In the Press
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Hey Josh, how about cranking up our debt?
Andrew Macken
October 11, 2019
In this article for the Herald Sun, Andrew questions whether delivering a balanced budget for the first time since the GFC is even appropriate today? Read here.
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Avoiding a recession low rates won’t fix
Roger Montgomery
October 10, 2019
In this article for the Australian Roger identifies why low interest rates aren’t a suitable strategy to pull the economy out of its vicious cycle. What’s a better option? Read here.
by Roger Montgomery Posted in In the Press
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Don’t assume rates will go to zero
Roger Montgomery
October 4, 2019
In this article for the Australian Roger discusses the thought that when everyone in the market is pointing in the same direction, that trade is done, and it’s time to turn around and look the other way. So what if interest rates don’t go to zero? Read here.
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How to separate winners and losers
Roger Montgomery
September 30, 2019
In this article for Money Magazine Roger identifies why Australian portfolios can significantly benefit from overseas companies, including tech giants, that actually make a profit. Read Roger’s thoughts on Alphabet, Facebook and Uber. Read here.
by Roger Montgomery Posted in In the Press
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Wake up, the fairytale is over
Roger Montgomery
September 30, 2019
In this article for the Herald Sun Roger discusses unicorns, do they exist? Unicorns tend to be innovative companies with entrepreneurial founders harbouring unbridled egos and larger-than-life ambitions. Let’s take a look at a few of them. Read here.
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Peloton pedalling towards precipice
Roger Montgomery
September 12, 2019
In this article for the Australian, Roger discusses Peloton which has recently registered to list on the Nasdaq under the ticker PTON, and with a near 200-page prospectus. Will this fad fade? Read here.
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‘WeWTF?’ WeWork dream will test bulls
Roger Montgomery
August 29, 2019
In this article for the Australian, Roger discusses the latest unicorn about to list – WeWork, according to NYU professor Scott Galloway, its claims are even more absurd than we have recently had from Uber. Read here.
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There is danger in expecting low rates to last
Roger Montgomery
August 27, 2019
In this article for the Herald Sun Roger discusses how cheap and abundant capital remains the fuel for the willingness to bet on the fortunes of start-ups, most of which will never make it. What’s the danger of expecting low short-term rates to last? Read here.
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Has Australia passed the point of no return?
Andrew Macken
August 13, 2019
In this article for the Herald Sun Andrew discusses the wave of activity in the major Australian property markets that suggests the recent downturn may well be over. Read here.
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Get ready to pounce
Roger Montgomery
August 12, 2019
In this article for Money Magazine Roger discusses where investors should be looking for possible downgrades and bargains over the next few months. The three companies discussed aren’t “buys” right now, so they have a “hold” attached to their names. However, a sell-off could render them much more attractive. Read here.
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