Bond markets signal caution – time to pay attention READ HERE to learn more.
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Jobs vs lives: the tough decision governments have to make
Roger Montgomery
April 21, 2020
When you compare our COVID-19 experience to that of other countries, it’s clear that our governments – at all levels – have done a stellar job in keeping almost all of us safe. They’ve done this by shutting down much of our economy. But now they’re faced with the inevitable dilemma: how soon to open it again? Continue…
by Roger Montgomery Posted in Market commentary.
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Why Flight Centre needed to raise capital – and fast
Joseph Kim
April 20, 2020
With the Australian share market rallying strongly in April off the 25 March low, there has been a spate of capital raisings by cash-strapped companies looking to reduce debt and/or ‘pay the bills’. One of those is travel retailer, Flight Centre (ASX:FLT). In this 2-part blog, I outline our assessment of the business in the face of COVID-19 risks and the likelihood of negative earnings for the foreseeable future. Continue…
by Joseph Kim Posted in Companies.
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How to invest into an unknowable future
Roger Montgomery
April 17, 2020
Danish physicist, Niels Bohr, is reputed to have quipped that “It is very hard to predict, especially the future.” And never has this been more so than right now. Amid a confluence of events for which there are no precedents, it is impossible to make perfectly informed investment decisions. However, even with this extreme level of uncertainty, I believe there are principles investors can use to help guide their decisions. Continue…
by Roger Montgomery Posted in Market commentary.
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Beware when the market and the economy are out of sync
Roger Montgomery
April 16, 2020
Following its one-month 36 per cent decline from peak (20 February 2020) to its low (23 March 2020), the ASX200 has bounced 20 per cent. That’s a return most investors would be happy with over a year. The question is whether such optimism is warranted. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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