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Which retailers are surviving the digital disruption?
Roger Montgomery
February 27, 2018
Digital disruption is hitting the retail sector harder than most. But not all retailers have been affected to the same extent. Recent research by Citi sheds light on the winners and losers this latest reporting season. Continue…
by Roger Montgomery Posted in Consumer discretionary.
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US cash rates up from 0.5% to 3.5% in the three years to late-2019
David Buckland
February 26, 2018
If our friends at Deutsche Bank are right in forecasting the US unemployment rate to decline from the current 17 year low of 4.1 per cent to 3.2 per cent by-late 2019, the US Federal Reserve are going to have a delicate balancing act as they lift the cash rate in trying to keep inflationary expectations under control. Continue…
by David Buckland Posted in Global markets.
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A crash is coming, and Jim Rogers says it will be a doozy
Roger Montgomery
February 23, 2018
Legendary investor, Jim Rogers, is a famed perma-bear. But this month Rogers stepped it up. He predicted that the next bear market will be “the worst in our lifetime”, fueled by a world that is laden with debt, and that it will occur within the next two years.
Continue…by Roger Montgomery Posted in Editor's Pick, Market commentary.
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What does outstanding stock picking look like?
Tim Kelley
February 22, 2018
Many readers will have some familiarity with the sorts of returns a successful stock-picker might aim to produce. Often, a fund will have an explicit target of beating the market by an amount of, say, 5 per cent per annum over rolling 5-year periods. While it doesn’t sound dramatic, this sort of extra return can compound into a very dramatic difference to investor wealth over long periods of time, and so it is very valuable. Continue…
by Tim Kelley Posted in Investing Education.
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How worried should we be about higher home loan rates?
Scott Shuttleworth
February 22, 2018
Around $60 billion of interest-only loans are due to reset over the next four years. According to the Reserve Bank, that could create wider problems if the economy turns down.
Continue…by Scott Shuttleworth Posted in Financial Services.
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MEDIA
Money News 20.02.2018
Roger Montgomery
February 21, 2018
In this interview with Ross Greenwood on Money News I discussed the reporting season, one big company that is reporting tomorrow is Qantas. Listen to our view here.
by Roger Montgomery Posted in Radio.
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