Check out my latest article for the australian, where i discuss how the U.S. inflation shock could signal the bull run’s end READ NOW
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SKY BUSINESS WITH TICKY FULLERTON FEATURING ROGER MONTGOMERY: 6 DECEMBER 2017
Roger Montgomery
December 12, 2017
Roger joined Ticky Fullerton on Sky Business to discuss bitcoin, the cryptocurrency has continued its unstoppable rally. It may be interesting to know that not many people own it, there’s only 500,000 wallets globally that have more than US $10,000 in bitcoin.
by Roger Montgomery Posted in TV Appearances.
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Six reasons to be wary right now
David Buckland
December 11, 2017
This year we’ve seen the most synchronized expansion of global economic activity since the GFC. It’s certainly helped propel share markets. But with little reaction from the bond market, the goldilocks scenario – not too hot, not too cold – is being priced for perpetuity. Is this realistic? I don’t think so. I can think of six reasons to be wary right now. Continue…
by David Buckland Posted in Market Valuation.
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Will Amazon turn retailing on its head?
Roger Montgomery
December 11, 2017
Ahead of the arrival of Amazon, investors smashed the share prices of many Aussie retailers. These include hitherto great businesses like JB Hi-Fi, which has plunged around 25 per cent this year, despite delivering record sales and profits. Although after its launch last Tuesday, do we still think dark times are expected? Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
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What does China and Sydney Property have in Common?
Roger Montgomery
December 9, 2017
A couple of very interesting articles in the Australian Financial Review (AFR) recently are worth bringing to your attention given that continuing extremely low levels of volatility suggests nobody is worried about anything at all. Continue…
by Roger Montgomery Posted in Property.
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