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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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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by Roger Montgomery's Team Posted in Old Content.

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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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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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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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by Roger Montgomery's Team Posted in Old Content.

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