Monthly Archives: October 2013

The US Government debt ceiling, according to Treasury Secretary, Lew, will be exhausted by next Friday 18 October 2013.

We believe there are four alternatives that may play out over the next week as the political infighting reaches a crescendo Continue…

by David Buckland Posted in Economics, Insightful Insights.

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In this article for Cuffelinks, Roger discusses the Australian residential property market. Read here.

by Roger Montgomery Posted in On the Internet.

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OzForex is an online platform providing foreign exchange transfer services for consumers and businesses. In this white paper we explain why the business meets many of our tests for an extraordinary business, but why price is the only stumbling block to our participation. Continue…

by Roger Montgomery Posted in Companies, Foreign Currency, Whitepapers.

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An insight emerged from some research work we did recently on broker recommendations. What we did was gather historical data on investment returns for a selection of ASX300 companies, together with the “average” broker recommendation for each company over time. Continue…

by Tim Kelley Posted in Insightful Insights.

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Much as we used to let our fingers do the walking through the Yellow Pages, today’s customers and students now ‘Google’ it. There are many things that don’t work perfectly, but that hasn’t inhibited Google’s growth. The following picture from Statista provides a useful snapshot of Google’s footprint. Continue…

by Roger Montgomery Posted in Companies, Insightful Insights.

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When the Republicans in The House of Representatives and the Democrats in the Senate couldn’t agree on the terms of refinancing legislation, and particularly whether Obamacare measures should be included (Republicans insisted on delaying Obamacare while Democrats held firm), the US government shut down. It has been 17 years since the last shutdown, in which all non-essential governmental operations cease receiving payments. Continue…

by Roger Montgomery Posted in Economics, Insightful Insights.

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Roger gives his view on the OzForex float in this article by BRW journalist Michael Bailey, originally published in BRW. Read here.

by Roger Montgomery Posted in On the Internet.

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Here is an excerpt from George Soros’ (arguably the world’s most successful hedge fund manager) speech delivered last week at the Global Economic Symposium, in Kiel, Germany:

“My conceptual framework consists of universally valid generalizations; therefore its usefulness in explaining or predicting the political economy is strictly limited. But as a hedge fund manager I have used it to develop specific theories about specific situations and my performance record testifies to their usefulness. Continue…

by Roger Montgomery Posted in Insightful Insights.

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In this interview with Ross Greenwood on 2GB’s Money News, Roger talks about Medibank Private and the pressure on the government to sell. Does Roger think it’s a good idea for the Australian government to sell assets? Listen here.

by Roger Montgomery Posted in Radio.

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