christopher joye

Surging rents? An obvious outcome of recent tax changes.. challenge is rents (plus new home prices) will be pushed up due to the Federal Budget and these directly feed into CPI inflation, with 5.8% and 8.6% weights respectively domain.com.au/news/sydney-re…

Rent freeze economics working just as expected

BREAKING: UAE proposes 'Union Strait' canal to bypass the Strait of Hormuz

So investors are now seeking low tax dividend investments over higher growth opportunities. What a crazy outcome of the CGT changes. afr.com/markets/equity…

Hyperscaler cash flow: 12 month fwd

Seems like a good time to remind everyone there still is no French-led flotilla escorting ships through, despite Macron sitting at a table and signing a piece of paper in March promising France would lead an international effort to protect shipping in the Strait of Hormuz.

Right on cue. Australia’s new CGT regime is already changing investor behaviour. The Japanification of Australia has begun. Capital is flowing out of productive growth assets and into high dividend and fixed income ETFs as investors optimise for tax instead of growth. That’s such a bad outcome for productivity, innovation and long term economic growth. theaustralian.com.au/wealth/investi…

Victoria is set for a three-way election contest, with a massive new poll showing One Nation narrowly leading both major parties. skynews.com.au/australia-news…

US Officials Say Iran's Ahmadinejad Was Mossad Asset, Met With Intel Chief In Hungary zerohedge.com/geopolitical/u…

Hyperscaler basket G spread crosses 150bps for the first time ever

"Carnage" In The Hyperscaler Bond Market: Did Goldman Just Pop The AI Debt Bubble zerohedge.com/markets/carnag…

*TRUMP: WE'RE ATTACKING IRAN TONIGHT *TRUMP: TAKING OUT IRAN'S CAPABILITY ON HORMUZ STRAIT *TRUMP ON HORMUZ: IN THE END, WE'LL CONTROL THE WHOLE THING *BLASTS HEARD ON IRAN'S KISH, QESHM AND ABU MUSA ISLANDS: FARS

🚨 BREAKING: Trump says US will charge 20% fee for Strait of Hormuz passage, reinstate Iran blockade

Dubai's New East Coast Port Signals The Beginning Of End For Iran's Hormuz Leverage zerohedge.com/geopolitical/d…

Fallout from Australia's own economic goal continues.. a crazy unnecessary attack on all businesses.. limit CGT changes to residential property is the easy fix afr.com/politics/feder…

Not a good look for IRGC

#EXCLUSIVE - Data centres seeking to build in Australia should be able to build small modular and micro nuclear reactors, argues a senior Liberal MP, as the opposition gears up to announce its revamped nuclear policy ➡️ bit.ly/4w1WBnh Get the news first with The Daily Telegraph app: bit.ly/4bOfgf8

I think Hughesy captures well how a lot of people feel in this country right now - especially in Victoria. Like many, I wasn’t paying attention politically before - the economy was okay, we seemed fairly cohesive. For me, it was the deception and incompetence during Covid that made me engaged - and ever since then, it’s been a rolling series of disappointments and frustrations. The more I look, the more problems I see. It used to be that being productive was a healthy distraction - but opportunities and incentives have all but dried up. The next few years can be a turning point for Australia - but it looks like we’re still in the chaos phase. Tribalism still dominates debates. Ideology is still broadly favoured over pragmatism. I think there’s much more pain to come before a potential revival - but we can only build this on a unified culture that seems to be fraying more each day.

I cannot imagine thr internet in Iran will be active for much longer. Not after footage like this is published in real time, in HD.