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Why negative yielding bonds are more than troubling
Roger Montgomery
September 25, 2019
In this week’s video insight Roger discusses negative yielding bonds. Normally you would expect that negative yielding bonds would be a temporary situation but this situation has lasted longer than anyone has anticipated. Is it a sign of a recession? And what does it actually mean when you buy a bond with a negative yield?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Money News 24.09.2019
Roger Montgomery
September 25, 2019
In this interview on Money News, Roger and Deborah Knight question whether anecdotal support for an investment case can be a good starting point? A few years ago, Warren Buffett doubled his stake in Apple after he spoke to his great grandchildren and their friends on how to use the IPhone.
by Roger Montgomery Posted in Radio.
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Who will win the battle over airport pricing?
Joseph Kim
September 25, 2019
Right now, there’s a battle being fought in the media between Australia’s airport owners and the airlines that use them – Qantas and Virgin in particular – over the pricing of airport operations. The gloves are definitely off. But setting aside the arguments around relative pricing power of monopolies vs duopolies, one quirk of the debate focuses around falling bond rates, and how this impacts the investment landscape. Continue…
by Joseph Kim Posted in Companies.
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What if interest rates don’t go to zero?
Roger Montgomery
September 24, 2019
When it comes to investing, it can often pay dividends to zag when everyone else is zigging. And that’s equally so when it comes to interest rates. At a time when everyone is assuming that rates will go to zero – and possibly beyond – it may be worth stepping back and pondering… what if they don’t? Continue…
by Roger Montgomery Posted in Market commentary.
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How soon till we see the collapse of profitless prosperity?
Roger Montgomery
September 23, 2019
Is it just me? Or have investors in loss-making US technology companies, like Uber, gone completely insane? As a value investor, I see no good reason to fork out good money for businesses that have never made a profit, and possibly never will. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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The Property Couch – Chat with Australia’s Warren Buffett
Roger Montgomery
September 21, 2019
Roger joined Bryce Holdaway & Ben Kingsley on The Property Couch to discuss everything you need to know about value investing and the property market. Tune in to find out how you can take advantage of booms and busts in the share market and shares vs. property, what does it come down to? Listen here.
by Roger Montgomery Posted in Editor's Pick, Podcast Channel, Talks.
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