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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- 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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- 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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WHITEPAPER
ARE WE THERE YET? WHAT TO DO WHEN THE BOTTOM OF THE MARKET IS UNKNOWN
Roger Montgomery’s latest whitepaper is now available. It explores the challenges of investing when no one knows whether equity markets have reached the bottom of the latest volatility cycle. The paper offers a framework to help you navigate today’s market and invest in quality, profitable companies with growth potential.
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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.
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Hard Landings
Roger Montgomery
November 6, 2015
Australians should have all eyes focused on China. China is the dog upon whose tail Australia is attached and our view, as you know, has been that the country would slow dramatically as it tries to rebalance from an economy heavily dependent on fixed asset formation to one reliant on the consumer. continue…
by Roger Montgomery Posted in Foreign Currency, Insightful Insights.
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The great China slowdown – part 3
David Buckland
October 27, 2015
China cut its interest rates for the sixth time in less than a year as the economy grew by 6.9 per cent in the September 2015 Quarter, its lowest growth rate in 25 years. continue…
by David Buckland Posted in Foreign Currency, Insightful Insights.
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Liberating our Malaise
Roger Montgomery
October 9, 2015
It’s hard not to think that the very intense spotlight being shined upon the US dollar makes it a key determinant of market direction in the near term.
Keeping in mind that none of this has any bearing on our investment process – which focuses our resources on the identification of high quality business, those with bright prospects, trading at rational prices – let’s take a quick look at how the currency might influence markets. continue…
by Roger Montgomery Posted in Foreign Currency, Insightful Insights.
