Insightful Insights

In addition to the record prices for collectable cars, the art sales at multiples of auction house estimates and the proliferation of car manufacturers revealing passenger vehicles priced at $2 million, there’s anecdotal evidence of mania in all sorts of weird and wonderful places. continue…

by Roger Montgomery Posted in Insightful Insights.

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We mentioned in a blog the other day our view that the market would be likely see TPG Telecom Limited (ASX: TPM) return with a new bid for iiNet Limited (ASX: IIN) – and yesterday morning they did. continue…

by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.

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If a picture tells a thousand words then the picture being painted by these graphs is a gloomy one for those fully invested or those levered into recent asset purchases. continue…

by Roger Montgomery Posted in Economics, Insightful Insights.

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In the Video Insight on January 12 2015 I mentioned poor consumer confidence and low wages growth domestically, in addition to very low growth in China and deflation in Europe that would see monetary policy “stay easier for longer”. I forecast the Reserve Bank of Australia would cut the cash rate “two more times in the first six months of 2015 and this would likely put a floor under the Aussie market.” continue…

by David Buckland Posted in Economics, Insightful Insights.

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Bond rates are rising.  In the US 30-year Treasury Bonds rates have risen in the last week, and just as they did in 1994 (the year of the bond market crash), they are dragging long bond rates elsewhere in the world with them.  In just four days Australian ten-year Treasury Bond rates have risen from 2.23 per cent to 2.85 per cent.  If ten-year bond rates continue to rise, the argument for seeking higher yields in stocks weakens.

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by Roger Montgomery Posted in Insightful Insights.

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We recently received an interesting email, that we thought we should share with our blog subscribers.

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by Roger Montgomery Posted in Insightful Insights.

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Here’s a chart you may find interesting. It shows how the consensus broker forecast for BHP Billiton Limited (ASX: BHP) 2015 Earnings Per Share (EPS) has evolved over the last number of years, together with the BHP share price during that time. continue…

by Tim Kelley Posted in Companies, Insightful Insights.

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The answer to that question will be unique to you and your investing goals. In our latest Whitepaper, we take an in-depth look at Unit Trusts and Listed Investment Companies. 

by Scott Phillips Posted in Insightful Insights, Whitepapers.

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As an update to our blog on Monday, we noted on Tuesday the unfortunate outcome experienced by the shareholders of Ashley Services Group (ASX: ASH). Risk is one thing to write about yet another thing to see its effects. continue…

by Scott Shuttleworth Posted in Companies, Insightful Insights.

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The New York Stock Exchange has recently released data on margin lending through to March 2015. What it shows is margin lending at a new all-time high – above the levels seen at the height of the tech boom and prior to the Global Financial Crisis (GFC). As you might expect, the data shows that margin lending tends to be popular when markets are hot. The build up of debt when equities are expensive no doubt exacerbates the pain of a subsequent market downturn. continue…

by Tim Kelley Posted in Economics, Insightful Insights.

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