Digital Finance Analytics (DFA) Blog

More from our property insider as Edwin and I look at the high-rise push, and consider the consequences, touch on the stranded properties still on the market, and discussion the latest misdirection from the Government. http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our … Continue reading "Its Edwin’s Monday Evening Property Rant!"

The unelected, neo-liberal biased International Monetary Fund, one among many technocrat groups which try to impose top-down advice based on their underlying philosophy, recently released their latest advice relating to Australia. Their concluding Statement describes the preliminary findings of IMF staff at the end of an official staff visit (or ‘mission’), in most cases to … Continue reading "Who’s Telling Porkies Now?"

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. To remind our loyal viewer, this is a data rich show, as I get the weeks developments into perspective. Market trends are rarely linear for long, they … Continue reading "Walking The Uncertainty Tightrope Towards Who Knows What Next!"

The ABS released their monthly lending indicators for September today, and it showed a strong uptick in new mortgage loans, in contrast to poor household spending trends and confidence overall, though as we will see there are questions about this dataset too. Significantly, we also note the ABS is about to terminate its monthly reporting … Continue reading "Home Lending Booms: But What Have They Got To Hide?"

Are property markets morphing into buyers markets and vendor dropping their asking prices? Well, according to recent news corp articles, home seekers are bagging properties for an average of up to 15% below the list price in pockets of Sydney. Vendor discounting tends to reflect price growth recorded a few months ago, rather than signalling … Continue reading "Don’t Be Misled By Vendor Discounting!"

Compared to the weak RBA rate of 4.35%, the Reserve Bank of New Zealand, lifted earlier and higher, and has begun to cut rates as the New Zealand economy slipped into recession. Next week we will get the next RBNZ rate decision, and a new survey has show that although New Zealand business sentiment is … Continue reading "Will Kiwis Say “Hello” To Deflation?"

This is an edited version of a live discussion with Damien Klassen, Head of Investments at Nucleus Wealth and Walk The World Funds. Given the strength of the markets in recent days, and the China stimulus programme, what’s ahead, and how should you position given the level of volatility and uncertainty out there? http://www.martinnorth.com/ Go … Continue reading "DFA Live Q&A HD Replay: Investing Now: With Damien Klassen"

The latest news from our Property Insider Edwin Almeida, as we look at the latest moves from Government (including erecting statues!!) news from China, and the latest data. Things continue to show a gap between strategy and reality, as negative gearing questions emerge again! http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/ Find … Continue reading "Its Edwin’s Monday Evening Property Rant!"

This is an edited version of a post John Adams and I made on In The Interests Of The People, doing a deep dive into the arguments around the proposed Combatting Misinformation and Disinformation) Bill 2024 which on the 19 September 2024, the Senate referred to the Environment and Communications Legislation Committee for report by … Continue reading "There Is NO BASIS For This “MAD” Legislation!"

This is our weekly market update where we review the market action starting in the US, then Europe, Asia, and Australia and also cover commodities and crypto along the way. This is a data packed segment, so be warned! This week markets drove higher, pretty much across the board, thanks to the fall out from … Continue reading "Stars Align To Create A Bubble Dream; But Is A Nightmare Around The Corner?"