Digital Finance Analytics (DFA) Blog

The price of Bitcoin and other cryptocurrencies continue to whiplash in response to more news from the While House about the so call Strategic crypto reserve. Trump had vowed to create a strategic Bitcoin reserve on the campaign trail, one of many crypto-related promises that helped fuel a surge in prices up until the day … Continue reading "Less Digital River, More Lipstick On A Pig For Bitcoin Strategic Reserve!"

The DFA surveys have been tracking the rising pressure on households, thanks to rising pressures from costs of living inflation, higher mortgage and rental payments, and static or falling real incomes, which are not expected to catch up with past peaks for years. Our latest release to end February 2025 is out, and I will … Continue reading "Rear View Mirror Still Shows Rising Inequality Across Australia!"

I am pleased to report Edwin is back, for a belated rant on Wednesday this week. We discuss the latest economic update, as the economy continues to be supported by Government spending, the latest moves on home prices, the question of “green” bank loans, and lots more. The tip of the week was especially relevant! … Continue reading "Its Edwin’s Monday (Wednesday) Evening Property Rant!"

This is an edited version of a live discussion with Head of Investments at Walk The World Funds and Nucleus Wealth, Damien Klassen as we consider whether stagflation is a potential outcome from recent policy changes in the US, and how global markets are facing into the greater levels of uncertainty. How do we separate … Continue reading "DFA Live Q&A HD Replay: Investing Now: With Damien Klassen"

In this show I look at the latest home price trends, and other data which is showing the pressure of houses and businesses. Prices may be on the turn, but affordability is still a critical issue. Edwin, our property insider was absent today, hope he will be well enough for a return later in the … Continue reading "A Property Rant (Minus 1)"

In today’s show I want to delve into three important issues, which I do not think the mainstream media gave sufficient weight and consideration to. The first relates to the market interest rate assumptions which drives the RBA models, the second concerns the use of cash and the impending upending of current arrangements in July, … Continue reading "Big Questions About Gold, Cash And Interest Rates!"

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. When UK Prime Minister Harold Macmillan was asked what was the greatest challenge for a statesman, he replied: ‘events, dear boy, events’. This is highly relevant to … Continue reading "Markets Whipsawed By “Events, Dear Boy, Events”"

We look at the weird two-facing issues of credit growth, which is rising faster than inflation, and real disposable income which is still under pressure, and lower than some years ago. It is not expected to recover any time soon. Latest data reinforces the pressure on wages, which means more households are leveraging up, despite … Continue reading "The Australian Wages And Credit Pushmi-Pullyu"

Volatility in crypto has pulled the value of Bitcoin towards $80,000 USD, as the so-called Trump bump continues to fade across markets. With a pro-growth president devoted to deregulation, and bent on asserting US dominance over everyone else, the conventional wisdom was to pile into US assets and crypto, and brace for bond yields and … Continue reading "Bitcoin Hits A Bear Note, So Where Next?"

The less meaningful monthly CPI was released today by the ABS. The headline was that the reported annual CPI was unchanged, while the underlying rose just a tad. But remember this monthly series is only partial, being goods heavy while the services sector is the problem child at the moment, which is why the RBA … Continue reading "RBA In Dilemma Land As CPI Sticks…"