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Why the 2026 Super El Niño Matters Mainly Through Inflation

Weekend reading and MB media appearances

Australian Property

Australia’s housing green shoots wither away

Australian budget

Welcome to the decade of budget deficits

LNP gambles VIC energy on unknown gas reserves

Australian Politics

Lack of transparency is the Capacity Investment Scheme’s biggest flaw

Australian Economy

Youth jobs slain by AI, immigration and Costello

Labor is right to rule out further increases in compulsory superannuation

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The largest house price falls in Australian history

A long, grinding income recession for Australians

Property Investor lending soars into new builds

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Economy

A long, grinding income recession for Australians

Job losses take pressure off RBA and interest rates

It’s offical: AI plus immigration terminates the childern

Bloated councils leave Victorians in rubbish dump

Soft wage growth eases inflation concerns

Bond horror builds towards the end of the West

U.S recession risks rise as economy becomes reliant on AI for growth

Policy

How Labor added 30,000 by stealth to Australia’s immigration program

Will Australia guard Mars when Trump invades Jupiter?

Victorian Coalition throws new spanner in energy transition

Victorians must accept deep austerity

The “Stats Guy” pumps more immigration propaganda

A new negative gearing scare campaign emerges

Teal Allegra Spender gets her migrants

Property

The largest house price falls in Australian history

Anti money laundering laws pose another threat to house prices

Australians sense that a property price crash is coming

Surge in property listings a bad sign for Brisbane and Perth property

Property Investor lending soars into new builds

Australian housing FOMO turns into FOOP

Specufestors flee Aussie property

Markets

Trump blockade of Uranus sets fire to oil

The bull case is VERY bullish

Oil needs big demand destruction

Has Alboob squibbed gas again?

AI is going to crash

Diesel shock rages as war enters end game

What has slowed renewables in Australia?

MB Fund

MB Fund Podcast: Elon’s New SpaceX Data Center Gamble

The Great Wealth Transfer: How to Avoid Squandering an Inheritance