by Roger Montgomery's Team Posted in Old Content.

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In this week’s video insight David compares Australia’s top five businesses to the global top five and provides various observations. Interestingly, there are only three non-American businesses in the global top ten. Do you have enough global equities exposure in your portfolio?

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by David Buckland Posted in Video Insights.

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by Roger Montgomery's Team Posted in Old Content.

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Artificial Intelligence (AI) is no longer the stuff off sci-fi movies. From SIRI to self-driving vehicles, it’s now part of everyday life. So far, we’ve mainly seen the benefits. But many experts are warning that, unless society takes control of the technology, the downside could be massive. Continue…

by Roger Montgomery Posted in Editor's Pick, Technology & Telecommunications.

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In the nine months since June 2017, the share price of Kogan (ASX: KGN), Australia’s online retailer, has soared by almost 460 per cent.  But is this Amazon style company now over-priced?  For an answer to that, look no further than the recent stock sales by KGN directors. Continue…

by Roger Montgomery Posted in Companies, Consumer discretionary.

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by Roger Montgomery's Team Posted in Old Content.

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In this interview with Ross Greenwood on Money News I discussed the current bubbles we are seeing, there is a stock market bubble and a bond market bubble. Should investors be cautious?

by Roger Montgomery Posted in Radio.

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We’re keen to keep an eye on retail sales. You might recall we have previously explained that on the positive side, unemployment if very low, is very good for retail conditions.  On the negative side wages growth has been stubbornly flat and retailers have been unable to pass on any price rises. Continue…

by Roger Montgomery Posted in Consumer discretionary.

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