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We've let young Australians down on housing policy
I’ve taken a couple of weeks off over Easter to recharge the batteries and rethink my investment thesis. A lot of family and friend time. I’ve been…
Apr 12
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Peter Esho
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We've let young Australians down on housing policy
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March 2024
Single greatest factor driving property prices
The thing that caught my eye from the RBA this week was the admission that China is growing slower than expected. The RBA is now watching this as part…
Mar 21
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Peter Esho
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Single greatest factor driving property prices
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Values Based Success - Business Lessons from Les Schwab
In this month’s episode, RGB Consulting Founder Dr George Marano and I delve into the life of American entrepreneur and business leader Les Schwab. Les…
Mar 21
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Peter Esho
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Values Based Success - Business Lessons from Les Schwab
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RBA will be forced to cut earlier if commodity prices keep falling
The RBA meets next week as part of their new calendar regime. I’m expecting they’ll say something similar to February. Europe, America, UK, Australia…
Mar 14
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Peter Esho
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RBA will be forced to cut earlier if commodity prices keep falling
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Reality check coming for the RBA
I’ll get to the economic outlook shortly. First, I want to touch on what’s becoming a big problem. Property prices are not only growing more than…
Mar 7
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Peter Esho
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Reality check coming for the RBA
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February 2024
Interest rate cuts become inevitable as inflation cools
It’s no longer a matter of if, but when. Interest rate cuts are on the horizon, and the RBA is getting what it wanted - a moderation in growth and a…
Feb 29
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Peter Esho
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Interest rate cuts become inevitable as inflation cools
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Westpac result shows Aussie property still strong
As a former banking analyst, one of the first things I do when banks report their earnings is skip through the presentation and go straight to the loan…
Feb 22
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Peter Esho
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Westpac result shows Aussie property still strong
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Against the Odds - Business Lessons from James Dyson
In this month’s episode, RGB Consulting Founder Dr George Marano and I delve into the captivating journey of James Dyson, the visionary founder behind…
Feb 18
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Peter Esho
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Against the Odds - Business Lessons from James Dyson
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Soft Aussie jobs report adds fuel to rate cut
The January jobs report was poor again. This follows a very bad December where we saw around 50,000 jobs lost in the Australian market. Only 500 jobs…
Feb 15
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Peter Esho
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Soft Aussie jobs report adds fuel to rate cut
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Some clues from RBA to when rates will be cut
An interesting week with a new format from the RBA. But unfortunately, the same old rhetoric. I can understand that the RBA doesn’t want to celebrate…
Feb 8
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Peter Esho
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Some clues from RBA to when rates will be cut
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RBA's mistakes will lead to rates falling sooner
The RBA is starting to destroy the Australian economy. We’re now getting more and more data confirming the huge policy mistake from the November rate…
Feb 1
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Peter Esho
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RBA's mistakes will lead to rates falling sooner
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January 2024
Comparing Canada with Australia's property market
The world is becoming increasingly interconnected, and this is having a major impact on investment markets. What happens in one country's market can now…
Jan 25
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Peter Esho
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Comparing Canada with Australia's property market
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