The Australian economy is a unique beast. It almost completely relies on housing price growth and commodity exports to China. If both of these engines are firing, the economy does very well. If only one fires, the economy does OK. If both struggle, then the economy is in trouble.

The Rum Rebellion analyses the Aussie economy through this lens. We will often show how the economy is going by looking at charts of key stocks or sectors. Charts tell you where the money is going. If it’s going in to or out of banks and resources, for example, it can give you great insight into where the economy is heading.

Looking purely at economic data releases isn’t always useful. Economic growth data for example, is backward looking. It tells you where we’ve been, not where we’re going.

At The Rum Rebellion, we want you to be ahead of the game. So we analyse the economy from this unique perspective.

Coming Soon to an Economy Near You

In the interest of conserving the reader’s time, here is our hypothesis: all major economies are caught in an ‘inflate-or-die’ trap… and what went around Zimbabwe, Argentina, and Venezuela will be coming soon to an…

The Rum Rebellion