Search Results for: bubble
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More signals that the property market may have peaked
Roger Montgomery
October 28, 2016
As we have written before, signals are everywhere. Pay attention to them, and you won’t need to wait for data to confirm that a trend has changed. Which brings us to the latest signals from our property market. Continue…
by Roger Montgomery Posted in Property.
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Buckle up Dorothy. Kansas is going bye-bye.
Roger Montgomery
October 20, 2016
The warnings of an impending financial crisis are starting to come in from all corners. So, maybe they’re worth listening to. If the warnings materialise, Australia looks to be lining up for something much worse than anyone is anticipating, and we may not escape quite as easily as we did during the GFC. Continue…
by Roger Montgomery Posted in Market commentary.
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Reasons to invest in a market neutral fund
Roger Montgomery
September 21, 2016
Buy low. Sell high. That’s all there is to it, right? Well, not quite. You see there are alternative strategies that not enough investors are taking advantage of. You could sell first and buy later at a lower price. As long as the selling is at a higher price than the buying, it doesn’t matter which comes first, you’ll still make a profit. Continue…
by Roger Montgomery Posted in Market commentary.
Taggedalternatives, interest rates, market neutral- 3 Comments
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POSTED IN Market commentary.Taggedalternatives, interest rates, market neutral
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Market Correction? What to do next.
Roger Montgomery
September 12, 2016
We all know that major corrections in the stock market occur more frequently than academic models suggest and more frequently than we would like. The question of course is not ‘if’ the market will correct but ‘when’? Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
Taggedalternatives, market neutral- 13 Comments
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POSTED IN Editor's Pick, Market commentary.Taggedalternatives, market neutral
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Should you buy gold?
Roger Montgomery
September 6, 2016
A bubble blown large enough will inevitably pop. And as gold bugs pump up the price of the precious metal, we hasten to warn our readers that this, too, is a bubble that will, sooner or later, burst. Moreover, gold is not a long-term investment. Our advice is to heed the words of Warren Buffett and stay away from gold. Continue…
by Roger Montgomery Posted in Energy / Resources.
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Through my telescope, I see a property bubble forming
Roger Montgomery
September 1, 2016
Another week, another set of entertaining quotes from the auction rooms as a fresh wave of investors bids over the reserve for a piece of Sydney real estate. Oh, yes, you gotta love asset bubbles. They produce quotes that, when told on the other side of the crash, seem so ridiculous they’re unbelievable. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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It’s time to stop running with the herd
Roger Montgomery
August 24, 2016
With low interest rates prompting so many investors to stampede into high dividend-paying stocks, it appears we are re-living the exuberance of the dotcom era. But ultra-low rates aren’t normal, and as rational investors we need to avoid the pitfalls of herd mentality. Continue…
by Roger Montgomery Posted in Market commentary.
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Is this another signal that a bubble is forming?
Roger Montgomery
August 16, 2016
From skirt lengths, to magazine covers to public protests and the rise of ant-establishment voting, signals are everywhere. And, as investors, we need to pay attention to them. Which is why the imminent sale of the long-held Soul Pattinson building in Sydney’s Pitt Street Mall caught our eye. To us, it’s yet another signal that asset prices are over-stretched. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Don’t throw the towel in yet
Roger Montgomery
July 29, 2016
Jeremy Grantham is the co-founder and chief investment strategist of Grantham, Mayo, & van Otterloo (GMO), a Boston-based asset management firm with more than US $118 billion under management. His letters are always worth reading. “I set myself a task this quarter to give my views on why suddenly so many strange things are going on in the US and in the UK and what they might mean.”
by Roger Montgomery Posted in Market commentary.
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Bets Against Australia’s Banks Rise
Roger Montgomery
May 26, 2016
Hedge funds looking for the next housing bubble think they have found it – in Australia – and they are wagering more than $5 billion that the country’s banks will feel the pain.
Vera Sprothen writes an article for the Wall Street Journal describing the anticipated downturn in the housing market. She mentions Montgomery’s Andrew Macken.
Click here to read the full WSJ article.
To subscribe to the Wall Street Journal online click here.
by Roger Montgomery Posted in Insightful Insights.
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It’s the End of The World (as we know it)
Roger Montgomery
May 19, 2016
When Michael Stipe of REM wrote The End of the World as We Know It and penned the lyrics, “A tournament, a tournament, a tournament of lies, offer me solutions, offer me alternatives, and I decline.” He wasn’t thinking of the 2016 US Presidential Elections nor the resistance of consumers to lower and lower interest rates but he may as well have been. Continue…
by Roger Montgomery Posted in Economics, Insightful Insights.
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Can US house price falls happen here?
Roger Montgomery
March 29, 2016
We have all been reading and listening to the debate about Australian property prices and whether they are going to crash. It’s hard to ignore when august journals like The Sydney Morning Herald report, Continue…
by Roger Montgomery Posted in Insightful Insights, Property.
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How and when to buy real estate
Roger Montgomery
February 24, 2016
Will Rogers infamously suggested real estate was the best investment in the world because no more was being made. He obviously wasn’t considering how many apartments could be constructed on a postage stamp of land nor do I expect he had Singapore in mind; In the two photos following you can see that Raffles Hotel on Beach Road in Singapore is one block back from the beach. Between it and the coast sits the Britannia Club building. In the second image Raffles is partly obscured by the roof of a high rise building in the foreground but the Britannia Club now has a green painted roof in the section of land marked for sale. Continue…
by Roger Montgomery Posted in Insightful Insights, Property.
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Cash is not so bad
Roger Montgomery
December 21, 2015
If you are of a certain vintage, you may have enjoyed watching the antics of Wylie.E.Coyote and his attempts to catch and eat Road Runner. In almost every episode there was a moment, commonly referred to the W.E Coyote moment, where the disingenuous coyote found himself momentarily suspended in thin air, invariably above a canyon, held up only by an initial failure to realize there was nothing underneath him. Continue…
by Roger Montgomery Posted in Insightful Insights.
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Too Hot to Handle!
Roger Montgomery
December 11, 2015
Back in June 2010, I was interviewed by Peter Switzer on the subject of coal. Continue…
by Roger Montgomery Posted in Insightful Insights.
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Chasing dividends often overlooks growth
Roger Montgomery
December 7, 2015
We have previously written about the bubble in stocks (and inevitably property) inflated by the baby boomer’s desperate search for yield. We described the pursuit of yield as a fad. So, while we were not surprised to watch investors rushing into higher yielding banks and Telstra, we were shocked to hear of investors buying BHP for its ‘progressive’ dividend. Continue…
by Roger Montgomery Posted in Investing Education, Market Valuation.
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Chasing dividends often overlooks growth
Roger Montgomery
December 3, 2015
In this article, Roger writes about the baby boomer’s desperate search for yield.The bubble has burst but the fad lives on. Read here.
by Roger Montgomery Posted in On the Internet.
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Hard Landings
Roger Montgomery
November 6, 2015
Australians should have all eyes focused on China. China is the dog upon whose tail Australia is attached and our view, as you know, has been that the country would slow dramatically as it tries to rebalance from an economy heavily dependent on fixed asset formation to one reliant on the consumer. Continue…
by Roger Montgomery Posted in Foreign Currency, Insightful Insights.
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Is the booming market for vitamins and supplements about to go bust?
Roger Montgomery
October 29, 2015
In this interview with David Taylor, Roger comments on the high demand for Australian vitamins and supplements, will this bubble burst? Listen here.
by Roger Montgomery Posted in Radio.
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Beware investor bubble babble
Roger Montgomery
October 14, 2015
In this column published in the Herald Sun, Roger comments on the continuing rise of property prices. Read here.
by Roger Montgomery Posted in In the Press.
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