I have previously shared my view on Australia’s high energy prices and why investing in new coal producing power is a bad idea. Today, I would like to revisit what has happened in international liquefied natural gas (LNG) markets and compare it to what is happening to domestic gas prices. Continue…

by Andreas Lundberg Posted in Energy / Resources.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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Continuing my ongoing series of interviews with Montgomery investment staff, where I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. I catch up with an analyst on our global equities team who is visiting Sydney from our New York office – Amit Nath. Continue…

by Scott Phillips Posted in Montgomery News and Updates.

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There’s been a lot of talk of inverted yield curves in the US and whether they portend a recession or a stock market crash. But, I wonder whether we need to watch the yield curve as much as exuberance in stocks themselves? Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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In this interview on Money News, Roger discusses the dislocation between the stock market and economic growth. Another topic included bank earnings, the Commonwealth Bank of Australia cut rates on home lending products. Why?

by Roger Montgomery Posted in Radio.

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With reporting season over a month past, I thought it worthwhile to review some comments made by senior management of companies during reporting season as the noise settles down and there is a period of time to reflect on what has occurred and how things may evolve over the next 6-12 months (and longer). Continue…

by Joseph Kim Posted in Companies, Editor's Pick.

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by Roger Montgomery's Team Posted in Old Content.

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