A combination of booming protein consumption in China, drought in Australia and African swine fever is sending meat prices sky high. That’s great news if you’re a producer. But not so good if you’re a meat eater. To paraphrase former PM, Malcolm Turnbull, there’s never been a better time to be a vegetarian. Continue…

by Roger Montgomery Posted in Market commentary.

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Insolvency practitioners – who turn around failing businesses, or wind them up – are the canary in the economic coal mine. Right now they’re expanding and hiring more staff, which suggests they’re preparing for challenging economic times ahead. And that spells bad news for our retailers. Continue…

by Roger Montgomery Posted in Companies, Consumer discretionary.

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by Roger Montgomery's Team Posted in Old Content.

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Roger Montgomery joined Ross Greenwood on Money News to dissect the retail sector. The worse economic figures look, the better the stock market. How does this work? Consumer discretionary stocks are up 29 per cent calendar year to date, but retail conditions are particularly tough.

by Roger Montgomery Posted in Radio.

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by Roger Montgomery's Team Posted in Old Content.

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With rising stock prices and falling yields, long-term equity investors can expect a lower return today than in years gone by. How tough do they have it? Continue…

by Tim Kelley Posted in Investing Education.

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Sorry to let ethics creep into my blog, but sometimes you just have to make a statement.  You see, right now, China is carrying out highly repressive policies reminiscent of George Orwell’s Nineteen Eighty-Four.  Given China’s global ambitions, these are scary times not just for Chinese people, but for all people who value freedom and democracy. Continue…

by Roger Montgomery Posted in Editor's Pick, Insightful Insights.

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In this video for Livewire Gary outlines two cycles that he believes are about to take a turn for the better and shares one of the ways he is investing to gain exposure. Watch here.

by Gary Rollo Posted in On the Internet.

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