coolabahcap, Author at Coolabah Capital Investments

Peak Virus: Forecasting the Peak in COVID-19 Infections in the US and Australia

Authored by Kai Lin and Christopher Joye, Coolabah Capital Investments. As we move through “peak virus”, our team has spent time reflecting on significant trigger points that might precipitate fundamental changes in future market sentiment. In this note, we publish preliminary internal forecasts for the distribution of COVID-19 infections in the US and Australia focussing …

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House prices to rise at 20 per cent this cycle

Article, Livewire / By coolabahcap

This is an article portfolio manager Christopher Joye published on Livewire recently. Today I write that housing boom is tracking more or less exactly as we expected, and based on the RBA’s model of housing dynamics one should pencil in total capital gains of circa 20 per cent this cycle assuming no further reductions in …

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Hedgie: More sharks on land than in water in these parts

Article, Livewire / By coolabahcap

This is an article portfolio manager Christopher Joye published on Livewire recently. In this column I submit 10 big ideas for the next decade, which is bound to be a dangerous one, including: the coming of self-aware artificial intelligence; fusion between AI and humanity to create homo-digitus; the prospect of people living to 150 years …

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Rise of the ASX Zombies

Article, Livewire / By coolabahcap

This is an article portfolio manager Christopher Joye published on Livewire recently. Our thesis is simple: capitalism is dying and the myopic public policy statism replacing it is breeding a new wave of zombie companies that cannot survive in a normalised interest rate world. These zombies have loaded up on debt they can only just …

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Pinnacle Investment Management Joins Coolabah Capital Family

Announcement, Article / By coolabahcap

We are delighted to announce that Pinnacle Investment Management (ASX: PNI) has joined the Coolabah Capital Investments’ family.

CCI Cornerstones Landmark RMBS deal

Announcement / By coolabahcap

Coolabah Capital Investments was delighted to cornerstone the first-ever RMBS bond issue—offered by CBA—that has priced off the RBA cash rate rather than the traditionally-used Bank Bill Swap Rate (BBSW). This removes bank credit risk from the benchmark interest rate and will likely open the door to other RMBS issuers to follow in CBA’s pioneering footsteps. CBA’s …

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SwitzerTV, Episode 12

Debate, Video / By coolabahcap

Coolabah Capital’s Chris Joye, Domain’s Jason Pellegrino and PEXA’s Marcus Price discuss the property market rebound.

Coolabah Capital selected as one of Australia’s Top Alpha Managers

Awards / By coolabahcap

On the subject of the search for yield, one question I am regularly asked is whether retail investors should be switching from major bank hybrids

Hybrids vs High Yield

Article, Livewire / By coolabahcap

On the subject of the search for yield, one question I am regularly asked is whether retail investors should be switching from major bank hybrids

House Prices to Increase 30%

Article, Livewire / By coolabahcap

It is time to unveil a new expectation: if the RBA continues cutting through conventional and unconventional means, which is our central case, I expect that this economic cycle house prices will likely increase by about 30% with no immediate financial stability hazards. This follows on from our April 2019 projection that the 10% draw-down in Australian …

House Prices to Increase 30% Read More »

coolabahcap

Peak Virus: Forecasting the Peak in COVID-19 Infections in the US and Australia

House prices to rise at 20 per cent this cycle

Hedgie: More sharks on land than in water in these parts

Rise of the ASX Zombies

Pinnacle Investment Management Joins Coolabah Capital Family

CCI Cornerstones Landmark RMBS deal

SwitzerTV, Episode 12

Coolabah Capital selected as one of Australia’s Top Alpha Managers

Hybrids vs High Yield

House Prices to Increase 30%

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