Another Bearish Warning?
As a follow-up from our last post on Seth Klarman’s warning about impending asset price bubble, we found the below graphic that highlights an increasing amount of capital being raised by lower quality companies, rather interesting. (You can view the original post on ZeroHedge, here).
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
He is also author of best-selling investment guide-book for the stock market, Value.able – how to value the best stocks and buy them for less than they are worth.
Roger appears regularly on television and radio, and in the press, including ABC radio and TV, The Australian and Ausbiz. View upcoming media appearances.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
Paul Audcent
:
I m watching my Investment cycle clock and according to the clock it is 10 am! Two hours away from the top of boom. My smaller caps have dived my banks have risen. Currently I have 50 50 shares cash. I have absolutely no idea if this clock really works probably based on the past?
wade smith
:
Are you guys planning to go as much into cash as possible this may?