The 21st of December is the solstice. Technically speaking the solstice is a specific moment, not a whole day and in 2025 it happens at 15:03 on 21 December UK time, where we have the shortest day of the year. It’s simultaneously the summer solstice in the Southern Hemisphere. Traditionally, this day celebrates the fact … Continue reading "Good Versus Evil: In Memoriam"

This is our weekly market update where we start in the US, cross to Europe and Asia, and end in Australia, covering commodities and crypto along the way. This past week, the last full week before the holidays continued its volatile way, with Central Banks in Japan and the UK cutting rates, the US triple … Continue reading "Let’s Paper Over The Cracks For A Santa Rally…"

Journalist Tarric Brooker and I catch up for our last chat of the year, and with the help of his excellent slides, pull apart the latest trends in terms of housing, finance and the economy. 2025 has been quite a year, and we expect more turbulence ahead, with more spinning politicians, wet lettuce regulators and … Continue reading "Australia’s Economy Hits The Wall: With Tarric Brooker"

Today we got the ABS National, state and territory population data from June 2025. They reported that the Australia’s population grew by 1.5 per cent in the 12 months to June 2025, or 27.6 million people, 420,100 more than in June 2024. Natural increase, the number of births minus those who died, added 114,600 people … Continue reading "Let’s Play Some Migration Numbers Numberwang!"

Damien Klassen Head of Investments at Nucleus Wealth and Walk The World Funds and Martin North from DFA discuss eight critical megatrends, which are set to impact markets and investments in the years ahead. Their collective impact will be significant, but may also pull in different directions. In our first show in 2026, we will … Continue reading "Eight Megatrends For The Years Ahead!"

As expected, Treasurer Jim Chalmers wants you to believe that the budget is getting better and Labor’s claimed spending restraint is helping the Reserve Bank of Australia contain inflation pressures. But this is all spin. Spin Jim Is At It Again! While the federal government’s mid-year budget update shows a modest improvement in the deficit … Continue reading "The Government’s “Find The Pea Budget Trick”…"

I am joined by Leith van Onselen Chief Economist and Co-founder of Macrobusiness, as we review the year across housing, and the economy, and ask what is next in the context of atrocious housing affordability, poor policy and the upcoming MYEFO. What needs to change? This is my edit of the live show. Details of … Continue reading "DFA Live Q&A Replay: Our Housing And Economic Disaster Will End In Tears! With Leith van Onselen"

A bit late, Edwin our property insider, and I discuss the latest property trends and stats for our weekly Rant. While things may be turning sour in some areas, the demand for property does remain robust, as listings ease and auctions fall. So what is happening? If you are buying your home in Sydney’s contentious … Continue reading "Its Edwin’s Monday Evening Property Rant!"

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 on the Bondi incident yesterday, and the noise of which masked a significant announcement by Treasurer Jim Chalmers who announced his so called cash mandate will start on the 1st January … Continue reading "In A Troubled World, The Long Cash Con Continues…"

How quickly sentiment can turn as Australian’s favourite sport, housing, turns sour into the end of the year. Instead of more rate cuts next year, the promise of which had pulled prospective purchasers forward to buy, is being replaced by significant gloom. The signs were always there of course, despite the spin from Government, as … Continue reading "Housing Markets Vomit Fear Into Year’s End!"

As Jonathan Shapiro wrote in the AFR this week, financial markets are becoming one big gamble, catalysed by leading global retail brokers leading to a rise of prediction markets and the inevitable fusion with financial markets that is turning just about anything and everything into speculation. This of course leads to the volatility we are … Continue reading "Beyond Speculation: Is A New Order Approaching?"