Home builders are falling off the perch at an alarming rate with high rates of insolvency among construction firms, many of whom were homebuilders, to 3,000 in the past year. While many of these were small firms, we are still seeing a spate of larger firms going under. We are encountering more people in our … Continue reading "Broken City!"

This is an edited version of a live discussion with Investment Manager Tony Locantro, as we kick over the current issues facing markets and households. Tony offers several financial services, such as investment management, financial planning, stock selection and fundraising. Tony has helped countless investors and organisations with strategic investment strategies over the last two … Continue reading "DFA Live Q&A HD Replay: Tony Locantro: In A Time Of Financial Crisis"

In this weeks edition property insider Edwin Almeida looks around Albo’s investment property which is on the market to highlight some important issues around building inspections, plus we discuss the Misinformation Bill while we still can and also look at a horrid case of underquoting. Truth is, whether you are a vendor looking to sell, … Continue reading "Its Edwin’s Monday Evening Property Rant! – An Albo Special!"

One of the factors I see in my household surveys is wealth transfer from one generation to another, stoked by the paper wealth created by the massive upswing in home prices. We see more first-time buyers being assisted by the Bank of Grandparents, alongside the Bank of Mum and Dad. This means there is a … Continue reading "Look Who’s Wealthy Now!"

This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia, whilst covering commodities and crypto on the way. I do this to keep track of what is going on in today’s complex markets, so expect lots of data not superficial waffle. You have been … Continue reading "Will The FED Stoke Inflation And Drive An Even Greater Wedge Between Rich And Poor?"

The mythology that home prices always rise has been busted before, because the high-level indices which are the fixation of the media, ignore the real variations, at a granular level. The latest data from Corelogic shows that at the aggregate level there were small falls in Canberra, Darwin, Hobart, and Melbourne, while there were stronger … Continue reading "Listen, You Can Hear Home Prices Falling!"

Well now we have next bit of the controlling infrastructure being put in place to control free speech, and perhaps even what we think! The Orwellian nightmare with severe consequences for freedom of expression is being rolled out for all to see. I have already talked about the dystopian future being drip fed on society, … Continue reading "Controlled! Shut Up, Say Nothing: Obey…."

On Wednesday the BLS released the latest US inflation data and top line, it appears the post-pandemic spike in U.S. inflation eased further last month as year-over-year price increases reached a three-year low. However, while the spike in goods, food and energy prices is over, services inflation remains uncomfortably high. Core prices rose 3.2% in … Continue reading "Latest CPI Data Says Services Inflation Is Still Riling!"

Housing affordability is one of the biggest pressures facing the Australian community and the Government has committed to building 1.2 million new, quote well-located homes across Australia by mid-2029. This is all but impossible, on current trends, and of course housing pressures have been exacerbated by super-high migration. The NSW Productivity and Equality Commission just … Continue reading "Solve The Housing Crisis By Building Smaller, Darker, Higher Homes?"

This is an edited version of a live discussion about the findings from our surveys and models as we look at the latest in mortgage, rental, investor and overall financial stress across Australia. We will have our post code engine online so you can suggest specific post codes to examine. http://www.martinnorth.com/ Go to the Walk … Continue reading "DFA Live Q&A Replay: Stressed: A Deep Dive Into The Latest Household Data"