Digital Finance Analytics (DFA) Blog

More weakness in markets as we close the year. The realisation of higher rates and recession risk hitting earnings is hitting home as big-tech takes another hit. So we look at the market action and consider the signals ahead. http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

I caught up with Adam Stokes, for a review of 2022 and into 2023. The Crypto community took a number of body blows in the year, most notably the failure of FTX, against the backcloth of Central Bank Digital Currency pilots and calls for increased regulation. And how does all this play into the need … Continue reading "Crypto: Into 2023 With Adam Stokes… [Podcast]"

This is an edited version of our latest Live show, with Leith van Onselen Chief Economist At Nucleus Wealth, and Founder Contributor to MacroBusiness. Go to the Walk The World Universe at https://walktheworld.com.au/

This is a recording of a recent interview I gave on ABC New Radio, where I discussed the latest IMF report which highlights the risks to the Australian Property market. Australia has one of the most “misaligned” housing and rental markets in the developed world, leading to high priced land and houses. Property prices in … Continue reading "Talking About An Australian Property Price Crash On The Radio! [Podcast]"

This is an edited version of our latest Property Rant, and live Boxing Day show in replay, discussing the latest from the property market and looking ahead to 2023. http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

Investors have dumped equities at a record pace in the days since major central banks signaled, they won’t be deterred in their fight against inflation—a fitting end to the worst year for world stocks since the global financial crisis. Equity funds were hit by outflows of almost $42 billion, the highest ever, in a week … Continue reading "Muddling Through: Market Update For Week To 24th Dec 2022 [Podcast]"

This is an edited version of my recent live discussion with Investment Manager Tony Locantro from Alto Capital in Perth as we reflect on the year that was, and what is coming in 2023. Plenty more Locantro Bingo… We fixed up the audio glitch which was on the live version https://youtu.be/9E4XqabXhzM Go to the Walk … Continue reading "DFA Live Q&A HD Replay: Tony Locantro – Year In Review And Ahead [Podcast]"

We are now in the end game of a massive experiment, which is clearly failing. That experiment, cooked up by central banks, and with support from Government meant that interest rates and mortgage rates dropped, lending criteria loosened, and home prices shot up dramatically. The final phase of the up was through COVID when quantitative … Continue reading "Only Property Price Corrections Can Help Affordability! [Podcast]"

The latest from our property insider Edwin Almeida, as we at the latest from the markets, listings and from China. Things are getting interesting…. https://www.ribbonproperty.com.au/ http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

The latest edition of our finance and property news digest with a distinctively Australian flavour. In this week’s market update we look across the main markets to see what has been happening. Are the markets set for further falls as we approach year’s end? CONTENTS0:00 Start0:15 Introduction1:00 US Macro4:20 US Markets6:45 Oil11:34 Gold12:25 Europe And … Continue reading "This Year The Santa Claus Rally Is On Strike! [Podcast]"