It has been noted by some economic observers that Fed Chairman Jerome Powell has, in 2021, been consistent in one aspect of his predictions about inflation; that he’s consistently wrong. The message, as we’ve discussed here at the blog throughout the year, is that inflation is transitory. Base effects will ensure inflation turns to disinflation with the passage of another year, and capitalism’s supply response will solve the bottlenecks in global commodity supply chains. Continue…

by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.

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Gary Rollo joined Chris Judd on Talk Ya Book to discuss a microcap pick in the telco and e-sports space, Pentanet (ASX: 5GG). Pentanet is a Perth based high-speed internet provider although our investment thesis is based on their volume growth opportunity in cloud gaming.

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by Gary Rollo Posted in Companies, Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like.

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We recently mentioned Capricorn Metals (ASX:CMM) as a stock to watch with the company entering the commissioning phase of the Karlawinda project. Since then, there have been a couple of notable developments from the company including an acquisition and an operating update which has helped support our thesis. Continue…

by Joseph Kim Posted in Companies, Stocks We Like.

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In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss the significant tailwind of decarbonisation and the ramifications for Lithium and Copper. The two stocks in focus include Pilbara Minerals (ASX:PLS) and Aeris Resources (ASX:AIS) and which, on a combined basis, make up more than 5 per cent  of the Montogmery Small Companies Fund portfolio. Continue…

by David Buckland Posted in Companies, Stocks We Like, Video Insights.

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Finally, Australia’s vaccine rollout is beginning to gain traction. In July, around 4.5 million vaccinations were administered – more than double the rate achieved in May. While we’re still playing catch-up with other countries, like Israel, the UK and USA, it’s heartening to see we are working our way back to life as we once knew it. The aim now is to get 80 per cent of the population fully vaccinated as fast as possible. Continue…

by Roger Montgomery Posted in Market commentary.

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Soaring house prices in Australia and overseas are but one aspect of the asset price inflation that is now gripping much of the world. While this may be good for the owners of those assets, it is leading to increased inequality within and between countries. And that’s a phenomenon that, history shows, often ends badly. Continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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Roger Montgomery joined James Kirby in this episode of The Australian’s Money Cafe to discuss how to find value on the ASX, whether the capital city property market is expensive or relative, and a share market ‘pick’ ready to reward for years to come.

by Roger Montgomery Posted in Podcast Channel.

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The Chinese government has just released a number of new regulations for its USD $100 billion after school tutoring industry (AST). The new regulations effectively eliminate most of the sector and materially impair the current capital deployed in these industries. Continue…

by David Buckland Posted in Companies.

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