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5 burdens of Bitcoin
Lisa Fedorenko
January 17, 2018
With all the volatility and noise around Bitcoin – we’ve written a few pieces about it here and here. Whilst it may have a first mover advantage – that doesn’t make it the only cryptocurrency worth understanding. Today I want to discuss some of the technical limitations of bitcoin. Continue…
by Lisa Fedorenko Posted in Editor's Pick, Foreign Currency.
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This year, you’ll be safer if you swim between the flags
Roger Montgomery
January 17, 2018
Only time will tell if a bull or bear market awaits investors in 2018. There’s plenty of ammunition for both scenarios. But I think it will pay investors to look closely at the boundaries marked by the bull and bear cases, and treat them like the flags between which they must swim.
Continue…by Roger Montgomery Posted in Editor's Pick, Market commentary.
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How does big data impact businesses?
Scott Shuttleworth
January 16, 2018
In this week’s video insight Scott discusses big data and how companies can exploit this data for sales and profitability improvements.
by Scott Shuttleworth Posted in Video Insights.
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The Case For and Against Consumption Growth: Part 2
Stuart Jackson
January 16, 2018
Late last year, I discussed some of the main arguments underpinning a bearish outlook for the Australian consumer and, in turn, major bank loan book growth. But what about the counter argument? In particular, could the tightening labour market create stronger wage growth and thereby boost consumption? Continue…
by Stuart Jackson Posted in Market commentary.
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Should value investors steer clear of Myer?
Roger Montgomery
January 15, 2018
There was a time when department stores were a go-to destination for most shoppers. But not anymore. Today, department stores are doing it tough. And, for the likes of Myer (ASX:MYR) and David Jones, there seems no respite in sight. Continue…
by Roger Montgomery Posted in Consumer discretionary.
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Farewell 2017, Hello 2018
David Buckland
January 2, 2018
As 2017 has drawn to a close, let’s take a look at the year that was. Excluding dividends, the Australian market put on 7.8 per cent in 2017, and 7.0 per cent in the six months to December. Over the year, several indices did significantly better, including the Hong Kong Hang Seng up 36.0 per cent, the US Nasdaq up 28.2 per cent, the Indian Sensex up 27.9 per cent, the New Zealand Gross 50 up 22.0 per cent, the US S&P 500 up 19.4 per cent and the Japanese Nikkei 225 up 19.1 per cent. Continue…
by David Buckland Posted in Market commentary.
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We wish you a Merry Christmas
Roger Montgomery
December 22, 2017
As we come to the close of another year, we would like to take the time to thank you and wish you all a safe and happy holiday season. Continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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