Latest Episodes
Just The Start As Markets Are Rocked By Rotations, BSOD, Politics, And More…
In our latest weekly market update, we start in the US, move to Europe and Asia and end in Australia as well as covering...
How Do We Know That Mortgage Arrears Are Now Rising In Australia?
The latest RBA bulletin, just released, contained a couple of significant articles relating to mortgage arrears and serviceability. The first, “Recent Drivers of Housing...
The Narrow Path Says Rate Hikes Are Coming In Australia!
The ABS released the latest employment data today, and in response, investors have bumped up their bets on an August interest rate rise after...
Rotation To A “Tech-Wreck” Replay?
My Saturday show highlighted the start of the rotation from tech stocks to the broader market, as exemplified in the trends in the NASDAQ...
Corporates Gouge, While IMF Warns The Inflation Squeeze Will Be On For Longer Than Expected!
Households will see Inflation around for much longer than expected and while the pressure on households continue to build, so does distrust across the...
DFA Live Q&A Replay: Tony Locantro: The Everywhere And Everything Bubble!
This is an edited version of a live discussion with Investment Manager Tony Locantro, from Perth. Tony offers several financial services, such as investment...