Category: Wealth Management

A Week Is A Long Time In These Crazy Markets!

This last week could be one that many investors will want to forget, stocks, commodities, currencies, inflation, and the impact the Omicron variant are all in play. Importantly the yield curve is flattening, signalling an increased level of uncertainty, and as we will see, the future could be inflationary, deflationary, or just a muddle ahead.

Then US stocks fell sharply after the November jobs report missed expectations and as more cases of omicron were detected across the globe. The US economy added just 210,000 new jobs last month, well below economists’ expectations for 550,000 new jobs. That was its smallest gain this year…

The latest edition of our finance and property news digest with a distinctively Australian flavour.

Go to the Walk The World Universe at https://walktheworld.com.au/

Corrections, Rates, Steel And Risk: The DFA Daily 3rd Dec 2021

In today’s show we discuss the likelihood of a real market correction, the signs are not good; why monetary policy needs to be tightened, how China is cutting Australia’s steel throat, and risk in the banking system. Four big, but connected themes.

Go to the Walk The World Universe at https://walktheworld.com.au/

Today’s post is brought to you by Ribbon Property Consultants.

If you are buying your home in Sydney’s contentious market, you do not need to stand alone. This is the time you need to have Edwin from Ribbon Property Consultants standing along side you.

Buying property, is both challenging and adversarial. The vendor has a professional on their side.

Emotions run high – price discovery and price transparency are hard to find – then there is the wasted time and financial investment you make.

Edwin understands your needs. So why not engage a licensed professional to stand alongside you. With RPC you know you have: experience, knowledge, and master negotiators, looking after your best interest.

Shoot Ribbon an email on info@ribbonproperty.com.au & use promo code: DFA-WTW/MARTIN to receive your 10% DISCOUNT OFFER.

You Are At Financial Risk Unless This Is Fixed….

At least 200,000 Australians have lost money thanks to inadequate regulation by APRA, worth at least $40 billion dollars. I am joined by Robbie Barwick from the CItizens Party as we explore this unfortunate but engineered situation, which has enabled the Government to look away, and ASIC claim it is not their problem , when it is clearly is.

As a result, it is likely more people will experience further losses, not because of adverse market movements, but because of poor or non-existent regulation. This has to change, and the current inquiry is a mechanism to achieve this….

https://www.theregional.com.au/post/what-anyone-making-a-submission-to-australia-s-latest-regional-banking-inquiry-should-know-first

Background Briefing on Nicholas Moore and Macquarie Bank:

https://www.abc.net.au/radionational/programs/backgroundbriefing/biggest-finance-scandal-macquarie-bank-cum-ex/13648602

ABC 730 Should ASIC have acted sooner to protect victims of collapsed housing scheme?

https://www.abc.net.au/7.30/should-asic-have-acted-sooner-to-protect-victims/13655976

CSLR inquiry:

https://www.aph.gov.au/Parliamentary_Business/Committees/Senate/Economics/CompSchemeLastResort

Citizens Party release:

Call to all financial victims: join the fight to make the bankers and their protectors pay!

https://citizensparty.org.au/media-releases/call-all-financial-victims-join-fight-make-bankers-and-their-protectors-pay

Interview with Peter Johnston:

CITIZENS INSIGHT – Nobody is safe in the financial system unless the Government rights this wrong!

Regional Banking Taskforce

https://treasury.gov.au/consultation/c2021-222961

Go to the Walk The World Universe at https://walktheworld.com.au/

The Alarm Bells Are Ringing: With Tarric Brooker

My latest Friday afternoon chat with journalist Tarric Brooker covers monetary policy, inflation, politics, and of course his famous slides! You can find him at @AvidCommentator on Twitter.

Go to the Walk The World Universe at https://walktheworld.com.au/

Boom Times Maybe, But We’ll Feel The Squeeze: Market Update 6th Nov 2021

The latest edition of our finance and property news digest with a distinctively Australian flavour.

In today’s show we review the weeks action on the markets, as stock reach new highs in the light of dovish comments from several central banks, which took some of the tops off bonds, and cast inflation fears in a fresh light, despite the fact that the costs of many things are rising due to the supply chain issues.

The major US indices ended the week at record highs Friday as a better-than-expected monthly jobs report and positive Covid-19 treatment news triggered a sea of green across Wall Street.

CONTENTS
0:00 Start
0:18 Introduction
2:00 US and Labor Data
7:00 Europe
9:56 Asia
10:37 Australia
17:05 RBA Statement On Monetary Policy
19:35 Crypo ETF
22:06 New York Crypto Hub?
24:30 Brazil Crypto Motion
26:20 Latest Prices
28:38 Summary and Close

Go to the Walk The World Universe at https://walktheworld.com.au/

The Halloween Trick or Treat: Market Update 30th October 2021

Well, the interesting times continued this week, with US markets strong to the end of October, on strong results, despite some wobbles from big tech, and despite more weak economic news. And here, the lack of moves by the RBA on Friday implies that its Yield Curve Control – at least on the short end – is now over. Worth noting, they owns 64% of the April 2024 bond. In fact, the RBA might drop or amend its yield target for the as early as Tuesday’s meeting – but I suspect they will wait.

The latest edition of our finance and property news digest with a distinctively Australian flavour.

CONTENTS

00:00 Start
00:18 Introduction
01:48 Inflation Risks
02:30 US Market Review
06:25 Oil
08:40 Gold Still Hobbled
11:33 US GDP and Economic Data
12:15 ECB Sees Inflation
20:40 China Evergrande Pays More Interest
24:20 Coal Futures And China
26:11 Japan Slowing
27:45 Australian Market
31:00 RBA Loses Control
34:00 Crypto – Whales Supply Shock
36:38 Conclusion and Close

Go to the Walk The World Universe at https://walktheworld.com.au/

FINAL REMINDER: DFA Live 8PM Sydney Tonight: Damien Klassen – Investing Now…

Join us for a live Q&A as I discuss the latest from the investment market with Damien Klassen Head of Investments from Walk The World Fund and Nucleus Wealth. Is the outlook inflationary or deflationary? Are rates set to rise and will markets correct or charge higher? https://nucleuswealth.com/

You can ask a question live via the YouTube chat.

FOMO V Inflation V Evergrande: Market Update 23 Oct 2021

In today’s show we look at the market action this week, as the tensions between strong if patchy corporate results, on one hand, while inflation risks and contagion risks from the China property sector are pulling the other way.

China Evergrande Group pulled back from the brink of default by paying a bond coupon before Saturday’s deadline, giving the property giant at least another week to come to grips with a debt crisis that has rattled investor confidence in the world’s second-largest economy.

But Investors are increasingly concerned higher cost pressures and global supply-chain bottlenecks will push the Fed to raise interest rates faster than expected. Yet a relatively solid start to the earnings season offset those fears with the benchmark S&P 500 topping a record on Thursday.

Then US equities fell on Friday in New York after the chairman of the Federal Reserve signalled some concern about inflation.

The latest edition of our finance and property news digest with a distinctively Australian flavour.

CONTENTS

0:00 Start
00:19 Introduction
01:15 US Markets
02:05 Powell Time To Taper…
03:05 Snap and Tech falls
04:30 GDP Falling
07:00 Inflation Expectations
08:00 Yields
08:45 Financials Up
10:00 Crude prices and supply
10:55 Europe
12:20 Evergrande Update
19:20 Asian Markets
19:50 Australian Markets
20:20 RBA Vs Markets
22:34 Market movements
25:13 Bitcoin, ATMs, Futures,
28:30 Summary and Close

Go to the Walk The World Universe at https://walktheworld.com.au/

The Meaning Behind The Numbers: The DFA Daily 4th Oct 2021

In today’s show we look at the latest new lending data (hint falling) and mortgage deferrals (up), updated employment data, Melbourne passes an unfortunate milestone, investors get twitchy, and we learn how the ultra-rich manage their affairs, to our detriment.

The latest edition of our finance and property news digest with a distinctively Australian flavour.

Today’s post is brought to you by Ribbon Property Consultants.

If you are buying your home in Sydney’s contentious market, you do not need to stand alone. This is the time you need to have Edwin from Ribbon Property Consultants standing along side you.

Buying property, is both challenging and adversarial. The vendor has a professional on their side.

Emotions run high – price discovery and price transparency are hard to find – then there is the wasted time and financial investment you make.

Edwin understands your needs. So why not engage a licensed professional to stand alongside you. With RPC you know you have: experience, knowledge, and master negotiators, looking after your best interest.

Shoot Ribbon an email on info@ribbonproperty.com.au & use promo code: DFA-WTW/MARTIN to receive your 10% DISCOUNT OFFER.

Go to the Walk The World Universe at https://walktheworld.com.au/

Messages To My Younger Investing Self…

This is a discussion featuring no less than three younger investors, as we explore inter-generational financial matters, learning about finance and importantly, lessons they have learnt now, which would have been great to know earlier in life.

I wanted to make this show because I often get asked to step through some of the basics of finance for less experienced folks , and this proved to be a powerful way to start that discussion. There will be some follow-up episodes in this series, covering topics such as asset allocation, and trading. Caveat Emptor! Note: this is NOT financial or property advice!!

Go to the Walk The World Universe at https://walktheworld.com.au/

The Walk The World Funds are powered by Nucleus Wealth. https://nucleuswealth.com/