Looking Past Hopium Towards Real Numbers...

April 25, 2024 00:14:15
Looking Past Hopium Towards Real Numbers...
Digital Finance Analytics (DFA) Blog
Looking Past Hopium Towards Real Numbers...

Apr 25 2024 | 00:14:15

/

Show Notes

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 time, sometimes hopium goes away. Especially when bond yields take the discount rate higher, (the US 2-year is currently at 4.925 and the 10-year at 4.646) so reducing the future value of earnings. Australian markets were closed for the ANZAC holiday. We will remember them. […]

Other Episodes

Episode

December 15, 2025 00:14:15
Episode Cover

In A Troubled World, The Long Cash Con Continues…

Edwin’s Monday Rant won’t happen tonight, as he is the middle of client settlements. Hopefully tomorrow. But it gives me the chance to reflect...

Listen

Episode 0

September 21, 2020 00:48:41
Episode Cover

Edwin's Property Rant On A Monday #4

The latest from our property insider Edwin Almeida. https://www.ribbonproperty.com.au/

Listen

Episode 0

May 20, 2021 00:28:52
Episode Cover

Beware “Base Effects” - The DFA Daily 20th May 2021 [Podcast]

The latest edition of our finance and property news digest with a distinctively Australian flavour. CONTENTS 0.00 Start0:17 Introduction0:30 US Markets Down Debate About...

Listen