Digital Finance Analytics (DFA) Blog

My Saturday show highlighted the start of the rotation from tech stocks to the broader market, as exemplified in the trends in the NASDAQ and the Small Caps 2000. This trend has continued, and on Wednesday it went into overdrive as the world’s largest technology companies got hammered as concern about tighter US restrictions on … Continue reading "Rotation To A “Tech-Wreck” Replay?"

Households will see Inflation around for much longer than expected and while the pressure on households continue to build, so does distrust across the economy in Australia, according to data from the IMF and a special Roy Morgan End of Financial Year webinar. Despite the better-than-expected US inflation figures, the International Monetary Fund in its … Continue reading "Corporates Gouge, While IMF Warns The Inflation Squeeze Will Be On For Longer Than Expected!"

This is an edited version of a live discussion with Investment Manager Tony Locantro, from Perth. 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 decades. His understanding of market psychology has ensured valued … Continue reading "DFA Live Q&A Replay: Tony Locantro: The Everywhere And Everything Bubble!"

A big show this week, as Edwin and I consider how international events impact local markets, distressed sales especially from investors rise, and more builders collapse as markets might be taking a breather. http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/ Today’s post is brought to you by Ribbon Property Consultants.

Latest data from REINZ shows further momentum falls across property sales and prices in New Zealand, as the higher rates continue to squeeze households and dampen the markets. Prices are now 16% below past peaks. https://www.reinz.co.nz/Web/Web/News/News-Articles/Market-updates/REINZ-June-2024-data-property-market-a-little-chilly-amid-economic-challenges.aspx http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

Back in 2021 the Census revealed a shocking “one million homes were unoccupied”. But now we have a new survey from economic research organisation Prosper Australia, looking at empty homes in Melbourne from 2019 to 2023. The report SPECULATIVE VACANCIES 11 makes the point that while around 30,000 people in Victoria have no home, it … Continue reading "The Shame Of Vacant Property In A Time Of Homelessness!"

This is our weekly market update, starting in the US, then Europe, Asia and Australia and covering commodities and crypto. This week, hopes of US interest rate cuts before the end of the year rose after data this week showed that inflation was cooling faster than expected, has muddied the waters, though all three US … Continue reading "Markets Reach For The Stars, Even As A Nascent Turn Is Under Way!"

Here we go again, as inflation, which had been falling last year, but rising in the first part of 2024, now appears to be easing again, so markets who at the start of the year saw 6 rate cuts, then trimmed them to none, and possibly a rise, are now again betting on multiple cuts … Continue reading "US Markets Swing Towards Rate Cuts As Inflation Eases…"

Continuing my occasional series with George, where we go deep into tin-foil hat territory, we chat about democracy, and power, and how corporations interact with Governments and international non-governmental organisations, like the UN and WEF, and how this impinges on our lives. Who are politicians working for really? http://www.martinnorth.com/ Go to the Walk The World … Continue reading "Down The Rabbit Hole (Once Again): A World Corporate Monopoly!"

When I landed in Australia in 1995, I was immediately struck by the concept of a “fair-go” being right at the heart of the Australian psyche. But more recently it appeared to me that this was becoming something of a myth, as inequality and poverty started to expand and impinge on people who previously were … Continue reading "Is The Australian “Fair Go” Broken?"