Digital Finance Analytics (DFA) Blog
"Intelligent Insight"
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/
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/
This is an edited edition of our latest live Q&A as I discuss the latest issues in the Financial Markets and other asset classes.
CONTENT
0:00 Start
0:17 Introduction
3:49 Economic Update
6:38 Real unemployment
12:33 Payroll Down
18:33 The FED Is Already Squeezing
27:00 Market Update
30:35 How US Markets Hit Our Markets
42:21 First Home Buyer Deposits
53:00 NSW Stamp Duty Changes
54:47 Household Affordability
58:00 Property Listings
1:03:00 Rate Rises?
1:05:00 SMEs
1:08:48 Hedge Funds Buying Up Property
1:11:00 After A Crash
1:16:00 Under-performing Super
1:18:17 Precious Metals
1:20:00 Central Banks Inflation
1:22:00 Good Hedges
1:25:00 Risks And Can You Escape Them?
1:28:00 Going To Cash
1:30:30 Conclusions And Close
Note that Tony Locantro had to withdraw due to family issues which needed his attention.
The original stream with live chat is available at: https://youtu.be/qr5Mp7_JgfY
Go to the Walk The World Universe at https://walktheworld.com.au/
Tim Fuller, the Head of Advice At The Walk The World Fund, and Nucleus Wealth, discusses how to chart out lifestyle goals, with a view to a secure retirement. There is good news, and not so good news!
This is the third in his series on the “L’s” of Financial Planning.
Go to the Walk The World Universe at https://walktheworld.com.au/
A written version is available at: https://nucleuswealth.com/articles/lifestyling-for-a-successful-retirement/
Investment Manager Tony Locantro shares his views on the market, and how we need to prepare for the downturn. He has called the top!
https://www.altocapital.com.au/the-alto-team
Go to the Walk The World Universe at https://walktheworld.com.au/
Tim Fuller, Head of Advice at Nucleus Wealth and I discuss the question of fees relating to financial advice, touching on the various structures and the evolution of the market.
Go to the Walk The World Universe at https://walktheworld.com.au/
Tim Fuller, Head of Advice at Nucleus Wealth and I discuss the whole question of Financial Advice, in the context of emerging regulation and digital migration.
Go to the Walk The World Universe at https://walktheworld.com.au/
This is an edited version of our latest live show, where I discussed the latest market moves with Investment Manager Tony Locantro from Alto Capital. https://walktheworld.com.au/
Original live stream is at: https://youtu.be/ey2rze4kHeA
Go to the Walk The World Universe at https://walktheworld.com.au/
CONTENTS
0:00 Introduction
2:06 Tony Joins
6:06 Tony’s Presentation
38:46 How Stock Markets Work?
42:08 Perth Property
50:40 Price Rises Or Falls?
55:54 Future For Zinc And Cobalt?
59:56 Portfolio Construction
1:07:53 First Home Buyer Dilemma
1:13:25 Bitcoin
1:18:25 Perth Mint And Special Coins – Gold
1:22:00 Food Commodities
1:23:35 End Of March Deadlines
1:26:25 Outlook
1:29:24 Close
Join us for a live Q&A as I discuss the latest market moves with Damien Klassen Head of Investment at Nucleus Wealth.
CONTENTS
0:00 Start
0:18 Introduction
2:31 Damien’s Introduction
4:06 Central Banks Forcing Risks
4:45 Averaging or Not?
11:25 Bitcoin
28:00 CBDC
32:45 US 10 Year Bond
38:17 US Dollar Index
44:10 Aussie Dollar
45:00 Iron Ore
53:35 Forward Profit Estimates
56:00 Inequality
1:01:30 Flash Crash?
1:07:00 Inflation Is Higher?
1:10:00 Banks Are Subsidised
1:13:45 Shoe Event Horizon
1:17:14 Superannuation
1:24:30 Deposit Rates So Low
1:31:00 Summary
1:35:11 Ending
Original stream with live chat is also available: https://youtu.be/9toEfHG8IWM
Go to the Walk The World Universe at https://walktheworld.com.au/
James Beeland Rogers Jr. is an American investor and financial commentator based in Singapore. Rogers is the Chairman of Beeland Interests, Inc. He was the co-founder of the Quantum Fund and Soros Fund Management. He was also the creator of the Rogers International Commodities Index.
I caught up with him to discuss the markets, the future for inflation, the US$ and Australia’s role in the world. His insights are priceless!
