Check out my latest article for the Australian about the big supermarkets new ceo's making the same old mistakes READ HERE
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Money News 25.06.2019
Roger Montgomery
June 26, 2019
In this interview on Money News, Roger and Ross explain the yield curve. An inverted yield curve occurs when short-term interest rates exceed long-term rates. With much of the world experiencing an inverted yield curve, is this a bellwether for an economic recession?
by Roger Montgomery Posted in Radio.
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Car sales headaches may have unexpected benefit for The Montgomery Fund
Roger Montgomery
June 26, 2019
In the lead up to the RBA’s first interest rate cut in several years, governor Philip Lowe noted the negative ‘wealth effect’ from falling house prices would be felt most acutely by those retailing motor vehicles and household furnishings. Continue…
by Roger Montgomery Posted in Consumer discretionary.
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Beware companies issuing multiple downgrades
Roger Montgomery
June 25, 2019
Over the last few months, eight times as many ASX-listed companies have downgraded as upgraded. That’s an alarming figure, and reveals a serious decline in business conditions. The mission for all investors is to try to avoid companies issuing further downgrades. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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A tough ten-year anniversary for Julian Segal
David Buckland
June 21, 2019
Julian Segal has built an excellent reputation as a CEO getting the best out of highly cyclical businesses, at both Incitec Pivot for four years and at Caltex for the past ten years. It now seems the “cyclical gods” are against him. Continue…
by David Buckland Posted in Companies.
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