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Rate cuts alone can’t kickstart economy
Roger Montgomery
December 20, 2019
In this article for the Herald Sun Roger discusses why a cut in interest rates won’t be enough for the economy. While rate cuts are helpful, they are more effective when combined with fiscal policy. Read here.
by Roger Montgomery Posted in In the Press.
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Why economists often get it wrong
Roger Montgomery
December 16, 2019
In this article for the Australian Roger discusses why economists often get things wrong. According to the ergodicity problem in economics, economists have been making a repeated mistake in their assumption about human behaviour and it has infected economic models that seek to explain everything from trading bitcoin and gambling, to insurance and switching jobs. Read here.
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Reality check for housing rebound
Roger Montgomery
November 8, 2019
In this article for the Australian Roger provides an update on the housing market. It seems like the slump in approvals hasn’t ended just yet and the pipeline of residential building work is declining, which means less work ahead for builders and contractors. Read here.
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It’s tough on the home front
Roger Montgomery
October 18, 2019
In this article for Money Magazine Roger takes a look at the conditions in residential building and three companies – Fletcher Building, Adelaide Brighton Cement and CSR. What’s their outlook? 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.
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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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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.
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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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