Digital Finance Analytics (DFA) Blog Martin North

This is weekly market update, starting in the US, Europe, then Asia and then the US, as I get my thoughts organised! This week, punctuated by a Wednesday US holiday, saw markets taking a breather following recent volatility and record highs. The Nasdaq had hit record highs on Thursday, boosted by strong gains in tech, … Continue reading "Markets Calm Before The Storm, As The AI Wave Wains?"

As I discussed on my live show, on Tuesday night with Leith van Onselen, the RBA decided to hold the cash rate at 4.35%, but there were signs of a more hawkish tone from the meeting notes, and the subsequent press conference (which I might add is becoming less useful each time thanks to weak … Continue reading "Is A 5% Cash Rate For Australia On The Cards?"

Struggling homeowners are increasingly hitting the pricey reset button on their loans in the hope of dragging down their monthly repayments.It’s adding years to the length of their loans and potentially hundreds of thousands of dollars in interest costs. A recent Finder.com.au survey revealed one in eight mortgage holders polled revealed they had extended their … Continue reading "One In Eight Mortgage Borrowers “Extend And Pretend”!"

Last week, yet another building and construction firm hit the wall, collapsing into liquidation owing $5.7m straddling two different states and territories, leading to a “domino effect” impacting 130 projects and 80 staff members. This is part of the continuing litany of failure, as data from the Australian Securities & Investments Commission (ASIC) shows that … Continue reading "Construction Firms Failures Hit A New Peak: There Will Be Consequences…"

This is an edited version of a live discussion, with Leith van Onselen, Chief Economist at Nucleus Wealth, and co-founder of MacroBusiness. In this show we discussed the recent developments in the housing market, and how economics is playing into the current broken system. Governments are not being transparent about their motives, or their continued … Continue reading "DFA Live Q&A HD Replay: The Housing Poker Game: With Leith van Onselen"

I caught up with accountant, Allan Mason, who was Kerry Packer’s accountant and is the best-selling author of “Tax Secrets of The Rich”. As the tax year looms, its important to take charge of your tax affairs, and we discuss some of the main issues to consider. https://nla.gov.au/nla.obj-3019211844/view Note this is not specific tax advice, … Continue reading "It’s A Taxing Time, But Make Sure You Do It Right! : With Allan Mason"