Notes by Peter Esho
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Comparing gold to Australian residential property
I’ve always preferred residential property to gold for two key reasons. The first is property gives me income, gold doesn’t. In fact, gold has negative…
Oct 8
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Peter Esho
2
US government shutdown and impact on investments
Shutdowns in the US are nothing new, they happen regularly. There have been around 21 funding dispute shutdowns since the modern budget concept was…
Oct 6
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Peter Esho
2
September 2025
America Cannot Lose the Robotics Race
The most crucial challenge of the AI race is coming into view. We need to get in the running.
Published on a16z
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Sep 28
Property market clues from large investors
One of the deals that recently caught my eye was Charter Hall’s recent purchase of Chullora Marketplace for $145m. I think it’s a great deal because of…
Sep 11
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Peter Esho
2
Home guarantee scheme changes brought forward, property bounces
The Labor government’s decision to bring forward its Home Guarantee Scheme changes from January 2026 to October 2025 has seen a big bounce in market…
Sep 4
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Peter Esho
3
August 2025
Using AI to grow and manage your investments
The world is changing, and the performance gap between those who use AI for their investments, and those who don’t, will continue to wide.
Aug 28
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Peter Esho
3
US housing latest and impact for Aussie investors
The US housing market has been slowing for a while. Ever since interest rates started increasing, the pace of building activity has declined. In recent…
Aug 21
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Peter Esho
2
Australian housing market stable with upside in 2026
While many may cringe at the record profits of the big banks, I actually think it’s a positive. A strong banking system is good for everyone. It’s good…
Aug 14
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Peter Esho
3
Fixing Australia's productivity problem and the impact on property investment
The new Labor government is consulting with business stakeholders as part of its Productivity Commission Economic Roundtable.
Aug 7
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Peter Esho
2
July 2025
Inflation falling, RBA has mission accomplished
Inflation is now well within the RBA’s target 2-3% range and it’s sticking there. Not moving much. That’s exactly where it needs to be and so I think…
Jul 31
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Peter Esho
1
Biggest investment lessons of 2025
This week’s podcast is a recap of my conversation with the Coposit team recently. We touched on some great topics, including the key areas I think will…
Jul 24
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Peter Esho
1
Why interest rates will keep falling in Australia (audio podcast)
The RBA is caught between optics and outcomes. They know growth is stalling and the household sector is under real pressure. But they held last week to…
Jul 17
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Peter Esho
1
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