Editor’s Pick

According to the authors Carmen Reinhart and Kenneth Rogoff, the study of eight centuries of financial crises reveals a standard and repeating set of leading indicators to a financial crisis.

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

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Over the last week, ANZ, NAB and Westpac reported their full year 2016 results, while CBA provided a trading update for the September quarter.  So I thought it would be a good time to review the key themes to emerge.

continue…

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

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I recently surveyed our portfolio and was stunned by the magnitude of the daily price moves. It was only 1.50pm yet APN Outdoor was up 4.32% on no announcement, TradeMe was down 2.77%, Healthscope was down 2.64% and Challenger down 1.92%.

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

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If you wait for the swallow to sing, spring will already be over.  In other words, waiting for the data to prove a trend has changed may be more expensive than you’d like. And while there is plenty of mounting data to suggest that property prices are heading for a big fall, there are also less obvious signals. continue…

by Roger Montgomery Posted in Editor's Pick, Property.

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When the share price of Healthscope plunged 30% in October, we received numerous queries from many of our thousands of investors and readers.  In short, they were asking: after a price dive like that, what did we think about the business now? continue…

by Roger Montgomery Posted in Editor's Pick, Health Care.

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Arguably the greatest risk to investors today is an underappreciation of how significant a change in bond interest rates will be on the market prices of every asset from shares, to property to collectible licence plates. continue…

by Roger Montgomery Posted in Editor's Pick, Whitepapers.

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When Britain voted to leave the EU back on 23 June, it sent the British Pound (GBP) into a tailspin. It’s depreciated 18 per cent against the USD and AUD since the day before the vote. Brexit, and the weakened GBP, will have a material impact on the earnings and valuations of a number of ASX-listed companies doing business in the UK. But not all.

by Stuart Jackson Posted in Companies, Editor's Pick, Global markets.

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Brexit, IDP Education

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Roger discusses Reinhart and Rogoff’s book, This Time is Different, which reveals four repeating, key ingredients that proceed a financial crisis. What is in store for Australia?

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

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In this interview with Ross Greenwood, Roger discusses four factors that transpire before every economic crisis. Are three of these factors occurring in Australia? 

by Roger Montgomery Posted in Editor's Pick, Radio.

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GFC

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Last year, when US basketball star LeBron James asked Warren Buffett for investment advice, Buffett advised him to buy an index fund. “Usually the simplest [idea] is the best,” said Buffett. His advice added to the debate about the merits of active fund management versus index investing. continue…

by Tim Kelley Posted in Editor's Pick, Market commentary.

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buffett, index investing

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