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5 recommendations to make housing affordable

October 4, 2021 by Jonathan Rochford

Housing Affordability Submission

This is Narrow Road Capital’s submission to the Federal Government’s inquiry into housing affordability

Filed Under: Government Submissions Tagged With: Housing Affordability

Bank capital matters more than liquidity

September 11, 2021 by Jonathan Rochford

Capital versus liquidity

APRA’s changes to liquidity requirements will improvement bank liquidity but won’t stop the need for government assistance during crises

Filed Under: Banks Tagged With: Capital, Capital vs Liquidity, Liquidity

Closed borders have highlighted Australia’s population Ponzi scheme

August 28, 2021 by Jonathan Rochford

Closed borders

The Covid border restrictions are an opportunity to reset migration, increase wages and employment, make housing affordable and address productivity problems.

Filed Under: Australia Tagged With: Closed Borders, Ponzi Scheme

End Lockdowns Faster With Basic Economics

July 24, 2021 by Jonathan Rochford

Basic economics for lockdowns

With better incentives and information, Australians would get vaccinated and get back to normal faster.

Filed Under: Economics Tagged With: End Lockdowns Faster, lockdowns

Governments Are Running an Anti-Productivity Agenda

July 10, 2021 by Jonathan Rochford

Governments are anti-productivity

Using debt-fuelled spending to drag forward consumption is counterproductive in the long term, it leads to stagnation, not innovation.

Filed Under: Government Tagged With: Anti-Productivity, Government

Evidence of excess liquidity is everywhere

June 14, 2021 by Jonathan Rochford

Evidence of excess liquidity is everywhere

Central banks are repeatedly replenishing the punch bowl when the guests are already trashing the venue

Filed Under: Banks Tagged With: Excess Liquidity

Does adding leverage reduce returns?

June 5, 2021 by Jonathan Rochford

Does adding leverage reduce returns?

A new study says yes and there are plenty of historical examples of how leverage can go wrong

Filed Under: Business Tagged With: Leverage, Returns

The most dangerous words in finance and economics

May 27, 2021 by Jonathan Rochford

The most dangerous words in finance and economics

The MMT experiment is just a sugar hit, we need productivity reforms to promote sustainable prosperity

Filed Under: Economics Tagged With: Dangerous Words, This Time Is Different

The Crown hybrid conundrum and hybrid misconceptions

April 24, 2021 by Jonathan Rochford

The Crown hybrid conundrum and hybrid misconceptions

With Blackstone and Oaktree showing interest there’s a wide range of possible outcomes on the Crown hybrids

Filed Under: Business Tagged With: Crown, Crown Insolvency

Who’s to Blame for the Greensill Mess?

April 17, 2021 by Jonathan Rochford

Who's to Blame for the Greensill Mess

Lex Greensill, Softbank, credit insurers, fund managers and BaFin all played a part in billions being lost

Filed Under: Debt Tagged With: Geensil, Insolvency

RBA to APRA – we’ve set house prices on fire, you fix it

March 13, 2021 by Jonathan Rochford

RBA to APRA

The RBA admits that rising house prices are creating financial stability issues, but it expects APRA to clean up its mess

Filed Under: Australia Tagged With: House Prices

Credit lessons from the Greensill downfall

March 6, 2021 by Jonathan Rochford

Greensill logo

For credit veterans Greensill’s downfall isn’t a surprise with many common red flags long associated with this business

Filed Under: Credit Tagged With: Greensill

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