Editor’s Pick
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This year, you’ll be safer if you swim between the flags
Roger Montgomery
January 17, 2018
Only time will tell if a bull or bear market awaits investors in 2018. There’s plenty of ammunition for both scenarios. But I think it will pay investors to look closely at the boundaries marked by the bull and bear cases, and treat them like the flags between which they must swim.
continue…by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Is it too late to buy Bitcoin?
Roger Montgomery
December 19, 2017
Right now, you may be wondering: is Bitcoin a speculative bubble? And, if it’s not, is it too late to buy in? Well, the answer to that is: it depends. To my mind, the price of Bitcoin is going up because people think it will keep going up. And that’s pure speculation. But not everyone agrees. continue…
by Roger Montgomery Posted in Editor's Pick, Foreign Currency.
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Is Bitcoin a rational investment?
Tim Kelley
December 15, 2017
Bitcoin has enjoyed an extraordinary surge in both value and public attention recently. The chart below maps the rise in the price of a Bitcoin in USD over the last few years, and a similar chart could probably be plotted for the number of column inches, the number of internet searches and the number of experts confidently proclaiming it to be either a speculative bubble, or the gold of the future. continue…
by Tim Kelley Posted in Editor's Pick, Foreign Currency.
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Brisbane glut sees price of flats slip by $81,000
Roger Montgomery
December 14, 2017
We have been banging on about a fall in property prices for some time (see our March ’17 blog post Brisbane Apartments are Ground Zero and our November’ 16 post I am calling a short sell on Australian residential apartments). continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Who wins when US yields go higher?
Andreas Lundberg
November 30, 2017
For the first time in 20 years, 2-year US government interest rates have gone above 2-year Australian government interest rates. This is a significant turning point, and could signal the start of a new economic phase. Australian investors will need to be mindful of the consequences. continue…
by Andreas Lundberg Posted in Editor's Pick, Market commentary.
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The Crane in Brisbane Stays Mainly in the Plain
David Buckland
November 17, 2017
According to the Rider Levett Bucknall Crane Index, there are 586 cranes in operation across Australia’s three largest cities. 350 in Sydney, 151 in Melbourne and 85 in Brisbane. 80 per cent or 470 of these cranes are focused on building apartments. continue…
by David Buckland Posted in Editor's Pick, Property.
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What’s the conundrum investors face today?
Roger Montgomery
November 14, 2017
In this week’s video insight, Roger discusses the conundrum investors face today, looking at two parts of the investment equation the economy and prices and other factors.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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DOWNWARD PRESSURE ON SYDNEY PROPERTY PRICES
Roger Montgomery
November 10, 2017
It’s been a long time coming, but it seems the much-anticipated end to Sydney’s housing bubble has finally arrived. And, Australia-wide, there’s a growing list of areas with owners struggling to cope with mountains of debt. The question is, how far will property prices fall?
continue…by Roger Montgomery Posted in Editor's Pick, Property.
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Is Telstra (finally) cheap?
Tim Kelley
October 30, 2017
Only 12 months back, Telstra (ASX: TLS) shares were trading at around $5.00. The fall since then has been precipitous. Which has got a lot of investors asking: does it finally represent good value? continue…
by Tim Kelley Posted in Companies, Editor's Pick, Technology & Telecommunications.
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Why we’re happy to swim against the ‘new paradigm’
Roger Montgomery
October 23, 2017
You may have noticed there’s a new paradigm being discussed in investment circles – that inflation and interest rates may never rise again. This paradigm has been accompanied by a wave of irrational exuberance, with prices of various assets breaking records by the day. At Montgomery, we are concerned this could all end in tears so, for now, we will swim against the tide. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.