Foreign Currency
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What a weaker Aussie dollar means for your investments
Andreas Lundberg
April 27, 2018
Back in January, we saw a steep increase in the value of the Australian dollar vs. the US dollar. However, since then, the Australian dollar has declined against the major currencies. If this trend continues, it could pay to be overweight businesses that benefit from a weaker Australian dollar.
continue…by Andreas Lundberg Posted in Foreign Currency.
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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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Which companies will gain from a stronger Aussie dollar?
Andreas Lundberg
January 18, 2018
If you’re about to travel to the US, you’ll be gladdened by the trajectory of the Australian dollar (AUD). After falling to around US75c in December, it’s now buying around US80c. For Australian companies, however, the picture is far more complex. So I thought I’d have a look at some of the likely winners and losers from changes in the AUD. continue…
by Andreas Lundberg Posted in Foreign Currency.
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5 burdens of Bitcoin
Lisa Fedorenko
January 17, 2018
With all the volatility and noise around Bitcoin – we’ve written a few pieces about it here and here. Whilst it may have a first mover advantage – that doesn’t make it the only cryptocurrency worth understanding. Today I want to discuss some of the technical limitations of bitcoin. continue…
by Lisa Fedorenko Posted in Editor's Pick, Foreign Currency.
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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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How changes in the AUD affect global-facing businesses
Stuart Jackson
October 5, 2017
The gyrations of the Aussie dollar are a constant focus of media attention. And well they might be. Because, apart from reflecting our national economic health, the strength of the Aussie dollar relative to other currencies has a big impact on exporters, and on businesses that generate earnings overseas. continue…
by Stuart Jackson Posted in Foreign Currency, Market commentary.
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What could blow up next?
Roger Montgomery
April 26, 2016
Experience in financial markets has taught us that while we cannot predict markets or prices we do know that they frequently move in a way that causes pain for the majority. Even Buffett and Munger observed this when they noted the stock market is designed to transfer money from the impatient to the patient. continue…
by Roger Montgomery Posted in Energy / Resources, Foreign Currency, Insightful Insights.
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Investors should tread warily as China’s woes to worsen
Roger Montgomery
February 22, 2016
Some investors are asking whether we believe it’s time to venture back into the market. In summary, no. While substantial gains can be generated picking low points in markets and share prices, it isn’t until the prospects for the underlying businesses brighten that any improvement in share prices can be sustained. continue…
by Roger Montgomery Posted in Foreign Currency, Insightful Insights.
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Made in China Part #2
Roger Montgomery
February 17, 2016
Drop a pebble in a pond and eventually everything in the pond experiences the change in conditions as the waves radiate from the point of impact. continue…
by Roger Montgomery Posted in Foreign Currency, Insightful Insights.