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cjoye twitter  ↑ Joye, Christopher

9% vs 56. Captain Slapstick AC AO AM OAM AK @CaptSlapstick · 6h. Drone pilot Christopher Joye, who captured the footage, said: "Swimmers would not believe there was a. 85% to 4. Honestly, we hit the limit current incomes can support. . “@TvcMike @cjoye tech/growth/risk assets, makes any real sense. This will be record housing crash, 100% triggered by rate hikes - it has only just started. “GS: Australian capital-city dwelling prices rose +0. Verified account Protected Tweets @; Suggested usersWe would like to show you a description here but the site won’t allow us. com. We would like to show you a description here but the site won’t allow us. Replying to. While all costs (interest, rates, land tax, utility, body corp, maintenance) are against investors, 2m deposit gives u 100k effortless money. 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. christopher [email protected] @DrCameronMurray: Has anyone pulled together a list of all the wrong predictions about the housing market from mid-2020? If I recall, predictions of 30% price falls were common. . . 1KWe would like to show you a description here but the site won’t allow us. But with a referendum and election coming in the next 12 months, in addition to a $19b surplus. “Good morning!” In this conversation. 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. 6% for one year but if taken from the peak in Sept 21 its -30% plus. See new Tweets. 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. 4% followed by Brisbane (-8. Sydney (+1. Sign up Day of valuations reckoning looms for commercial real estate owners, valuers and auditors. A controversial article by Christopher Joye, an outspoken investment portfolio manager and columnist for the Australian Financial Review, has. ly/3tKymvn 8:25 PM · Nov 21, 2022 · Twitter Web App @cjoye Aussie house price update to 25 July: Sydney prices down 1. 5%, the…. ”“Yep. Don’t know anyone else that predicted that. . Conversation. 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. We would like to show you a description here but the site won’t allow us. ”Log in. . 10% in more pain for borrowers and home owners. then the printing starts again leading to further dilution of currency . “@cjoye Japan took over 10 years from peak to 'bottom' with a similar size bubble. A 30year investment for most. Bank of M&D or other exogenous injections can only go so far. what you choose? We would like to show you a description here but the site won’t allow us. Since first RBA May hike, Syd/national market has fallen at 23%/14% annualised pace. 0% (0. 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). 6 billion Snowy Hydro… We've been forecasting a US recession since Jan 2022, which the market has recently converged on. com. 1%; Brisbane prices down 0. Log in. 3. We would like to show you a description here but the site won’t allow us. Australia needs to produce more with fewer people. Both are inflationary to housing and do nothing to address affordability. We would like to show you a description here but the site won’t allow us. “Why is Bitcoin back down at US$22k?”“@cjoye You should dissect Aus equities vs S&P500. Quote Tweet. In levels terms, capital-city dwelling prices…”@cjoye. ly/3pmX9Dk. 3%, Melbourne/Brissie both down 6. 04 Jun 2023 22:01:37We would like to show you a description here but the site won’t allow us. 3. ” christopher joye on Twitter: "Good morning!" / Twitter. “@cjoye Sir. We would like to show you a description here but the site won’t allow us. . Sign upLog in. We would like to show you a description here but the site won’t allow us. Logically can't happen. This will. We would like to show you a description here but the site won’t allow us. 1. Verified account Protected Tweets @; Suggested usersWe would like to show you a description here but the site won’t allow us. Drone operator Christopher Joye posted. Visit cjoye's profile on Zillow to find ratings and reviews. We would like to show you a description here but the site won’t allow us. 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. 11. ”We would like to show you a description here but the site won’t allow us. . Interesting. au. We would like to show you a description here but the site won’t allow us. 1%, declining at a 17% annual rate, while Brisbane prices fall at 20% annual rate bit. Sign upchristopher joye @cjoye. 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. 1% in 2020 drove Aussie houses prices 37% higher. We would like to show you a description here but the site won’t allow us. 8%mom in March, the first monthly increase since April 2022 and the largest monthly increase since January 2022. “The RBA is hierarchical, insular, supercilious, hubristic, resistant to outside influence, and exceptionally slow to recognise and respond to its own mistakes. . com. 1. “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. May 15, 2023 - 9:29AM. 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. Considering the RBA's housing price model predicts some pretty major price falls if rates rise 1%, it would be interesting to see how falling real wages may potentially exacerbate that. “@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. @cjoye Cracking interview with the great Tom Piotrowski on equities, bonds, house prices, banks and pretty much everything under the sun - notably recorded before the RBA kicked off its second hiking cycle… @cjoye A tiny, single day drop in Aussie house prices evidenced in the CoreLogic daily data---is it pure noise or something more substantive as tighter policy grips? corelogic. 2:58 AM · Jun 30, 2023. So presumably brought their first home. Binance Australia selling bitcoin $6k cheaper than other exchanges. Well done. 4%mom) and Melbourne (+0. 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. Find great real estate professionals on Zillow like cjoyeThere are 9 words found that match your query. However, the. And homes are still priced above Covid levels. 4% pa return. 30 Nov 2022 01:03:22 Australia faces "largest and longest house price correction in history" - MacroBusiness In this conversation. You actually charge people a fee for that performance?”“@KirilRuvinsky @cjoye People are away in Sydney, this Aussie day turned into a long weekend, my wife works in circular quay and there were 5 people on her floor at work! People are still spending and it appears that less people under 35 have a mortgage these days, rising unemployment is the only key”Imaging if mums&dads can directly access to 6. . they all roll over the same. Log inWe 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. In this conversation. Retweets. We would like to show you a description here but the site won’t allow us. Interesting to see Treasurer Jim Chalmers trying to directly jawbone the RBA into not hiking by arguing that the inflation result does not meet the "material" upside surprise test Bullock set - despite every economist and the market saying it does. I am not a house price bull. It's very unstable at the street level. It’s funny because traders on the street know that on Friday. Acquire everything! It’s a bull market! Equities are cheap! The buy-the-dip-reflex will prevail! Central banks will slash rates and lift their inflation targets!We would like to show you a description here but the site won’t allow us. @cjoye. “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. There was only one way to go. 2B cash! @cjoye Aussie house prices now correcting fast as rates rise, led by Sydney and Melbourne: RBA will struggle to lift past 1. We would like to show you a description here but the site won’t allow us. 1. Retweets. There was only one way to go. We would like to show you a description here but the site won’t allow us. ·. “Aussie house price crash about to pass through all-time record of an 11% peak-to-trough loss. ConversationA not so tiny drop in some parts of the country. 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. Likes. Embarrassingly wrong. We would like to show you a description here but the site won’t allow us. Bang on our forecast for 15-25% cumulative loss. Sydney is off 10. We would like to show you a description here but the site won’t allow us. 85% to 4. “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. com. The latest tweets from @cjoye christopher joye. 3%. “@cjoye @PeteWargent Both this and Labor shared equity policy are attempts to shore up supporter bases/buy votes. macrobusiness. Log in. We would like to show you a description here but the site won’t allow us. True, but houses / home units are hard to beat. 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. “@KurtMickan @cjoye If the current conditions remain I would expect prices to fall. “Morning!” We would like to show you a description here but the site won’t allow us. 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. Try and think of the whole story not the macro people want you to hear and fear”In this conversation. ”Log in. 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. Sign upWe would like to show you a description here but the site won’t allow us. 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. Discerning Coins for example is a new way of collecting coins - using the blockchain! Chris, we've talked about this. . ”“With an inflation-targeting central bank, cash is actually one of your best inflation hedges”See new Tweets. In this conversation. christopher joye on Twitter. 04 May 2023 06:47:40Log in. Found. Log in. 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. 16 May 2023 00:02:27“Aussie house prices fall another >1% in November, total loss now 7. 30 Nov 2022 01:03:22@cjoye. Sign upLog in. Verified account Protected Tweets @; Suggested usersIn this conversation. Australia faces "largest and longest house price correction in history" - MacroBusiness. . We would like to show you a description here but the site won’t allow us. christopher joye. 6pc. 10% in more pain for borrowers and home owners. Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager at Coolabah Capital. …”We would like to show you a description here but the site won’t allow us. afr. According to your own chart the annualized figure for Sydney is approx 11-12%. Huobi announced $18. Ave wage vs ave savings vs ave mortgage debt does not compute in my mind-who can afford a $600k mortgage at 7% without it destroying monthly income?”“@cjoye See through the noise with China - they are in population decline as Poor Japan v2. Your chart is pretty much 12 months already. In this conversation. Sydney house prices plummet like it's 1983 - MacroBusiness. ConversationIn this conversation. 0 replies 0 retweets 8 likes. 2%. “Bitcoin down at US$20k again, but Aussie house prices stabilising once more while equities tank. Verified account Protected Tweets @; Suggested users“@ChandAshok @cjoye Totally agree re government mistakes but struggle to understand why ‘independent organisations’ have the power to dial up the misery of Australians in the form of unemployment and increased costs of lending. Likes. 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. 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. First time I've properly suited up in a long while. 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. Aug 16. @cjoye posits #stock are 20% overvalued given the 5% discount rate -> seeing this in earnings #mastercard and #carnival both accelerating earnings, but not rewarded post. #ausecon @felicity_emmett @AdelaideTimbrel. Interesting. Like. would like to show you a description here but the site won’t allow us. Interesting to see Treasurer Jim Chalmers trying to directly jawbone the RBA into not hiking by arguing that the inflation result does not meet. Immigrants need groceries, cars, bank accounts, etc”“Westpac data shows that exactly 50% of all borrowers are less than one month ahead on their mortgage repayments, or behind. @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. Log in Another 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. @cjoye. Both of which disproportionately affect the bottom 50% of households. 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. 65% in November. “@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. would like to show you a description here but the site won’t allow us. christopher joye. #ausecon @felicity_emmett @AdelaideTimbrel. 76% from 0. Verified account Protected Tweets @; Suggested users “Worst house price declines in 42 years, with more to come. We await policy details to review our outlook". The news is not good: "We construct a new ‘weighted-median’ measure of underlying inflation based on a truncated monthly CPI. Sign up“@mitch_dol @cjoye @TomInvesting This is the Jan REINZ HPI Index developed with our RBNZ. com. “@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. Sign up“@cjoye People keep in mind the huge upswing the housing market had pre covid. In this conversation. 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. We 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. “@cjoye Step forward for transparency, but still doesn’t stop more/different things being said in other forums (or by other RBA officials). Verified account Protected Tweets @; Suggested users“Worst house price declines in 42 years, with more to come. Aussie housing collapse spreads as Brisbane joins the Sydney and Melbourne crash bit. So how does this effect them? I would have thought ppl who regularly buy/sell homes or were looking to cash out for retirement would be more affected?”We would like to show you a description here but the site won’t allow us. 5% pa, or 2. 1:24 AM · Jul 9, 2023 · 10. Sign upNSW Treasurer Daniel Mookhey today reveals that Perrottet/Kean had planned to burden NSW taxpayers with another $25bn of debt to allow their investment arm, TCorp, to punt this money on stocks. “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. 4%. ALT. “Bitcoin down at US$20k again, but Aussie house prices stabilising once more while equities tank. 13 Jun 2023 05:35:09 “RT @rogerkermode: I reckon there are two generations of ‘finance dudes’ who have never seen high inflation and cannot comprehend the fear i…” christopher joye on Twitter: "RBA now on track to hike rates in June given upside surprise to today's inflation, lifting the cash rate from 3. Sydney house prices plummet like it's 1983. christopher joye on Twitter: "A property I heard about was. . @cjoye yep, thats the point. This will in turn demand radical attitudinal change from entitled millennials who have never experienced high…. This chart from Bloomberg provides a good summary of consensus estimates. Fun interview with nabtrade on bond markets. We would like to show you a description here but the site won’t allow us. @cjoye/Twitter) Shark clamps onto diver's leg as blood and screams pour out in attack video. I'm often asked how much time/effort it takes to write an AFR column. @cjoye Sydney house prices have fallen 11. @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. ”While lots of people talk about the risk of war without actually understanding the odds, new research sheds light on the probability of major power conflict. 5%. christopher joye on Twitter: "Morning!" / Twitter. afr. We have unscrambled the letters cjoye (cejoy) to make a list of all the word combinations found in the popular word scramble. 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. Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager at Coolabah Capital. 1%. 6%mom) prices led the increase. The stunning incident occurred in the waters off Werri Beach in New South Wales on Sunday and was captured on video. 7% on 376 auctions (@corelogicau) vs 49. Wonderfully cherry picked data in desperation to keep credibility of the narrative that allows them to be. This is 70s. 1%, bringing total decline to 6. Plus ,Bitcoin and Ethereum are down less than tech stocks. 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. It'll work right up until the point it is discovered that debt outstrips M2 money by a factor of 10:1 . We now expect Australia's #housing prices to fall nearly 20%, before a modest recovery in 2024 as mortgage rates fall. 2021 Olympic Medalist, Joey Lye, shares stories and insight into some of the mental skills and strategies that prepared her [email protected] million in crypto cant be withdrawn on FTX- $13. “Pretty clear RBA has been spooked by house price collapse, which is only going to get worse”christopher joye on Twitter. 3. 1%, declining at a 17% annual rate, while Brisbane prices fall at 20% annual rate bit. Aug 16. . Verified account Protected Tweets @; Suggested usersAussie house prices are continuing to fall at a very rapid pace in December based on early data fromWe would like to show you a description here but the site won’t allow us. I'm often asked how much time/effort it takes to write an AFR column. “Good morning!”In this conversation. 2m are customer assets. macrobusiness. 9:35 PM · Aug 9, 2022 · Twitter Web App. We would like to show you a description here but the site won’t allow us. . Where did you get 20% from?”RBA governor Phil Lowe said today that for Aussie inflation to hit its 2-3% target, wages can only grow at circa 3. We would like to show you a description here but the site won’t allow us. Immigration is still big in Aus. 2m are customer assets. . au. 4. . 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). estimates will revise down a bit. @parrapower2022 @solo_dio_ @rabbit_wealth @AvidCommentator @BikoKonstantin1 @Aus__Property @rabbit_wealth @justthink1 @cjoye . . “GS: Australian capital-city dwelling prices rose +0. Verified account Protected Tweets @; Suggested usersIn this conversation. Show more". . First miss on EPS since IPO, I think. Sign upSee new Tweets. 1. 92. christopher joye on Twitter. 28. We would like to show you a description here but the site won’t allow us. Sign upWe would like to show you a description here but the site won’t allow us. Log in. Interest rates have soared, but commercial property values have barely moved. Last Friday was a normal day for us: we did about $450m of trades, and I actively directed ~$300m of them. ”christopher joye on Twitter: "Good morning!" / Twitter. Replying to @cjoye @Harold36089778. 1%; Brisbane prices down 0. Sydney prices have fallen by 11. “The “family finances vs a year ago” sub-index dropped 8% in February, to 62. Sign upWe would like to show you a description here but the site won’t allow us. “@cjoye It seems a bit silly to me that an actor, doing an advert, with a script, on the television, should suddenly become a financial commentator on cryptocurrencies. @cjoye. We would like to show you a description here but the site won’t allow us. 2 days ago. We would like to show you a description here but the site won’t allow us. new Tweets. I doubt the rise over the previous Q was sustainable, given the reduction in borrowing power. 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. 7% in July; Melbourne prices down 1. Found. Sign upWe would like to show you a description here but the site won’t allow us. and @Johnkehoe23. Master Your Unstoppable Mindset. 7% in July; Melbourne prices down 1. 18 Jul 2023 02:09:39. ”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. Crypto is toxic”We would like to show you a description here but the site won’t allow us. This chart from Bloomberg provides a good summary of consensus estimates. 10:21 PM · Jul 8, 2022 · Twitter for iPhone. I believe this includes offset accounts. Our predicted housing recovery continues @FinancialReview (Prelim. Binance Australia selling bitcoin $6k cheaper than other exchanges. It’s funny because traders on the street know that on Friday mornings, I will be buried in one. @cjoye. 5%; 5 capital cities have fallen 3. @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 users The 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. We would like to show you a description here but the site won’t allow us. “@bluntman_eth @Tombeecon @cjoye So they just entered the real estate market. Massive portion of the population realising they are not going to achieve an acceptable basic standard of living. 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. Lower bound of our 15-25pc forecast correction could be an optimistic outcome…”Log in. 1 million in crypto cant be withdrawn on FTX- $13. ly/3tKymvn 8:25 PM · Nov 21, 2022 · Twitter Web App@cjoye Aussie house price update to 25 July: Sydney prices down 1. afr. @Dante57112893. 6%mom) prices led the increase. This will in turn demand radical attitudinal change. Some areas down -25. Verified account Protected Tweets @; Suggested usersSign up. Strong academic credentials, but limited real world experience. We would like to show you a description here but the site won’t allow us. 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. And inflation isn't coming down anytime soon with rents increasing Rate cuts in 2023 will simply shoot inflation back up. Even with yields down. Games fiasco will leave business shaking its head at Victorian farce. States need fiscal revolution to avoid debt bomb - our analysis on NSW and Victoria. Property is ‘sleepwalking’ towards its biggest test since the GFC. “@BruceMeaney @cjoye I don’t know if it’s good. Don’t know anyone else that predicted that. 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. 2 days ago. 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…” Honestly, we hit the limit current incomes can support. Expect a global recession, continuing asset price declines, and waves of defaults, writes cjoye. We would like to show you a description here but the site won’t allow us. 8:58 PM · Oct 5, 2022 · Twitter Web App.