Market commentary
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Why you need to keep an eye on US Treasury Bonds
Stuart Jackson
May 2, 2018
Many stockmarket investors don’t pay much attention to movements in US Treasury Bonds. But there are some very strong reasons why they should. And one of those is their impact on share prices. continue…
by Stuart Jackson Posted in Market commentary.
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How to avoid being crunched by the next market correction
Roger Montgomery
April 26, 2018
Is the current period of higher market volatility, which began in January, just a foretaste of a tougher investment landscape ahead? All the indicators point in that direction. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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How alarmed should we be about rising levels of debt?
David Buckland
April 13, 2018
According to the Institute of International Finance (IIF), global debt hit US$237 trillion in the December 2017 Quarter, over 310 per cent of GDP of US$76 trillion. Global debt levels are at record highs in dollar terms and in relation to GDP. continue…
by David Buckland Posted in Market commentary.
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Jeremy Grantham says beware the market ‘melt-up’
Roger Montgomery
April 11, 2018
Alas, there’s no magic signal to tell us when this market could savagely correct. The latest note of caution comes from famed US investor, Jeremy Grantham. He believes we are seeing a ‘melt-up’ in the stock market – the final stages of a great bubble near to bursting. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary.
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Investors beware: the warning light has begun to flash amber
Roger Montgomery
April 3, 2018
Warren Buffett recently observed that markets can quickly turn from green to red, without pausing at yellow. It was a veiled warning that when valuations are at extremes – as they are today – it doesn’t take much to trigger something serious. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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What to Watch
Roger Montgomery
March 23, 2018
We have often written about the boom in non-income producing assets – such as collectibles – and the associated world record prices, as being a sign of the very late stages of a credit cycle. Eventually, the boom will unwind – it always does – and one consistent signal has usually been investors pulling back from one asset class even while other asset classes continue to party. continue…
by Roger Montgomery Posted in Market commentary.
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Dividends. What’s all the fuss?
Roger Montgomery
March 15, 2018
In the last few days Opposition Labor Leader Bill Shorten has proposed a radical transformation of dividend imputation. Putting aside his mistaken belief that his voters are “Aussie Battlers”- when in fact they are hard-working small business owners and contractors, many of whom receive franked dividends from their business endeavors – it’s worth looking at what all the fuss is about… continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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What’s Next for the Stock Market?
Roger Montgomery
March 5, 2018
The market ructions in early February were a genuine ‘shot-across-the-bows’ – a warning to investors about the longevity of easy credit, soaring asset prices and ultra-low volatility. That’s why, with markets potentially on the verge of a big reversal, we think it’s prudent to hold more cash. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Could a US housing crisis happen here?
Roger Montgomery
March 1, 2018
There is one common theme in the vast number of financial crises the world has seen – excessive debt. So, with Australia’s ratio of household debt to disposable income approaching 200 per cent, it’s time for investors to get super-cautious. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary, Property.
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A crash is coming, and Jim Rogers says it will be a doozy
Roger Montgomery
February 23, 2018
Legendary investor, Jim Rogers, is a famed perma-bear. But this month Rogers stepped it up. He predicted that the next bear market will be “the worst in our lifetime”, fueled by a world that is laden with debt, and that it will occur within the next two years.
continue…by Roger Montgomery Posted in Editor's Pick, Market commentary.
