by Roger Montgomery's Team Posted in Old Content.

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In this article for Firstlinks Roger discusses the dangers in both private equity markets and bond markets. Whether it is from these markets that the next black swan or contagion emerges remains to be seen but bubbles they are, without doubt. Read here.

by Roger Montgomery Posted in On the Internet.

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KISS, an acronym for ‘keep it simple, stupid’, is a principle that works well in the field of design. But not when it comes to the national economy.  It is thus a real worry that recent research finds Australia has a ‘simple’ economy that depends on relatively few sources of export income. This leaves us exposed to changes in demand for our products, and creates risks for our national wealth. Continue…

by Andreas Lundberg Posted in Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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David Buckland joined Ross Greenwood on Money News to discuss the impact of the RBA attempting unconventional methods of stimulating the economy. This includes printing more money or negative interest rates.

by David Buckland Posted in Radio.

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Back in November 1990, with the Australian economy deep in the doldrums, Treasurer Paul Keating uttered his now famous remark that this was “a recession that Australia had to have”.  It was, remarkably, Australia’s last recession. Today, with our economy again looking into the abyss, I believe there is a simple measure the government could take to prevent the next one. Continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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There has been a lot written about the death of value investing, and how growth investing has outperformed significantly over recent years. However, it is important to distinguish the difference between the traditional concepts of “value” investing – i.e. capital intensive industries trading at low price-earnings or other similar ratios (including price / book), with the concept of “valuation” – determining the present value of an asset. Continue…

by Joseph Kim Posted in Companies, Investing Education.

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