Editor’s Pick
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What’s Next for the Stock Market?
Roger Montgomery
March 5, 2018
The market ructions in early February were a genuine ‘shot-across-the-bows’ – a warning to investors about the longevity of easy credit, soaring asset prices and ultra-low volatility. That’s why, with markets potentially on the verge of a big reversal, we think it’s prudent to hold more cash. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Could a US housing crisis happen here?
Roger Montgomery
March 1, 2018
There is one common theme in the vast number of financial crises the world has seen – excessive debt. So, with Australia’s ratio of household debt to disposable income approaching 200 per cent, it’s time for investors to get super-cautious. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary, Property.
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A crash is coming, and Jim Rogers says it will be a doozy
Roger Montgomery
February 23, 2018
Legendary investor, Jim Rogers, is a famed perma-bear. But this month Rogers stepped it up. He predicted that the next bear market will be “the worst in our lifetime”, fueled by a world that is laden with debt, and that it will occur within the next two years.
continue…by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Never say never
Lisa Fedorenko
February 20, 2018
In this week’s video insight Lisa provides an argument to challenge the phrase “I will never buy above valuation” and discusses three circumstances where it makes sense to buy above intrinsic value.
by Lisa Fedorenko Posted in Editor's Pick, Video Insights.
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How bad is Australia’s mortgage stress?
Stuart Jackson
February 14, 2018
The level of household financial stress in Australia is a key issue. This is because a significant pull-back in the financial position of households would have flow-on effects across the economy. So, the recent data released by the nation’s largest lenders provides an important reading of future trends. continue…
by Stuart Jackson Posted in Editor's Pick, Financial Services.
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Why we aren’t concerned to see volatility rising
Tim Kelley
February 13, 2018
In this week’s video insight Tim gives you a perspective on how we’re thinking about the recent market moves and trying to position for a good long-run outcome for our investors.
by Tim Kelley Posted in Editor's Pick, Video Insights.
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Why rising interest rates have sent the Dow south
David Buckland
February 6, 2018
Over the last six months, the US Dow Jones Industrial Average has soared 20 per cent to 26,500. But over the past week it has shed over 2,000 points or 8 per cent. The reason: a surge in yields on US Ten Year Government Treasury Bonds, which hit a four-year high of 2.86 per cent. With interest rates climbing, it’s time for investors to tread more warily. continue…
by David Buckland Posted in Editor's Pick, Market commentary.
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The most common mistake made in estimating the value of a company
Stuart Jackson
January 30, 2018
In this week’s video insight Stuart discusses discounted cash flow valuations and the most common mistake made in estimating the value of a company using this valuation methodology.
by Stuart Jackson Posted in Editor's Pick, Video Insights.
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7 bitcoin alternatives
Lisa Fedorenko
January 25, 2018
This is a follow-up piece to part 1, in which we discussed some of the technical limitations of the Bitcoin blockchain implementation. Today I’m going to give a brief introduction to seven[1] alternative cryptocurrencies. I will start with four strongly performing currencies which aim to address some of the issues in Bitcoin. Then I’ll introduce three more amusing alternatives. continue…
by Lisa Fedorenko Posted in Editor's Pick, Foreign Currency.
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If the VIX is low, is it time to go?
Scott Shuttleworth
January 23, 2018
The Volatility Index – better known as ‘the VIX’ – is the most widely followed measure of stock market risk. Since March 2012, the VIX has remained stubbornly low, and some see this as a sign of a frothy market that’s about to sell off. I don’t necessarily agree, but what’s the best investment strategy just in case they’re right? continue…
by Scott Shuttleworth Posted in Economics, Editor's Pick, Market commentary.