Tenni & Associates Pty Ltd

31/05/2026

Being thorough.

Questioning the accepted evidence and digging deeper to discover the little known truth.

Fred Harrison
The 18.6 Year Cycle

Property Cycle Investor #287

Could you endure weeks of sitting across from a serial killer if it meant you could uncover key information later that would impact generations to come?

Listen to the man who did exactly that.

Most economists rely on models. Fred Harrison relied on years of digging for the truth.

Before he predicted major property crashes, Fred spent decades as an investigative journalist, of which most was spent revealing stories many people would never have the courage or patience to pursue.

However, one investigation in particular defined his career.

In the early 1980s, Fred spent months interviewing ‘Moors murderer’ Ian Brady. Week after week, he sat across from one of Britain’s most notorious criminals, quietly building Brady’s trust to gather information. Information that would eventually help police reopen the case and recover the remains of victim Pauline Reade, giving her mother the chance to finally lay her daughter to rest.

What makes Fred Harrison different isn’t luck, but his ability to question assumptions, spot patterns and follow the evidence wherever it leads.

Well worth a read.
https://realestate.propertysharemarketeconomics.com/could-you-endure-weeks-sitting-across-from-a-mass-murderer-if-it-meant-gifting-society-the-key-to-eternal-prosperity-listen-now-to-the-man-who-did-exactly-this/?utm_source=linkedin&utm_medium=post&utm_campaign=blog_jbstoryfred_philpl

30/05/2026

The property crash we have to have is already underway. In this week's report I share on-the-ground evidence from across the market, revisit the striking similarities between today and the period immediately before the COVID mid-cycle recession, examine the warning signs flashing for stocks and prop...

23/05/2026

23/05/2026

This week’s report covers one of the most important discussions I’ve had this year – a LIVE LCI Zoom event with master cycle analyst Andrew Pancholi, creator of the Market Timing Report and director for the Foundation for the Study of Cycles Andrew joined me to answer subscribers questions and...

21/05/2026

It’s the economy!
That is, the Land Driven 18.6 Year Investment Cycle!!

Stay tuned! Coming up next, the crash!!!

Property Cycle Investor #286

We haven’t seen this happen since 2007.

Don’t make the same mistake many made back then.



The bond market is sending a message many investors should not ignore. US Treasury yields are climbing toward levels not seen since 2007, a period that preceded one of the most painful financial crises in modern history. Back then, many assumed cheap money and rising asset prices would continue indefinitely. When liquidity tightened, markets quickly exposed excessive leverage, weak fundamentals, and overconfidence.

Today, the concern is not simply about higher interest rates, but what higher yields mean for borrowing costs, property valuations, refinancing risk, equity market sentiment, and global liquidity conditions. As capital becomes more expensive, investors are once again being reminded that market cycles reward discipline, strong fundamentals, and long-term resilience more than optimism alone.



Read more here: https://realestate.propertysharemarketeconomics.com/we-havent-seen-this-happen-since-2007-dont-make-the-same-mistake-many-made-back-then/?utm_source=linkedin&utm_medium=post&utm_campaign=blog_usbondyield_psep

17/05/2026

Treasurer Chalmers has taken a small but welcome step toward ending the tax bias that rewards speculation over work. But Australia still needs bold, comprehensive tax reform that shifts the burden off earned income and onto unearned gains.

For too long, Australia’s tax system has asked workers and productive businesses to carry the load while enormous windfall gains from land, natural resources, and speculation are lightly taxed — or not taxed at all.

At the same time, we continue to give away publicly owned resources for a fraction of their value. The minerals beneath the ground, the spectrum in the air, and the rising land values created by public investment and population growth generate immense wealth, yet much of that value is captured privately instead of returned to the community that created it.

Young Australians should be able to choose meaningful careers in teaching, nursing, social work or the arts without being locked into a lifetime of renting and financial insecurity. A fair economy should reward contribution and productive effort, not simply owning scarce assets at the right time.

Australia does not have a shortage of wealth. We have a revenue system that taxes the wrong things.

Real reform means simplifying the tax system while rebalancing it away from earned income and toward the unearned gains that distort our economy, drive inequality, and fuel housing speculation. That conversation is long overdue.

We need a tax shift.

17/05/2026

This week's Macro & the Mortgage Podcast with Catherine Cashmore from Landcycle Investor discusses the latest house price and mortgage data, the fallout from...