30 episodes
Digital Finance Analytics (DFA) Blog Martin North
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- Business
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4.7 • 89 Ratings
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We discuss the latest finance and digital business news, with a distinctively Australian flavour
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Does “Burnout Economics” Equal Stagflation? With Tarric Brooker...
Journalist Tarric Brooker and I discuss the latest data, as inflation reasserts itself, and higher for longer seems the play. We discuss the consequences for Australian households, and delve into the charts to understand what is really going on. Here is the link to Tarric’s slides:https://avidcom.substack.com/p/dfa-chart-pack-26th-april-2024 Here is the link to the recent discussion with … Continue reading "Does “Burnout Economics” Equal Stagflation? With Tarric Brooker…"
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Looking Past Hopium Towards Real Numbers...
The value of stocks are driven partly by momentum, through perhaps we should really call this hopium, as its really investors betting with their gut, and the cold hard realities of financial results. Markets have been leveraged higher by rate cut expectations and the prospects of AI. But when the numbers come in at results … Continue reading "Looking Past Hopium Towards Real Numbers…"
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The Crippling Highrise Disaster Continues…
The truth is that recent high rise construction in many Australian cities, are riddled with defects, and someone needs to pay for rectification. This surge in high-rise apartment construction happened as building certification was privatised, costs cut and poorly trained workers employed. As a result, we have a litany of increased building flaws and quality … Continue reading "The Crippling Highrise Disaster Continues…"
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More Inflation Shenanigans: Will The Next Rate Move Be Up, Not Down?
Rate cuts anytime this year in Australia, are now hanging by a thread, given the latest inflation data came in hotter than expected, despite the annual rate falling thanks to base effects from months ago, and some changes in the weightings. The upside surprise came via a smaller than expected fall in utilities, but stronger … Continue reading "More Inflation Shenanigans: Will The Next Rate Move Be Up, Not Down?"
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DFA Live Q&A HD Replay: After The Halving: With Adam Stokes
This is an edited version of a live discussion, Adam Stokes, a crypto advocate in which we discussed the recent halving, and what may happen next. Last weekend marked the highly anticipated Bitcoin halving event, which reduces the supply of new coins. While the short-term impact may be muted, long-term investors remain optimistic due to … Continue reading "DFA Live Q&A HD Replay: After The Halving: With Adam Stokes"
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Its Edwin's Monday Evening Property Rant!
Once again, our Monday evening chat with property insider Edwin Almeida pulls apart the rubbish being spoken though official channels and gets to the heart of the issues facing property buyers, especially first time buyers. You could not make this stuff up!!! Apologies for glitches on the audio tonight, the connection to Edwin was steam … Continue reading "Its Edwin’s Monday Evening Property Rant!"
Customer Reviews
Great insight
Amazing insight, suggest joining patreon page and contributing to allow these people to keep informing the general public in simple, easy to understand ways. Patreon.com/digitalfinanceanalytics
Very negative
Lots of doom and gloom with the best of intentions.
Curious listener
I started listening to Martin when his data started to get mainstream airtime and his property crash predictions got him even further air time. That was about 5 years ago. Over this time he had made two big predictions of up to 40% price corrections on the back of his data. Both have come to nothing and in fact prices have grown substantially since this time.
For the record there is no problem in making predictions based on mortgage stress, but given it clearly hasn’t resulted in any significant downside risk, as any good analysts should, they need to reassess their data or potentially draw a different conclusion.
You see the risk here is that some people could believe such ‘headline’ grabbing predictions and act accordingly-so anyone who sold on the advice is now significantly worse off by hundreds of thousands of dollars and potentially not able to get back in to the property market, causing even more financial pain. (The ABC has a similar poor track record of claiming pending doom, on the back of such data and reports released by Martin.)
Fast forward to today and the tone remains one of sunk costs bias and guest with a left political agenda or more excuses as to why the predictions weren’t wrong, because they didn’t factor in any alternative variables, such as government support. That should be considered in any market where so much is at stake economically.
I’ll keep checking in on this podcast from time to time, because as an investor one should never get complacent and one should continue to listen to alternative views, but vet such claims against other data both current and historical.
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