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Is the economy on the ropes, or getting back on its feet?
Roger Montgomery
June 13, 2020
Recent economic surveys paint a grim picture of business conditions, job ads and home lending. The question is: can the economy bounce back from the pummeling it took at the hands of the COVID-19 lockdown? Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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Is the share market removed from the reality of the global economy?
Roger Montgomery
June 12, 2020
Roger joined Michael McLaren on 2GB Overnight to discuss current market conditions. On Thursday the ASX came off strong, but that was off the back of seven straight days of gains, creating one of the quickest bull market recoveries in the history of the ASX.
by Roger Montgomery Posted in Radio.
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Day traders betting on Hertz could be in for a world of pain
Joseph Kim
June 12, 2020
COVID-19 stay-at-home orders have led to a surge in share trading, due to the lure of seemingly quick riches. The trouble is, many people are being drawn to extremely risky trades, particularly in the US. And, like moths to a flame, these traders could get badly burnt. Continue…
by Joseph Kim Posted in Companies.
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Why I’m being fearful during this market euphoria
Roger Montgomery
June 12, 2020
Warren Buffett famously said that, to be a successful investor, you should be fearful when others are greedy, and greedy when others are fearful. I think his advice is especially relevant in today’s ‘risk on’ environment, in which the fear of missing out is usurping the fear of loss. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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One man’s trash is another man’s treasure
David Buckland
June 11, 2020
Showing all the tenacity of his son Marnus – with a Test match batting average of 63.4 – Andre Labuschagne, Executive Chairman of Aeris Resources (ASX: AIS), has taken the opportunity to cement the position of the 24,000 tonne per annum Copper producer, in the Australian gold sector. Continue…
by David Buckland Posted in Companies, Stocks We Like.
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Why this market bounce has got me so perplexed
Roger Montgomery
June 11, 2020
The 11-year bull market in global equities, which COVID-19 finally brought to an end, came to be derided as the most unloved bull market in history. So, what to make of the strong, and similarly disparaged, bounce since March? Many investors look to be pricing in better times ahead, but media headlines are telling a different story. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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Why the HomeBuilder program is terrible public policy
Andreas Lundberg
June 11, 2020
During the GFC, the Federal Government rolled out ‘Building the Education Revolution’ to stimulate the construction sector. The scheme had merit, as it helped to fund schools, which are long-term public assets. The same cannot be said of the recently announced, and seriously flawed, HomeBuilder program. Continue…
by Andreas Lundberg Posted in Property.
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New data confirms the meteoric rise of online shopping
Stuart Jackson
June 10, 2020
The government-imposed COVID-19 lockdown accelerated a number of social trends. One of those was our increasing preference for online shopping. Recent data shows that even though the lockdown pushed total retail sales off a cliff in April, online sales shot up. And one retailer – Kogan – stood out from the pack. Continue…
by Stuart Jackson Posted in Companies, Consumer discretionary.
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