My Top DFA Shows Of 2023!

Well, the numbers are now in so today I am going to review the performance of our channel over the last year, and specifically highlight the top 10 most watched shows.

I want to thank you for being part of the DFA community, watching our shows, and supporting us by subscribing, liking the shows, and sharing them widely. Its greatly appreciated and I want to celebrate the momentum we created together. Especially around some of our campaigns, most notably addressing the issue of bank branch closures and the need to be able to access cash.

None of these top ten were my live shows, which generally run each Tuesday evening. Generally live events tend to do less well on YT compared with recorded shows. But the great positive of live is the audience participation, which is key to building and nourishing the community. So a quick word of thanks, to all those who turn out regularly to support our live events.

And if you stand back, its clear that housing related shows rate well, as do the regular chats with Tarric and his slides, and some of the more philosophical shows such as Down the Rabbit Hole and the BRICS discussion, also did well.

If you have specific subjects you would like me to cover, or guest suggestions, drop them in the chat!

http://www.martinnorth.com/

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

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
My Top DFA Shows Of 2023!
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Its Edwin’s Monday Evening Property Rant!

More from our Property Insider Edwin Almeida, as we make our predictions for 2024 and discuss the latest property trends.

http://www.martinnorth.com/

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

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

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Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
Its Edwin's Monday Evening Property Rant!
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Happy New Year 2024!

Wishing all our followers and supporters a happy 2024. We will be back with daily shows on finance and property, and we briefly touch on some of the items on our new year agenda.

http://www.martinnorth.com/

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

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
Happy New Year 2024!
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Five Reasons Why Home Prices Will Fall in 2024!

In this show, we examine the main reasons why it is likely property prices will fall next year – this is a counterpoint to my earlier show which went through the Five reasons why they will rise – as trotted out by the property spruikers.

In summary, the risks from higher unemployment or a recession, the exit of property investors, higher delinquency and defaults, higher mortgage rates for longer, and dire housing affordability are all reasons why prices could fall in 2024.

And let’s be clear, the great Australian dream of owning a home is now totally out of reach, and many who were pulled into the market in recent years are in strife, to the point where rental costs have gone though the roof, and tent cities are becoming a thing. The very soul of Australia is decaying, unfortunately, that is unless you are fortunate enough to have family wealth or an existing property portfolio, which could now potentially fall in value.

Of course, the actual trajectory of home prices will vary across states, locations and types of property, and averages mask important differences. Which is why in our modelling we go granular – to a post code level, and also consider various scenarios based of the relative weightings of the positive drivers to prices we discussed yesterday, and the downward drivers we looked at today. So the answer is: it depends.

http://www.martinnorth.com/

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

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

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
Five Reasons Why Home Prices Will Fall in 2024!
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Five Reasons Why Home Prices Will Rise In 2024!

In this show, I will explore 5 reasons why home prices in Australia could rise in 2024.

If you take, low supply, high demand, easing lending, Government support and RBA/APRA stability concerns, the potential for home prices, especially houses to rise in 2024 seems pretty strong.

But in my next show, I will look at the arguments on the other side of the coin, because as you may have guessed, there are also a series of coherent arguments as to why prices might go sideways or fall!

http://www.martinnorth.com/

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

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

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
Five Reasons Why Home Prices Will Rise In 2024!
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Construction Firms Are Failing Faster Than Ever!

News.com.au reported that a staggering 2,349 construction firms have collapsed in the past year – with fears more may fall soon.

A “perfect storm” of high interest rates, soaring material costs and an ongoing worker shortage across the Aussie industry have sent tradies into freefall.

Insolvencies in the construction industry have reached an annual record this year, according to fresh data published by the corporate regulator ASIC.
The September quarter was the worst for the industry in 2023, where 785 construction businesses traded as insolvent. Just this month four building companies went bust in the first three days of the month.

And amid a chronic shortage of housing fuelled by Australia’s record overseas migration intake, the collapse of builders, contractors and subcontractors will not only have an immediate impact but could crimp future supply of new homes.

We look in more detail at the numbers…

http://www.martinnorth.com/

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

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

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
Construction Firms Are Failing Faster Than Ever!
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DFA Live Q&A HD Replay: Its Tony Locantro’s Christmas Cracker…

This is an edited version of a live Christmas discussion with Investment Manager Tony Locantro, as we reflect on the markets over the past year, and look ahead into 2024.

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

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
DFA Live Q&A HD Replay: Its Tony Locantro's Christmas Cracker...
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A Death, A Legacy And A Quest…

On the 23rd December 2021 Gill, my wife of 28 years died as a result of exposure to Asbestos and the cruel disease of mesothelioma.

There are articles in a number of places, including The Daily Mail, about her story:

https://www.dailymail.co.uk/news/article-10341353/Husbands-farewell-Gillian-North-warned-home-renovators-died-asbestos-related-cancer.html

And her story is also told on the video I made, incorporating A Current Affair footage back in 2021.

In memory of her we continue to run Asbestos Awareness Australia, a charity Gill launched before her death, to help to raise awareness in the community of the scourge of asbestos, which still remains in about one home in three.

It kills several thousand people each year and around 800 of which are from mesothelioma in Australia. In 2022, it is estimated that there were 761 deaths from mesothelioma in Australia.

So, the legacy of Gills death is our commitment to continue to raise awareness of this pernicious product, continue to lobby Government for better reforms – Gill published a series of research papers on just this point – available from the Asbestos Awareness Australia web site, and the Quest is to ensure that ordinary Australians are better aware of the risks stemming from Asbestos.

And while its good to know that engineered stone, which has caused problems for those working in that industry is to be banned, Asbestos is the elephant in the room still killing thousands each year, and it’s in one third of homes across the country. And no, it is not just multiple exposures, one exposure to a few fibres is sufficient, and even undisturbed asbestos continues to deteriorate over time, so there is no such thing as safe asbestos if its left in situ. And it can take years for the disease to show.

Think Asbestos!

http://www.martinnorth.com/

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

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
A Death, A Legacy And A Quest...
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A Year Of Contradictions: With Tarric Brooker…

In our final Friday afternoon chat, for the year Journalist Tarric Brooker and I look back at 2023, with all its ups and downs, and consider the year ahead, which Schrödinger’s cat like could go down quite different paths.

And we look at the most burning question: When Could Australian Interest Rates Be Cut?

Tarric’s slides and articles is here: https://avidcom.substack.com/p/the-most-burning-question-answered.

Thanks to all those who follow and subscribe, and please like and share the show. We will be back in 2024 for more charts and chat.

http://www.martinnorth.com/

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

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
A Year Of Contradictions: With Tarric Brooker...
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Kiwi’s More Bullish On Home Prices, Despite…

Despite the recent recessionary news from New Zealand, low consumer confidence and high interest rates with floating rates around 8.63%, the latest ASB Housing Confidence survey shows that “for the first time in eighteen months, more New Zealanders expect house prices to increase than decrease”. Aucklanders continue to be the most bullish in their house price expectations with a net 39% anticipating prices will rise.

They say more bullish housing market sentiment is very much a New Zealand-wide story. All of the regions we survey are anticipating prices will rise by a net margin of 30-40%. While the housing demand/supply balance varies from region to region, other factors are likely to be driving prices higher – the likelihood mortgage rates are close to peaking and the prospect of a more stimulatory government policy regime – are national in scope.

They conclude, “With recent data generally showing prices no longer falling, Kiwis tend to think the housing market has reached a turning point” Despite this, There’s been little change in the net balance of Kiwis who think now is a good time to buy a house, with that figure unchanged at 6%. Still, that’s a far cry from the mood of the market over much of last year, where by a 20-30% margin, respondents felt it was a bad time to buy.

But the key to this expectation is the high migration flows.

http://www.martinnorth.com/

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

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

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
Kiwi’s More Bullish On Home Prices, Despite...
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