End of an epoch - Warren Buffet retires. What do investors need to know? READ HERE to learn more.
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Is it a fad? Yes, always
Roger Montgomery
March 9, 2022
Is this a fad? This is one of the questions an investor must always ask themselves, no matter what company they are investigating. And when the company in question is fitness related, the answer is it usually is a fad. Continue…
by Roger Montgomery Posted in Companies.
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No sustainability without security
David Buckland
March 8, 2022
In his article in Friday’s Australian Financial Review, Kenneth Rogoff, Professor of Economics and Public Policy at Harvard University, wrote the US and Europe “needs to put energy security on a par with environmental sustainability”. Continue…
by David Buckland Posted in Editor's Pick, Energy / Resources, Market commentary.
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Is it simply greed that motivated Putin to invade the Ukraine?
Roger Montgomery
March 7, 2022
In 2015, Professor Karen Dawisha – a renowned Russian scholar – published a book titled Putin’s Kleptocracy: Who Owns Russia? It details Russia’s politically driven system of economic predation, which has resulted in the greatest inequality[1] of any developed nation. Her book documents numerous cases of government theft, and provides the context for Russia’s invasion of the Ukraine. Continue…
by Roger Montgomery Posted in Market commentary.
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Why sky-high property prices are here to stay – for now
Roger Montgomery
March 4, 2022
When it comes to explaining our booming property market, one thing stands out: access to cheap loans. So I’m sure many property owners would have breathed a sigh of relief this week when the Reserve Bank of Australia confirmed the historically low overnight cash rate of 0.1 per cent would remain unchanged. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Why Ukraine is not the only concern for investors
Roger Montgomery
March 4, 2022
The war in Ukraine is, appropriately, a major concern for all of us. And while we hope democratic western nations do everything possible to stop Putin in his quest to subjugate and vanquish Ukrainians, it is not the only issue for investors. Here are some of the other major issues to keep an eye on. Continue…
by Roger Montgomery Posted in Market commentary.
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The history of organised trading in marketable securities
David Buckland
March 3, 2022
Organised trading in marketable securities began in Amsterdam in 1602, London in 1698 and New York in 1792. Fast forward to both 1900 and 2021, and stock-markets were a very different place. In 1900, the top four markets represented 56 per cent of world market capitalisation. Continue…
by David Buckland Posted in Market commentary.
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MEDIA
ABC The Business: Why Russia’s invasion of Ukraine is bad for world economies
Roger Montgomery
March 2, 2022
Roger joined Rachel Pupazzoni on ABC The Business to discuss the current conflict between Russia and Ukraine. While the current situation is tragic, is it bad for investors? Since WWII there has been dozens of conflicts and all of them have produced a similar pattern for investors. Learn more in this interview where you can hear my thoughts from the 8:50 minute mark.
by Roger Montgomery Posted in TV Appearances.
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What to expect from markets during the Russia and Ukraine war
Roger Montgomery
March 2, 2022
In this week’s video insight Roger discusses the terrible events unfolding in Ukraine, resulting from Russian military action, which are above all else a human tragedy. There isn’t always a straight-line relationship between geopolitical shocks and financial market responses. Continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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