Thursday, June 9, 2011

Wake up Australia! Gillard must go.

Have you noticed how quickly government goes off track when you have a collectivist running government. Picture this story:
1. Climate change is bad - so need to invest in solar. Huge sums given to fund programs, a great deal of misdirect of money, overpriced panels and installation, and unsustainable subsidies driving taxpayers into the ditch
2. Humanity intrinsic - Need to treat all people with dignity, even if they don't act with dignity. Need to encourage illegal immigration so not to offend sensitive humans with an intrinsic concept of human worth.
3. Climate change is bad - Killing of wild camels to reduce carbon (i.e. methane) emissions.

There is a value system here Australia. But do you think this is a good one. Do you think this is life affirming public policy? I don't think so for several reasons.
1. There is no clear evidence that humanity is detrimentally impacting the climate. This is conjecture at this point, and I'd say the arguments would quickly evaporate if more than 5% of the scientific population used their deductive, critical thinking capacity. Unfortunately, most of them are empiricists, who studied science because they could not make it into economics, or their values were corrupted by a poor education system, or their parents. We are sabotaging the economy, i.e. distorting human decision-making in order to preserve a lie; just as occurred with Vietnam, Iraq, children overboard, etc. Now we are being fed a rationalisation of climate change to kill camels. Next, expect a Liberal govt to use climate change as justification for nuclear. Frankly, I support nuclear, but for the right reasons.
2. The debate is populism: There is no informed debate on these issues. The mob is being manipulated by a Labor government in concert with lobbyists; probably some group inside the ABC who thought this is an issue to drive decision-making. It does not require a conspiracy; it requires an alliance of ignorance.
3. There is no accountability: Smart people are being alienated by a mob who controls government.

The intellectual decay in Australia is remarkable. The Liberals are just better; they are far from satisfactory. Australia - please start electing some Libertarians to at least control the balance of power. Just 10-15 of them, least we descend into anarchy. Frankly, that is probably a good thing. We need civil war as even the Libertarians cannot think. People might need to see the implications of stupidity. I might stay in the Philippines for the next decade. Australia's populism is reaching a new level of stupidity. The same type of stupidity that impacted Europe prior to WWII. Watch a nation be destroyed. It is no paradox that the nation never had it so good. Just 5% of the population produces 75% of exports. The nation never had it so easy. This is why you are all going to hell....well not hell...but a bad place. The looters and thugs are taking over. Gillard is the principal of their school of 'non-thought'.
Great rationalisation. Hopefully the animal & climate greens will cancel each other out. More worrisome is that they might mutate/breed. Fortunately they are so anti-conceptual, they will destroy each other over this concrete political issue, just like the Muslims and Christians in the Middle East. Ok, so they survived. The strategic question is whether they will be sufficiently weakened by their destructive actions. Unfortunately, objective intellectuals are a bit thin on the ground because of our crap education system.
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Andrew Sheldon www.sheldonthinks.com

Australian housing ok guys

Australian home owners are the most indebted in the world, but you need not worry. There is no evidence to suggest a collapse in prices any time soon. A survey suggests they are comfortably paying off more than they need to, and there is no reason to expect any interest rate advance with such a strong currency. This is of course in accordance with our view that the economy is doing well, and there is no problems on the near-horizon, unless you factor in a bird flu, plague, etc.
That is not to say Australian property is cheap. Its well-overpriced, but it will stay so, and might even put on modest gains in coming years, with some softness as interest rates rise. It is more probable that yields will rise faster than housing prices fall.
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Andrew Sheldon www.sheldonthinks.com

Monday, May 30, 2011

Tiger Airlines on the back foot in Australia

It comes as no surprise to me that Tiger Airlines is on the back foot with respect to its ambitious expansion plans. The marketing side of the airline is bad enough without even looking at other issues. The airline has a number of issues:
1. Poor capacity to allow seamless travel through Singapore with a hopeless booking system
2. Misleading promotional campaigns which leave prospective customers snubbing their emails

In this respect, Jetstar has the right idea, though they have hopeless customer service. The good news is that Jetstar is showing signs of improving things. Air Asia X is another airline which is making the same mistake on marketing; though it probably has a lower cost operation given that KL is likely to be a lower cost hub. It is at an earlier stage in its expansion plans. It made the sensible decision to service the Christchurch market, which previously had no low-cost offerings to Asia. KL is a great hub because you can get a cheap hotel there for commuters.
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Andrew Sheldon www.sheldonthinks.com

Thursday, May 19, 2011

Extortion in the Australian building trade

Years ago I was in a group of Australians studying the philosophy of Ayn Rand. We would get together every Sunday and listen to taped lecture courses. These courses were very good. You can probably still get them from the Ayn Rand Institute.
One guy who turned up to one of the club meetings was a previously successful demolisher in the building trade. The guy was impressive in several respects. He was a big fellow with a great deal of confidence and he just radiated charisma. Sadly, he was not terribly intellectual. He was however interested in taking some political action.
He often talked about how he was making a lot of money in the building trade; that he employed a lot of people, until he was forced out of the business, and faced a union black-ban. The guy's name was John Companion. He shot himself in the head as a result of the stress, family breakdown that resulted from these events. He impressed a lot of people; and I think if he had the greater intellect to develop or advance a better strategy, he would have had a very different life. He went off the rails at this time. The signs of imminent suicide was the decision to change his name to 'John Galt' - the character in the best-selling fictional novel by Ayn Rand 'Atlas Shrugged'. Of course the book was recently made into a movie. The trailer is on YouTube.
All this of course is important because at the moment there is a big trial attracting a lot of attention in Australia between the unions and Multiplex, the construction company. The trial is raising news of kickbacks and so forth. There were people around John who could say a great deal in this trial I suspect.
Anyway, the fact that such extortion can go on for the 2 decades that I have known about it; the fact that people feel compelled to take their lives rather than seek justice, I think it says something, not just about the quality of our society, but the institutions which drive it. The legacy of this of course will not be justice. Justice is never done. It is always some half-measure. The half-measure arises from the huge cost of taking action, the people lost in the process, the settlements out of court, the lack of accountability, the incidental issues which seem to undermine compelling evidence. The problem of course is the nature of our government.
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Andrew Sheldon www.sheldonthinks.com

Tuesday, April 12, 2011

The future of Qantas

The future of Qantas. What does one make of the current problems in Qantas. The airline appears to be having a lot of mechanical troubles on flights...running at about one problem a month. The unions attribute the problem to the outsourcing of jobs to Singapore. I am inclined to agree. There is of course the possibility of union staff sabotaging the reputation of Qantas in order to get the airline to resume maintenance in Australia. Would airline unions resort to extortion to protect their position in the industry? I think so ...particularly if it was merely to change perceptions rather than actually 'down an aircraft'.
The reality was always that this was always bad policy for Qantas. It should not have outsourced to Asia. This is fine for 'discount airline' Jetstar, but it was bad policy for Qantas. The problem is also that Qantas probably had no experience handling the cultural shift to Asia, and its track record is suffering as a result.
Oil fire may have caused engine failure on Qantas jet nydailynews.com

It seems only a matter of time before there is a serious accident. Then I think we can expect the government to buy back into Qantas to restore 'Australian jobs'. The problem was probably that it never really lost its 'public sector' culture after privatisation...like Commonwealth Bank.

The Qantas A380 passenger jet after it was forced to make an emergency ...guardian.co.uk
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Andrew Sheldon www.sheldonthinks.com

Monday, April 11, 2011

Discount airlines flying to Australia

There are a number of discount airlines servicing Australia. I just found a new one - so I thought I would provide a list of the discount airlines now that I am aware of:
1. China Southern Airlines - See their website. They fly to Sydney, Brisbane, and soon to Auckland (NZ). Looking at their website, its a shocker. A sign that Chinese companies just have no idea about customer service. They are expensive too, but more importantly, it would be a nightmare to compare prices. I'd hate to think about the actual flight expensive. I am having flashbacks of a Garuda flight years ago...when they lost my luggage for 4 days. I went to a conference in Goa (India) in my Bali shorts.
2. Tiger Airways - see website. They are Singapore based, they fly to Melbourne and Perth only. I get bombarded with admails from this group, but their offers are always poor, and their routes are limited.
3. Air Asia X Airlines - See website. They are based in Kuala Lumpur, so this will most likely be your transit point. The positive aspects about KL is that its a pretty attractive city, far cheaper than Singapore, just as beautiful, without being as clinical, or broadly as authoritarian...just tight on the social values, so you probably shouldn't feel your GF's legs at the dinner table. They fly to Gold Coast, Perth, Sydney I think, as well as Christchurch (NZ).
4. Jetstar - Jetstar is a Qantas subsidiary, so they fly out of all Australian cities, as well as Auckland and Christchurch. They probably represent the best value, but the service is often dodgy. I've had many issues. i.e. Like telling my family they can't fly through Sydney when they knew we could. They refused to listen until the nth hour. Yes, that's you Page in Christchurch. Problem with Australian immigration as well. They didn't know the rules.
5. Pacific Blue - see website. They fly out of most Australian cities to NZ, Asia, etc. I always find them more pricey than Jetstar.
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Andrew Sheldon www.sheldonthinks.com

Monday, April 4, 2011

Sydney - the best place in Australia?

Reading this story I am inclined to agree with the author. Sydney would have to be one of the best places to live in the world....if not the best. I must say though there are a few issues I thought he missed:
1. Intellectual pursuits - Sydney offers philosophy groups which hang out in pubs and bars, so you can always have an interesting chat. This is not of course the typical way of spending an everything, but for some, they will be pleased with the opportunity. There are of course political parties you can join, but I found those non-participatory, i.e. Basically it matters little what you say, these people are not interested and offer no logical process of review/analysis.
2. Physical attributes - Sydney has one of the best locations in terms of physical assets, i.e. The harbour is actually three harbours/river systems all in one basin. It means you were unlucky not to grow up without a beach/harbour view. Great mountain (really valley) vistas are not far away, i.e. Blue Mountains and Fitzroy Falls
3. National parks - Sydney is surrounded by national parks. The Royal National Park, in the south, is the world's 2nd national park (after Yellowstone NP), and it is viewable as you fly into Sydbney. The Qantas pilots like to show it off. The Blue Mountains national park to the West is spectacular, along with Jenolan Caves. There are also national parks in the NW and north, as well as the city centre. Yes, the Sydney Harbour National Park protects fauna and flora in the city centre, i.e. Along the harbour and coastal foreshores and harbour islands. If you have the good fortune to live in the city, great if you are close to harbour, river or coastal walks.
4. Climate - Sydney has a very nice climate. Unlike Brisbane its not too hot in Sydney. In the last 20 years, its hardly ever gone above 32degC, and in winter it does not get below 5-8degC, depending on which part of the city you live in. If you live in the West you might get to 2degC. The rainfall is great at 1280mm, just enough to keep the city green, and its not intrusive into your lifestyle. The city experiences a range of climatic conditions, i.e. It is silent rain, or eventful storms...not boring depressing, overcast like Japan. Most days are cloudless, deep blue sky. When I stay in Sydney, there is just 1-2 months when I am not wearing a T-shirt.
5. The space - I love the 'space' of Australia. The ease with which you can get away from people. The lack of traffic congestion. Admittedly, I have not been living in Sydney much for the last few years.
6. The sounds and smells - You will think we weird - but I love the sounds and smells of Sydney, or Australia. The Sydney Blue Gum is a magnificent tree. These trees in windy weather produce a 'rustling' sound which is very peaceful. The same can be said of the sound of wave action on Sydney beaches. The wildness of that Pacific surf is unmatched...not in NZ or Japan. The smells are also special, as well as the sounds of the wild bird life.
7. Safety - Sydney is a pretty safe place. There are some youth gangs in certain parts of the city, but its otherwise a pretty safe place away from certain precincts. I feel it is more dangerous in NZ than Australia.

The bad news about Sydney, and indeed Australia, is:
1. The fascist government. No worse perhaps than the US government, but certainly little better. Perhaps Australians are just enjoying themselves too much to care. For me, its a deal breaker. I'd prefer to live in another country than finance political tyranny.
2. Poisonous snakes, spiders. The good news is that little else will kill you and snakes find you coming. If you don't pick up ground objects you will probably avoid spiders. But there is a certain appeal to NZ, which has none of these issues. Except politicians of course.
3. The sun - Australia's sun is very strong. The good news is that if you are in the shade its very pleasant because its very dry air. The direct sun is very strong, so take care in summer.
4. Remote - It will be argued by some that Australia is remote from other places. Sydney is close to New Zealand, which ranks highly as a place to live as well, or to holiday, and the two countries have a Closer Economic Relationship (CER) which makes integration easy. Sydney is 9 hours flight from Tokyo. But who's want to leave.
5. Sydney is expensive. The government strictly regulates land subdivision, so the cost of land is very high, and there are a lot of international investors buying in Sydney, because it is a nice place to live. Many Australians abroad buy in Australia with the intent of eventually retiring here...as do many foreigners like Chinese, Koreans and Japanese.

You do not necessarily have to live right in Sydney to enjoy these benefits.
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Andrew Sheldon www.sheldonthinks.com

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