible job managing other people's money! By the way, #bitcoin was trading around $8. Replying to @cjoye @Harold36089778. By Huobi announced $18. “India is an important ally that can’t be trusted Replying to @cjoye Usecases for blockchain are only limited by the imagination. 28. “Good morning!” In this conversation. “No strong view on NSW election other than that NSW Labor Treasurer Daniel Mookhey is the smartest and hardest working politician I have ever dealt with in my life @dmookheyMLC @ALeighMP” Well you called it when you said we could likely have another series of rate hikes after the pause @cjoye. 7%; Brisb off 1. “@cjoye Step forward for transparency, but still doesn’t stop more/different things being said in other forums (or by other RBA officials). 1:56 AM · Jul 29, 2022 · Twitter Web App. We would like to show you a description here but the site won’t allow us. ”We would like to show you a description here but the site won’t allow us. 30 Nov 2022 01:03:22 Australia faces "largest and longest house price correction in history" - MacroBusiness In this conversation. . Drone operator Christopher Joye posted. We have unscrambled the letters cjoye (cejoy) to make a list of all the word combinations found in the popular word scramble. . The news is not good: "We construct a new ‘weighted-median’ measure of…” Honestly, we hit the limit current incomes can support. they all roll over the same. 5%, the Bank of Canada at 4. . House price declines not likely to slow until RBA stops hiking. Australia experiences worst house price falls in 42 years, with more to come. We would like to show you a description here but the site won’t allow us. Redirecting to /cjoye/status/1675386755422494722Embed Tweet. We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. Verified account Protected Tweets @; Suggested users In this conversation. See new Tweets Nothing like purposely using a log graph to make it look like it has barely crashed ever Massive downside miss for Aussie monthly inflation - RBA should pause and if they hike in December they will struggle to do much more. Log in. 6 billion Snowy Hydro…We've been forecasting a US recession since Jan 2022, which the market has recently converged on. Verified account Protected Tweets @; Suggested users Aussie house prices are continuing to fall at a very rapid pace in December based on early data from We would like to show you a description here but the site won’t allow us. afr. Verified account Protected Tweets @; Suggested users“Worst house price declines in 42 years, with more to come. “Aussie house price losses exceed 10%, Sydney losses breach 14%: 43 year record in sight “USDC 'Stablecoin' Breaks Peg As Circle Admits Billions Stuck With SVB Sign up. These people need equity Plenty of people get paid goid money a d know very little of what they do The lesson is the herd mentality is alive and well On the way uo! All the way down Probability market crash epic proportions Going to be like the car market but even more acute We would like to show you a description here but the site won’t allow us. . We would like to show you a description here but the site won’t allow us. There were good re“@Sporticus13 @cjoye @TheKouk I was wondering the other day how much of Wayne Swan’s unfulfilled budget surplus was the result of Koukie’s crystal ball. A $14m unsecured loan will cover the client loss, creating a $32m debt for Huobi Like I said before: there will be unpredictable fall out from FTX in the following weeks. au. 10:21 PM · Jul 8, 2022 · Twitter for iPhone. Job cuts over 18mo. May 2. Log in. This is 70s. The Australian Financial. Binance Australia selling bitcoin $6k cheaper than other exchanges. We would like to show you a description here but the site won’t allow us. @cjoye And then the currency will fall, inflation will accelerate and rates will need to go even higher than they would’ve needed to in the first place. Verified account Protected Tweets @; Suggested usersIn this conversation. Key takeaways * 15-20% peak to trough in Australian housing prices remains the view. Our subs will likely need to contain the most serious expansionist ambitions of an India we haven't yet met in the 2040s”“Huge jump in Sydney auction clearance rate to 74. . We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. 9:26 PM · Aug 15, 2022 · Twitter Web App. Interesting to see Treasurer Jim Chalmers trying to directly jawbone the RBA into not hiking by arguing that the inflation result does not meet. . 4. Replying to. 0%), Melbourne (-7. @cjoye. While all costs (interest, rates, land tax, utility, body corp, maintenance) are against investors, 2m deposit gives u 100k effortless money. @cjoye RBA speech just published: almost 30% of Aussie borrowers will suffer a more than 40% increase in their mortgage repayments if the RBA lifts the cash rate by 300 basis points, though concludes everything will be ok in that event. Sign upLog in. Logically can't happen. We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. 1% in 2020 drove Aussie houses prices 37% higher. CoreLogic: Australian home values officially record the largest decline on record would like to show you a description here but the site won’t allow us. We now expect Australia's #housing prices to fall nearly 20%, before a modest recovery in 2024 as mortgage rates fall. 7% in July; Melbourne prices down 1. This will be record housing crash, 100% triggered by rate hikes -. You've reached your limit when it comes to tweeting about bitcoin being under $20k. ly/3pmX9Dk. Grrrr”“@cjoye Thoughts on bank and esp. @cjoye Aug 6, 2022 22pc and back in 2020 - the issue with Ukraine is there is very limited data on it as a country statistically because it was only created in the early 1990s. ”“@Fuffalufaguz @cjoye I bought at top 23 year old fixed rate 14 percent price tanked was in negative equity for 10 years house needed totally renovated sold for same price after all interest bills and pound bought nearly half what it would everyone is conned by media having to have what everyone has”We would like to show you a description here but the site won’t allow us. You are right to hesitate on price directions for houses - low listings are contributing to price stability, but so are rents increasing by 25% ($120 pw on $500 pw) and many buyers paying cash (not first home buyers). Australia faces "largest and longest house price correction in history" - MacroBusiness. Log in. 7% on 376 auctions (@corelogicau) vs 49. 1 million in crypto cant be withdrawn on FTX- $13. We would like to show you a description here but the site won’t allow us. “Pretty clear RBA has been spooked by house price collapse, which is only going to get worse”christopher joye on Twitter. 6%mom) prices led the increase. Hard to start a business or buy your first home if you can’t borrow money anywhere”“Aussie house prices moving sideways in February month to date, which is interesting. We would like to show you a description here but the site won’t allow us. Huobi announced $18. “@cjoye Chris, you do realise that we have 30,000 arrivals per month, when in April we only started 2500 new dwellings? There are people coming from overseas using foreign currency to rent or buy property with currency that has appreciated against the Aud by 15% in the past six months. . . “House price crash update: Syd prices down 6. @cjoye Sydney house prices have fallen 11. Your chart is pretty much 12 months already. @cjoye @PodcastFear. This will in turn demand radical attitudinal change. Sign upWe would like to show you a description here but the site won’t allow us. …”We would like to show you a description here but the site won’t allow us. We now expect Australia's #housing prices to fall nearly 20%, before a modest recovery in 2024 as mortgage rates fall. Log inchristopher joye @cjoye 7h One of the more interesting questions going around is whether bonds issued for environment, social and/or governance (ESG) purposes attract a lower. We would like to show you a description here but the site won’t allow us. Verified account Protected Tweets @; Suggested usersIn this conversation. Sign upLog in. We would like to show you a description here but the site won’t allow us. There was only one way to go. Interesting. . Sydney is off 10. 3:30 AM · May 20, 2022 · Twitter Web App. We would like to show you a description here but the site won’t allow us. then the printing starts again leading to further dilution of currency . @cjoye After some cajoling, I’ve dusted off my double barrel shottie and have agreed to track, hunt and eliminate the biggest housing bull of them all: @TheKouk @cjoye And then the currency will fall, inflation will accelerate and rates will need to go even higher than they would’ve needed to in the first place. @cjoye. Verified account Protected Tweets @; Suggested users “Worst house price declines in 42 years, with more to come. “The great regime change: growth and cheap money are dead of risky assets ‘living in a parallel universe’ - A recession may be precisely the jolt lackadaisical Millennials require to lift their game. 18 Jul 2023 02:09:39. Sign upLog in. @cjoye. “Morning!” We would like to show you a description here but the site won’t allow us. We await policy details to review our outlook". @Dante57112893. Melb also up: 67. ”Log in. Likes. “@cjoye Well this RBA info has finally caught up with Alan Kohler I photo’d the tv last yr & kept the dates visible I added words he was saying to the slides Check out the dates! August & October LAST YEAR!”We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. . We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. christopher joye @cjoye. “@cjoye Watched The Big Short again last night - I fear the can kicking is going to end soon and we will have our very own subprime moment. christopher joye on Twitter: "Morning!" / Twitter. Log in. Discerning Coins for example is a new way of collecting coins - using the blockchain! Chris, we've talked about this. In this conversation. ”We would like to show you a description here but the site won’t allow us. The news is not good: "We construct a new ‘weighted-median’ measure of underlying inflation based on a truncated monthly CPI. ConversationSee new Tweets. 8 per cent, it would mean that purchasing power has been eroded by a total of 33 per cent since the RBA kicked off this cycle in May last year. Captain Slapstick AC AO AM OAM AK @CaptSlapstick · 6h. I'm often asked how much time/effort it takes to write an AFR column. According to your own chart the annualized figure for Sydney is approx 11-12%. Retweets. We would like to show you a description here but the site won’t allow us. Maybe u can get annoyed that the advertisers allowed this ad? But Matt Damon isn't a financial expert, how is he gonna predict what happens in mkts in 2022, lol. It would not shock me for people in 2034 to be asking "is this the year Australian property prices finally see gains?". . @cjoye In an apartment complex of 100, it only takes 2 or 3 sales to mark down the whole 100. com. Redirecting to /cjoye/status/1675386755422494722 Embed Tweet. “@cjoye Modi had highest voters support among all democratic countries! As Paul Keating repeatedly pointed out, Albo is just a sucker!”We would like to show you a description here but the site won’t allow us. ·. ”christopher joye on Twitter: "Good morning!" / Twitter. 5%, the…. Log inAnother story this morning with fresh quotes from NSW Treasurer @dmookheyMLC on paying back the Liberal Party's $100bn debt explosion: "When asked about the $40 billion in managed funds administered by the state’s debt arm, Treasury Corp, including a $1. ”“With an inflation-targeting central bank, cash is actually one of your best inflation hedges”See new Tweets. We would like to show you a description here but the site won’t allow us. In levels terms, capital-city dwelling prices…”@cjoye. Just think your narrow focus on interest rates as the main driver of house prices and that prices will fall 30% is consistent with many of you other views. Prepare for equities and property pain - my analysis. . We would like to show you a description here but the site won’t allow us. First time I've properly suited up in a long while. “@cjoye @PeteWargent Both this and Labor shared equity policy are attempts to shore up supporter bases/buy votes. Log inWe would like to show you a description here but the site won’t allow us. @TheKouk · Jul 8. Found. 1%; Brisbane prices down 0. You are right to hesitate on price directions for houses - low listings are contributing to price stability, but so are rents increasing by 25% ($120 pw on $500 pw) and many buyers paying cash (not first home buyers). “Aussie house price crash about to pass through all-time record of an 11% peak-to-trough loss. A controversial article by Christopher Joye, an outspoken investment portfolio manager and columnist for the Australian Financial Review, has. 6%; 5 city index prices down 1. ”We would like to show you a description here but the site won’t allow us. It’s like the economy has cancer and our doctors wants to stop treatment caus we’re feeling nauseous from the chemo 🤦♂️ @cjoye True, but houses / home units are hard to beat. What’s the result?”We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. Wonderfully cherry picked data in desperation to keep credibility of the narrative that allows them to be defenders of last resort of the great Australian credit fuelled housing bubble. Replying to. 3. 1%, bringing total decline to 6. New RBA analysis shows that between 15% and 17% of all Aussie borrowers are likely to experience negative cash-flows as a result of rate hikes in the RBA's base-line and adverse scenarios“@KellyAlspals @cjoye ALD share price hasn't moved much, so either no productivity or wage-rate spiral imo. 1. this conversation. 2m are customer assets. This will be record housing crash, 100% triggered by rate hikes - it has only just started. 6pc. GS have published research on what Australia's inflation rate looks like using the new monthly data, crucially excluding items the ABS does not collect information on (and imputes to have no change). Sign up Day of valuations reckoning looms for commercial real estate owners, valuers and auditors. 6% for one year but if taken from the peak in Sept 21 its -30% plus. would like to show you a description here but the site won’t allow us. 85% to 4. We would like to show you a description here but the site won’t allow us. . Our globally unique War Lab put 74% probability on military conflict between China/Taiwan and a 45% chance of US-China conflict erupting over next decade based on data up to 2020. 5%; 5 capital cities have fallen 3. 1KWe would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. The business indicators measure of wages suggests annual growth in non-farm hourly earnings picked up to 5% in Q1, although this series has grown more strongly than the RBA’s series over the past year. We would like to show you a description here but the site won’t allow us. 1. Sign upIn this conversation. ”We would like to show you a description here but the site won’t allow us. Log in. House prices fell at slightly slower rate in Oct, with 5 city index from @corelogicau losing 1. . . ”We would like to show you a description here but the site won’t allow us. Sydney (+1. )”We would like to show you a description here but the site won’t allow us. Verified account Protected Tweets @; Suggested usersWe would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. Sign up“@JohnQuiggin @cjoye We're here because Reagan & Thatcher's neoliberal agenda of crushing unions by offshoring manufacturing to China (& continued by Clinton & Blair) . I'm often asked how much time/effort it takes to write an AFR column. Replying to @cjoye @Harold36089778. 9% vs 56. 5k USD when you started this fund in May 2020. We would like to show you a description here but the site won’t allow us. 7%. commodities are a grand idea #BTC“Aussie house price losses exceed 10%, Sydney losses breach 14%: 43 year record in sight 'Stablecoin' Breaks Peg As Circle Admits Billions Stuck With SVB up. 6%; 5 city index prices down 1. 65% in November. A $14m unsecured loan will cover the client loss, creating a $32m debt for Huobi Like I said before: there will be unpredictable fall out from FTX in. #ausecon @felicity_emmett @AdelaideTimbrel. 30 Nov 2022 01:03:22@cjoye. . Even with yields down. Verified account Protected Tweets @; Suggested usersIn this conversation. non-bank wholesale funding costs? Seems like there is further upward pressure from o/s debt markets coming here which could even further exarcebate the fixed to variable, and those currently on variable. Strong academic credentials, but limited real world experience. See new TweetsNothing like purposely using a log graph to make it look like it has barely crashed everMassive downside miss for Aussie monthly inflation - RBA should pause and if they hike in December they will struggle to do much more. “Why is Bitcoin back down at US$22k?”“@cjoye You should dissect Aus equities vs S&P500. We would like to show you a description here but the site won’t allow us. Log inWe would like to show you a description here but the site won’t allow us. Don’t know anyone else that predicted that. We would like to show you a description here but the site won’t allow us. com. It. In this conversation. @cjoye. 1%. Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager at Coolabah Capital. Aug 16. LNP for all its 'hawkishness' over China refused to develop onshore manufacturing for fear of unions. Find great real estate professionals on Zillow like cjoyeThere are 9 words found that match your query. Both of which disproportionately affect the bottom 50% of households. This will in turn demand radical attitudinal change from entitled millennials who have never experienced high…. We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. 2 days ago. Log inWe would like to show you a description here but the site won’t allow us. christopher joye on Twitter. christopher joye @cjoye 7h One of the more interesting questions going around is whether bonds issued for environment, social and/or governance (ESG) purposes attract a lower of cost of capital than normal debt instruments without an ESG label. . “I did a podcast interview with Koda's David Clark on the coming commercial real estate crash, why a second phase of the housing correction will emerge, the looming. . Especially as pandemic funding measures end”House prices to get whacked by rates again: If the cash rate does indeed hit 4. 3. Why are they silent on the stock NFLX performance???”“Westpac/MI Australian Consumer Confidence now lower than GFC levels--and aside from March 2020, the lowest since 1990. @cjoye · Aug 5. “RBA may be told to hold press conferences; Barrenjoey talk queried would like to show you a description here but the site won’t allow us. macrobusiness. . 5% pa, or 2. Australian money is rushing out of the crypto exchange, and customers are willing to accept a big haircut to cash out their holdings. au. In this conversation. 0% (0. States need fiscal revolution to avoid debt bomb - our analysis on NSW and Victoria. Our predicted housing recovery continues @FinancialReview (Prelim. In this conversation. @cjoye, @masters_joanne, @ImpactEconAU & @markgkenny. I still haven’t seen you clearly outline why rates will stay high over the medium to long term, when nothing has fundamentally permanently changed since 2019. “@bluntman_eth @Tombeecon @cjoye So they just entered the real estate market. 85% to 4. This chart from Bloomberg provides a good summary of consensus estimates. Conversation. Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager at Coolabah Capital. Verified account Protected Tweets @; Suggested users“@cjoye plenty of illiquidity in the big super funds non-listed assets. We would like to show you a description here but the site won’t allow us. Tech party is over as Canva and Atlassian get tough, and perks dry up“Does any seriously believe house prices will not fall after the RBA cutting the cash rate from 1. 9. “@cjoye Japan took over 10 years from peak to 'bottom' with a similar size bubble. .