Notes by Peter Esho
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New podcast episode with The Money Puzzle
I recently joined James Kirby, Associate Editor-Wealth at The Australian on his Money Quiz podcast. The episode is out today across all major podcast…
Jan 27
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Peter Esho
3
Will Australia keep booming?
As commodity prices rise, I’m getting increasingly positive on Australia. I’m biased, of course. But I’m not the only one. If you want a long…
Jan 20
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Peter Esho
2
What to expect in Australian property during 2026
One of the biggest surprises last year was just how sticky inflation remained, particularly towards the second half of the year.
Jan 4
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Peter Esho
6
November 2025
Why the Australian property market keeps rising
Australia’s residential real estate market continues to rise, despite rates remaining on hold in recent months.
Nov 13, 2025
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Peter Esho
4
October 2025
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, 2025
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Peter Esho
3
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, 2025
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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, 2025
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, 2025
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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, 2025
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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, 2025
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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, 2025
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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, 2025
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Peter Esho
3
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