Read my latest article for the Australian titled, Why the onward march of AI and the tech titans demands change READ NOW
watch recent videos
watch more videos-
Transferring the pain from the levered Chinese property developers to the banks
David Buckland
November 30, 2023
As China reflated its economy in 2015, we saw a massive five-to-six-year tailwind assisting the property boom. Speculation and strong property prices led to over-supply, and the eventual carnage experienced by most highly levered Chinese property developers over the past two years. Continue…
by David Buckland Posted in Global markets, Property.
- save this article
- POSTED IN Global markets, Property.
-
Should we expect continued softness in retail sales?
Roger Montgomery
November 29, 2023
Unsurprisingly, consumer spending dominates all other categories and contributors to economic growth in a consumption-based economy such as Australia’s. Australia’s private consumption accounted for 49.8 per cent of nominal gross domestic product (GDP) in the June 2023 quarter. Australia’s private consumption contribution to the Nominal GDP ratio, which is updated quarterly, from Sep 1959 to Jun 2023, averaged a 56.2 per cent share. Continue…
by Roger Montgomery Posted in Consumer discretionary, Market commentary.
- save this article
- POSTED IN Consumer discretionary, Market commentary.
-
The RBA acknowledges boomers win and mortgagees lose
Roger Montgomery
November 29, 2023
Central banks across the globe find themselves in a challenging predicament, and our own Reserve Bank of Australia (RBA) faces a particularly delicate situation. In Australia, an intricate interplay of demographics and home ownership dynamics creates a paradox where those who bear the brunt of rising interest rates are not the ones fuelling the inflationary fire through their spending habits. Continue…
by Roger Montgomery Posted in Economics, Editor's Pick, Market commentary.
- 8 Comments
- save this article
- 8
- POSTED IN Economics, Editor's Pick, Market commentary.
-
Why I believe REA Group is one of Australia’s highest quality businesses
Roger Montgomery
November 28, 2023
I believe REA Group (ASX:REA), is one of Australia’s highest-quality businesses. REA Group’s online portal – realestate.com.au – is the go-to destination for people wanting to buy, sell or rent property. Price rises in all property related areas have led to substantial revenue and earnings growth and have turbo-charged REA Group’s share price. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Property, Stocks We Like.
- 5 Comments
- save this article
- 5
- POSTED IN Companies, Editor's Pick, Property, Stocks We Like.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
Insights from the Australian Securitisation Forum
Brett Craig
November 27, 2023
Last week the team attended the Australian Securitisation Forum. The event is held annually and brings together the leading industry bodies, representing participants in the securitisation and covered bonds markets. Continue…
by Brett Craig Posted in Aura Group.
- save this article
- POSTED IN Aura Group.
-
Is there a New South Wales housing solution on the way?
Roger Montgomery
November 27, 2023
In something of a ground-breaking move to address the housing affordability crisis in New South Wales, the government has unveiled a plan to expedite the construction of homes by fast-tracking buildings that choose pre-approved designs. This initiative aims to ease the burden on prospective buyers and renters who have long struggled to find affordable housing options. Continue…
by Roger Montgomery Posted in Market commentary, Property.
- save this article
- POSTED IN Market commentary, Property.
-
MEDIA
Ausbiz – Winners are grinners: how boomers are benefiting from inflation
Roger Montgomery
November 24, 2023
In my recent interview with Ausbiz, I aimed to spotlight the differential impact of rising interest rates on different age groups in Australia. Specifically, I emphasized how baby boomers tend to thrive in such conditions, while the younger generation, particularly those managing mortgages, face a contrasting scenario. Additionally, I delved into the intricate dynamics of domestic inflation and discussed socio-economic consequences arising from intergenerational disparities. Watch the full interview here. Ausbiz – Winners are grinners: how boomers are benefiting from inflation
by Roger Montgomery Posted in Market commentary, TV Appearances.
- save this article
- POSTED IN Market commentary, TV Appearances.
-
Is forecasting a waste of time?
Roger Montgomery
November 24, 2023
I have had my fair share of bad calls. After more than three decades of investing, it’s safe for me to predict that there is next to no advantage in making predictions. What does make sense is to invest in great businesses and great managers and allow enough time to pass to allow the process of wealth creation within these businesses to occur. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
- save this article
- POSTED IN Editor's Pick, Market commentary.