Another dose of sense from our Property Insider Edwin Almeida, as we kick over the coals of the market, after a weaker auction session this week. Which begs the question, are markets set to run higher, or are other factors in play? Where is the new money coming from, and what will the consequences be? … Continue reading "Its Edwin’s Monday Evening Property Rant!"

If you look at the data on property, and specifically mortgage lending, there is something lurking in the woodshed. It is simply this. Mainstream bank lending has become the preserve of wealthier, older borrowers, with a combination of lending rules, risk aversion, climbing asset prices, and rising living costs locking younger, less wealthy Australians out … Continue reading "Property Lies, Distortions And Social Consequences…"

This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia covering commodities and crypto along the way. In the battle of the two mega egos, of Tump and Musk, which raged this week on socials, the lynch-pin was a deep question about the sustainability … Continue reading "Flying Blind? Markets Sway As Global Debt Bomb Looms!"

On Wednesday Commonwealth Bank shares hit a record $181.10, to become the first ASX-listed company to be valued at more than $300 billion. By comparison, the country’s second-largest company by value, BHP, has a market capitalisation of $192 billion. The iron ore giant had been the ASX’s biggest stock since it collapsed its British company, … Continue reading "Is CBA ≥ NVIDIA?"

The slang term “Jumping The Shark” according to the Urban Dictionary, is when something has reached its peak and begun a downhill slide to mediocrity or oblivion. It was especially applied to TV shows like the Happy Days episode where Fonzie jumps over a shark while on water-skis. This was considered to be the low … Continue reading "Is Australia At Risk Of “Jumping The Shark?”"

There is massive wealth tied up in Australian property, but there some important questions which follow from this, especially given the expectation of inter-generational wealth transfer ahead, Governments seeking more tax sources, and the family bank becoming even more important in family finances. This show looks at these issues, and sheets the consequences back to … Continue reading "Can The Property Market Python Swallow The Equity Elephant?"

This is an edit of a live discussion with Leith van Onselen, Chief Economist and Joint Founder of Macrobusiness. We dived into the latest trends across the Australian economy and delved into the expected trajectory of home prices ahead, as well as broader issues including migration and productivity. http://www.martinnorth.com/ Details of our one to one … Continue reading "DFA Live Q&A Replay: Property Nightmare Ahead? With Leith van Onselen"

In our regular show, Edwin and I unpack the latest property data and ask whether the booming headlines about more home price growth ahead tells the full story (clue: no). We also look at the latest from the Wee Chat Chatters and parse the statistics on auctions and clearance rates. And we meet the Godfathers … Continue reading "Its Edwin’s Monday Evening Property Rant!"

If you believe the hype, households across Australia are experiencing waves of relief, as rates are cut, incomes rise and inflation falls. But, judging by the results from my latest surveys, this is far from true. Worse, home prices could well start taking off again, as supply does meet demand from new migrants, and other … Continue reading "Is The Financial Stress Worm Finally Turning Or Is It Eating It’s Young?"

This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and crypto on the way. Another chaotic week, with the tariff issues spinning into farce, even as long term bond yields claw higher, and friction with China and the US continues. Sentiments … Continue reading "Tariffs; The Uncertainty Gift That Keeps Giving…"