Digital Finance Analytics (DFA) Blog
"Intelligent Insight"
This is an edited version of a live discussion, as we looked at the latest data on mortgage and rental stress, and many other metrics from our models, which gives us a view of how households are really travelling in this higher for longer rate environment, and in the light of the RBA’s rate decision.
Go to the Walk The World Universe at https://walktheworld.com.au/
https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ for our One to One Service.
This is an edited version of a live discussion, with Robbie Barwick from the Australian Citizens Party as we look at the latest in the war on cash, and the current claims we are in a “pre-war” environment more generally. What, or who is driving the narrative and what does this say about our economic and social freedoms, and the way politics is played?
Go to the Walk The World Universe at https://walktheworld.com.au/
https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ for our One to One Service.
This is an edited version of a live discussion, with Robbie Barwick from the Australian Citizens Party as we look at the latest in the war on cash, and the current claims we are in a “pre-war” environment more generally. What, or who is driving the narrative and what does this say about our economic and social freedoms, and the way politics is played?
Go to the Walk The World Universe at https://walktheworld.com.au/
https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ for our One to One Service.
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 its historical correlation with price surges. But Bitcoin remains trapped within the consolidation phase that began in March. If a fresh wave of selling erupts due to global events, the critical support at $60,000 will be in focus.
Since last summer, Bitcoin has been heavily influenced by ETF inflows. Investors have placed more than $US12 billion into cryptocurrency exchange-traded funds listed in the United States in the last month alone. Initially, spot Bitcoin ETF anticipation drove the price. Later, the launch of such ETFs accelerated institutional buying, propelling Bitcoin to pre-halving highs. With institutions now holding a significant amount of Bitcoin, any slowdown in ETF sales could delay the halving’s positive impact.
The halving last weekend marked the fourth event of its kind since the first bitcoin was produced on January 3, 2009. Following the halving, the number of bitcoin being “minted” globally each day will drop from around 900 to 450. The price of bitcoin has generally risen after each previous halving event.
Despite tracking sideways for much of the last month, the price of the cryptocurrency is still up more than 50 per cent since the start of the year. That compares to a 5.6 per cent return from the S&P 500 index and -0.1 per cent return from the ASX 200 since January 1.
https://www.youtube.com/@adamstokes
Go to the Walk The World Universe at https://walktheworld.com.au/
https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ for our One to One Service.
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 its historical correlation with price surges. But Bitcoin remains trapped within the consolidation phase that began in March. If a fresh wave of selling erupts due to global events, the critical support at $60,000 will be in focus.
Since last summer, Bitcoin has been heavily influenced by ETF inflows. Investors have placed more than $US12 billion into cryptocurrency exchange-traded funds listed in the United States in the last month alone. Initially, spot Bitcoin ETF anticipation drove the price. Later, the launch of such ETFs accelerated institutional buying, propelling Bitcoin to pre-halving highs. With institutions now holding a significant amount of Bitcoin, any slowdown in ETF sales could delay the halving’s positive impact.
The halving last weekend marked the fourth event of its kind since the first bitcoin was produced on January 3, 2009. Following the halving, the number of bitcoin being “minted” globally each day will drop from around 900 to 450. The price of bitcoin has generally risen after each previous halving event.
Despite tracking sideways for much of the last month, the price of the cryptocurrency is still up more than 50 per cent since the start of the year. That compares to a 5.6 per cent return from the S&P 500 index and -0.1 per cent return from the ASX 200 since January 1.
https://www.youtube.com/@adamstokes
Go to the Walk The World Universe at https://walktheworld.com.au/
https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ for our One to One Service.
This is an edited version of my latest live discussion, with Leith van Onselen, Chief Economist at Nucleus Wealth, and Co-Founder of Macrobusiness.
We will dive into the latest in property, economics and politics, to try and make sense of what is happening. What’s the future trajectory of the markets? How will Albo’s announcables play in? What will happen to migration? And can we learn from what is happening in New Zealand?
Go to the Walk The World Universe at https://walktheworld.com.au/
https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ for our One to One Service.
Please consider supporting our work via Patreon: https://www.patreon.com/DigitalFinanceAnalytics
This is an edited version of my latest live discussion, with Leith van Onselen, Chief Economist at Nucleus Wealth, and Co-Founder of Macrobusiness.
We will dive into the latest in property, economics and politics, to try and make sense of what is happening. What’s the future trajectory of the markets? How will Albo’s announcables play in? What will happen to migration? And can we learn from what is happening in New Zealand?
Go to the Walk The World Universe at https://walktheworld.com.au/
This is an edited version of a live discussion, as we look at the post code detail from our recent surveys, as the third part in our latest series.
See the basis of our analysis here: So Who Is Really Feeling The Pinch? https://youtu.be/xvE-jPsGQUk
See the mapping of our data here: Mapping The Pinch: Where Households Are Hurting The Most… https://youtu.be/Y-xycboQ1j4
Go to the Walk The World Universe at https://walktheworld.com.au/
https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ for our One to One Service.
This is an edited version of a live discussion, as we look at the post code detail from our recent surveys, as the third part in our latest series.
See the basis of our analysis here: So Who Is Really Feeling The Pinch? https://youtu.be/xvE-jPsGQUk
See the mapping of our data here: Mapping The Pinch: Where Households Are Hurting The Most… https://youtu.be/Y-xycboQ1j4
Go to the Walk The World Universe at https://walktheworld.com.au/
https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ for our One to One Service.
This is an edited version of a live discussion with Head of Investments at Walk The World Funds and Nucleus Wealth, Damien Klassen for our regular monthly look at what is going on across the markets, as many are reaching new highs, even as company returns are in question, and inflation is looking more sticky. Is a stock correction likely, and what does all this means for bonds and other asset classes?
Go to the Walk The World Universe at https://walktheworld.com.au/
