While US consumer spending, the US economy’s fundamental driver, fell 13.6 per cent in April, and recorded the steepest decline since 1959, the data is now a month old. More recently, the US Institute for Supply Management’s (ISM) Manufacturing Index for May rose to 43.1 from an 11-year low of 41.5 in April, suggesting the economy is rising up off the matt after being KO’d. Continue…

by Roger Montgomery Posted in Market commentary.

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Lately, we’ve seen a decent bounce in second-hand car sales, which is reflected in the rising share price of Australia’s largest listed car dealer, AP Eagers. But the big concern for dealers is that this uplift is being caused by the government’s economic stimulus measures, and that times will get very tough when the stimulus ends. Continue…

by Roger Montgomery Posted in Companies.

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As countries look to re-open their economies, the narrative from financial media circles has been one of re-opening and “V-shaped” recoveries to explain the recent rally in equity markets, despite the significant uncertainty that dominates real world events. Continue…

by Joseph Kim Posted in Investing Education.

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EML Payments (ASX:EML) is an exciting Fintech that delivers innovative payment processing technologies to organisations operating within many industries and countries. The business has weathered the COVID-19 lockdown much better than feared, and is now ideally placed to benefit as global economies reopen and the structural migration trend towards digital payments accelerates. Continue…

by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.

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I remember some years back hearing a ‘futurist’ predict that high-rise office buildings could end up being like the pyramids of Egypt – large relics for future generations to ponder. The COVID-19 work-from-home restrictions have made this prediction worth considering.  Investors now need to ask: is there trouble ahead for real estate investment trusts (REITs) with big office portfolios? Continue…

by Andreas Lundberg Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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