Insightful Insights
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Should you take a byte out of the market?
Roger Montgomery
April 28, 2015
Shares in US pop culture and technology company Apple are on the cusp of producing a market capitalisation of A$1 trillion. As the Nasdaq technology index closed at a record high last week – above the pre Tech Wreck highs for the first time – you might be interested in some bullish and bearish perspectives currently occupying the minds of more learned observers than us. continue…
by Roger Montgomery Posted in Companies, Insightful Insights, Technology & Telecommunications.
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Not Getting Schooled Part 1
Scott Shuttleworth
April 27, 2015
Telecommunications, healthcare, technology, financials. These are all common themes in a Montgomery portfolio, yet what about education? continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights.
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The Signs Of Market Tops
Russell Muldoon
April 25, 2015
Variant Perception, a US based research firm has published a thematic report on “understanding market tops” which we found interesting. continue…
by Russell Muldoon Posted in Insightful Insights, Market Valuation.
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Speak to your adviser if anything is unclear
Roger Montgomery
April 23, 2015
This is Montgomery’s fourth warning to investors. continue…
by Roger Montgomery Posted in Insightful Insights.
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Is gold more attractive in a zero interest rate world?
Tim Kelley
April 23, 2015
Many investors find a place in their portfolios for gold. It has the attraction of being tangible and difficult for governments to print. continue…
by Tim Kelley Posted in Financial Services, Foreign Currency, Insightful Insights.
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Investors need to keep an eye on the storm
David Buckland
April 22, 2015
As the enormous storm hitting Sydney and the Hunter Region moved into its third day, I thought this article from Bloomberg claiming March 2015 is the hottest month on record, according to the National Oceanic and Atmospheric Administration (NOAA) would be of interest. continue…
by David Buckland Posted in Insightful Insights, Investing Education.
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RBA: Liquidity, here today but tomorrow?
Ben MacNevin
April 22, 2015
The latest speech by the Governor of the Reserve Bank of Australia (RBA) is well worth a read. RBA speeches typically provide greater insights of issues considered by the Board, and it seems that the Bank is becoming increasingly concerned with the state of global financial markets. continue…
by Ben MacNevin Posted in Financial Services, Insightful Insights.
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Own Telco stocks? Read this.
Scott Shuttleworth
April 21, 2015
As reported in the Sydney Morning Herald, iiNet (ASX: IIN) customers have reportedly experienced internet speed slowdowns from the later afternoon into the evening post the release of its Netflix offering. Note, watching Netflix doesn’t use up any of the users monthly data allowance. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Be Alert and Alarmed!
Roger Montgomery
April 20, 2015
If you think Sydney’s record auction clearance rate is high, have a look at the number of billionaire hedge fund managers warning the US Federal Reserve to wait before raising rates, lest it be a mistake from which reversal will not be easy nor pretty. continue…
by Roger Montgomery Posted in Foreign Currency, Insightful Insights.
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China’s softening demand becomes a reality
David Buckland
April 17, 2015
In Tuesday’s Video Insight I discussed the fact that Australia’s Terms of Trade had nearly doubled from its 55 year average of 67 to 118.5 Index Points by mid-2011. However, with the slowdown in the Chinese economy, I suggested Australia’s Terms of Trade, which had declined 26 per cent to 87.9 Index Points by late 2014, could get somewhat worse over the foreseeable future. continue…
by David Buckland Posted in Insightful Insights.
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