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…”
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…”
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…”
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…”
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…”
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…”
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?”
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?”
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”
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”
