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A year of resilience and strategic evolution
Brett Craig
December 23, 2024
As the global economic landscape navigated another year of heightened uncertainty and subdued conditions, Aura Credit Holdings remained steadfast in its commitment to delivering value, adapting to change, and laying the groundwork for future growth. Continue…
by Brett Craig Posted in Aura Group.
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Merry Christmas
Roger Montgomery
December 20, 2024
As Christmas approaches and we gradually unplug from the frenzied activity of another year, I’d like to leave you with a brief summary of the year that was, provide some guidance on what 2025 might bring and offer you my prayers for a safe and peaceful Christmas. Continue…
by Roger Montgomery Posted in Market commentary.
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December ABC Nightlife – Finance
Roger Montgomery
December 19, 2024
This week, I had the pleasure of joining Phil Clarke on ABC Nightlife to reflect on the surprising performance of the share market in 2024 and to discuss my outlook for 2025. At the start of the year, many investors and advisers anticipated modest returns following a strong 2023. However, the market defied expectations, delivering even greater gains despite being described by some experts as a “melt-up.” During the episode, I shared insights into why I believe markets may not be as overvalued as they appear, along with what else is on the horizon.
by Roger Montgomery Posted in Radio.
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Is Big Australia a big mistake or a big lie?
Roger Montgomery
December 19, 2024
Why do we have a housing crisis? We’re told it’s because there isn’t enough housing, so the price to purchase or rent is too high for young people. There’s no denying the truth of those two answers. One might, however, choose to dig a little deeper: Why do we not have enough houses in Australia, and why are prices so high? Continue…
by Roger Montgomery Posted in Economics, Editor's Pick.
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Government bonds for sale. Eventually, you run out of other people’s money!
David Buckland
December 18, 2024
The U.S. recorded its 23rd consecutive federal deficit in the year to September 2024 at US$1.83 trillion, around 6.5 per cent of gross domestic product (GDP). For October and November 2024, the federal budget deficit hit US$622 billion, up US$242 billion or 64 per cent year-on-year. Admittedly, some of the jump was related to timing differences. Continue…
by David Buckland Posted in Economics.
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Any fears for 2025?
Roger Montgomery
December 17, 2024
At the beginning of 2024, investors and commentators were almost unified in their belief that after a solid 2023, more modest returns were likely. An article in the Australian Financial Review (AFR) at the beginning of the year described the market thus: “An inexplicable and self-perpetuating melt-up that veteran analysts unanimously agree defies the fundamentals is powering the broader index to all-time highs.” Continue…
by Roger Montgomery Posted in Market commentary.
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ABC Statewide Drive – What’s ahead for 2025
Roger Montgomery
December 16, 2024
In my recent interview on ABC Statewide Drive with Jess McGuire, I shared insights on the outlook for the stock market in 2025. We discussed how focusing on the combination of disinflation and positive economic growth can be key drivers of success, rather than getting caught up in the noise from the broader financial commentary. You can listen to my segment from the 1:45-minute mark here. ABC Statewide Drive – What’s ahead for the stock market in 2025
by Roger Montgomery Posted in Radio.
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Ausbiz – The “Euphoriameter”
Roger Montgomery
December 13, 2024
Yesterday, I appeared on ausbiz to share my thoughts on the current bull market, including the potential for a correction in January or a broader pullback next year. We discussed how disinflation and economic growth have historically supported innovative companies with pricing power. I also touched on sentiment indicators like the “euphoriameter”, highlighting that while these can signal extremes, the S&P 500 has historically continued to rally after past peaks. Continue…
by Roger Montgomery Posted in TV Appearances.
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