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Keeping Tabs on Property
Roger Montgomery
March 13, 2019
Home loan declines accelerated in January, falling 2.1 per cent in the month and 20.6 per cent compared to January 2018. This is the worst year-on-year fall since the GFC and loans are now down almost 25 per cent from their peak. How does this impact the mortgage system growth for the banks? Continue…
by Roger Montgomery Posted in Property.
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The age of autonomous vehicles is closer than you think
Roger Montgomery
March 13, 2019
In a recent report by BIS Research*, the autonomous vehicle market was estimated at 6.6 million units in 2017 and is anticipated to reach 67.5 million units by 2028. This new technology will have a disruptive impact on jobs, not to mention firms linked to the auto industry, like Sydney Airport (think car parking revenues), Cabcharge, Transurban, Automotive Holdings, AP Eagers and Carsales, Bapcor, Super Retail Group and many others. Continue…
by Roger Montgomery Posted in Technology & Telecommunications.
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Has Appen acquired a Committed Leadership Team?
Roger Montgomery
March 12, 2019
ASX-Listed crowdsourced data company, Appen (ASX:APX) has just announced its intention to purchase Figure Eight for its “Leading Tech Platform.” Appen will pay US$175 million upfront, which is circa 5.7 times 2018 revenue. It will also pay up to another US$125 million in March 2020 on outperformance of incremental 2019 subscription revenue targets. Continue…
by Roger Montgomery Posted in Companies.
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Jobs report sends mixed signals about US economy
Daniel Wu
March 12, 2019
Data released in the United States on Friday, for nonfarm payrolls, shows a slump in the numbers. Seasonally adjusted the numbers for February were 20,000, down from 311,000 additions in January and 227,000 in December, and well below the 180,000 new jobs expected by economists.
Continue…by Daniel Wu Posted in Global markets.
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Why we’re excited about the next market sell-off
Roger Montgomery
March 11, 2019
I think we could see another meaningful pullback in global equities, triggered by volatility in U.S. bond markets. It’s a scenario we are looking forward to as it creates a fresh opportunity to invest in quality businesses at the right price. Continue…
by Roger Montgomery Posted in Market commentary.
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Trading Day Live Featuring Roger Montgomery: 8 March 2019
Roger Montgomery
March 11, 2019
Roger joined Ingrid Willinge on Your Money’s Trading Day Live to discuss Australia’s growth outlook. Is the RBA too aggressive with its GDP forecast? The weak data we see may force the RBA to revise their forecast and maybe even cut rates.
by Roger Montgomery Posted in TV Appearances.
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Identifying the Problem Before Pursuing a Solution: Greenhouse Gasses
Amit Nath
March 11, 2019
“According to multiple studies published in peer-reviewed scientific journals, 97 per cent or more of actively publishing climate scientists agree, climate-warming trends over the past century are extremely likely due to human activities”. This is considered a “scientific consensus” according to NASA. Continue…
by Amit Nath Posted in Insightful Insights.
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An alternative way to look at the largest ASX-listed companies
Tim Kelley
March 8, 2019
One of the more profound changes to the practice of investment management in recent years has been the improvement in the availability of information; a change driven by both regulation and technology. Continue…
by Tim Kelley Posted in Companies, Investing Education.
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