CommonGround

CommonGround/ Nubreed Events.
A DJ/Producer with a weird kink for Economics and the Psychology of markets.

[CommonGround @CommonGroundAu]

@PoliticsLeeches @nypost That's a scone

[CommonGround @CommonGroundAu]

Percentage of ?

Far out this is some seriously retarded spin

[Stephen Koukoulas @TheKouk]

For those frothng about population growth, here are the last 20 years of Australia's population growth by year:

2006 1.6%
2007 1.9%
2008 2.2%
2009 1.8%
2010 1.4%
2011 1.6%
2012 1.8%
2013 1.6%
2014 1.5%
2015 1.5%
2016 1.7%
2017 1.5%
2018 1.6%
2019 1.5%
2020 0.4%
2021 0.6%
2022 2.1%
2023 2.4%
2024 1.6%
2025 1.5%
2026 1.5%

[Tarric Brooker aka Avid Commentator 🇦🇺 @AvidCommentator]

Not gonna lie, its astounding how quickly the truth about negative gearing has come to light.

After literal decades of being told it barely effects housing prices, an absolute torrent of data and accounts from the banks and others that it makes a massive difference.

[CommonGround @CommonGroundAu]

@BossManAU @AvidCommentator Ah bridging visas are used in the normal visa process, you would literally be deporting everyone who's been on a visa.

Example, my wife was on a bridging visa for a short time during the partner visa process.

I think that's probably the wrong metric to use.

[CommonGround @CommonGroundAu]

@GWorld28 @DaveTaylorNews @LouiChristopher We lost our family home, i was a kid at the time meaning no bank of mum & dad for me in my 20's..

[CommonGround @CommonGroundAu]

@AvidCommentator I've only just got to the stage in my life where I've got enough capacity to not only build savings but also begin investing a little.

This feels like a kick in the nuts.

[CommonGround @CommonGroundAu]

@huangruitao4 I didn't realise this was legal to use in Australia? Or is there a grey area?

[CommonGround @CommonGroundAu]

@elonmusk Lol, and the Australian Liberal Party are left wing nut jobs.

*They're actually our conservative/right wing party in Australia.

[CommonGround @CommonGroundAu]

@DaveTaylorNews If Australia had a normal economy the RBA's rate decisions would primarily be about business credit, not housing debt.

[CommonGround @CommonGroundAu]

Aussie 2Y 😳

[CommonGround @CommonGroundAu]

@liquiditygoblin Oh, we don't use any of the call recordings for nefarious reasons

[CommonGround @CommonGroundAu]

@liquiditygoblin I run a small call centre of 11 agents, we actually do use it for training.

[CommonGround @CommonGroundAu]

The way he ties this into the Australian housing market is amazing!!

https://t.co/RDBN2VfE44

[CommonGround @CommonGroundAu]

@KenEdwards22971 @spectatorindex Actually, since his last term. This was such a well known thing. Its been a little slower to come back this time around though

[Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴‍☠️ @mercoglianos]

My appearance on Australia's @abcnews on the Strait of Hormuz.

@campbelledu making it down under.

[FuelAustralia.org @FuelAustralia]

Everyone's seen the charts of tanker flows through the Strait of Hormuz dropping off a cliff in March.

Well, here's what you haven't seen: the Strait of Malacca — my research has found oil tanker tonnage through the Strait is down 42% vs pre-crisis levels.

Why does this matter? The Strait of Malacca is the chokepoint that feeds the Asian refineries producing ~73% of Australia's refined fuel imports (South Korea, Singapore, Malaysia, Japan, Taiwan, Thailand, Brunei). Plus a further ~12% from India, which depends on the same Persian Gulf crude but via the Arabian Sea.

What does this mean? Less oil is reaching the foreign refineries that supply Australia with refined fuel — and we might not be feeling that yet.

This is an early signal I have been watching for.

Thread below 👇

[CommonGround @CommonGroundAu]

@AvidCommentator We've been here before, it's exactly how this will unfold.

[Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴‍☠️ @mercoglianos]

This is the correct assessment by @MikeSchuler.

[CommonGround @CommonGroundAu]

This shit is insane!!
https://t.co/rPos3DxkrY

[CommonGround @CommonGroundAu]

Well it's certainly undergoing a reset..

[First Squawk @FirstSquawk]

CHINA'S PRESIDENT XI JINPING SAYS THE WORLD ORDER IS 'CRUMBLING INTO DISARRAY