Editor’s Pick

Warren Buffett recently observed that markets can quickly turn from green to red, without pausing at yellow.  It was a veiled warning that when valuations are at extremes – as they are today – it doesn’t take much to trigger something serious. continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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A new report confirms that mortgages in arrears are rising sharply. Is this just a blip, or a worrying sign that more and more Australian borrowers are struggling to meet their commitments? continue…

by Andreas Lundberg Posted in Editor's Pick, Financial Services.

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After raising standard variable rates on interest only and investment property mortgages in 2016 and 2017, the big banks have recently unwound some of these increases. This has surprised some observers. So, what’s going on? continue…

by Stuart Jackson Posted in Editor's Pick, Financial Services.

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In this week’s video insight Roger discusses Bill Shorten’s attack on franked dividends. He’s simply putting millennials against baby boomers. Is voting for Labor a vote against your parents and grandparents?

by Roger Montgomery Posted in Editor's Pick, Video Insights.

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In the last few days Opposition Labor Leader Bill Shorten has proposed a radical transformation of dividend imputation. Putting aside his mistaken belief that his voters are “Aussie Battlers”- when in fact they are hard-working small business owners and contractors, many of whom receive franked dividends from their business endeavors – it’s worth looking at what all the fuss is about… continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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Artificial Intelligence (AI) is no longer the stuff off sci-fi movies. From SIRI to self-driving vehicles, it’s now part of everyday life. So far, we’ve mainly seen the benefits. But many experts are warning that, unless society takes control of the technology, the downside could be massive. continue…

by Roger Montgomery Posted in Editor's Pick, Technology & Telecommunications.

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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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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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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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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.

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by Lisa Fedorenko Posted in Editor's Pick, Video Insights.

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