I'm a big fan of Dan Denning's analysis at Daily Reckoning. Did anyone read his background article about how to spot a bubble.
Basically, we're (the Aus economy) are in a bubble and we just don't know it yet for a number of reasons that camouflague the true facts from us.
http://goldnews.bullionvault.com/how-to-spot-bubbles-with-government-help-091120124
