If you’re about to travel to the US, you’ll be gladdened by the trajectory of the Australian dollar (AUD). After falling to around US75c in December, it’s now buying around US80c. For Australian companies, however, the picture is far more complex. So I thought I’d have a look at some of the likely winners and losers from changes in the AUD. Continue…

by Andreas Lundberg Posted in Foreign Currency.

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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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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.
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by Roger Montgomery Posted in Editor's Pick, Market commentary.

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In this week’s video insight Scott discusses big data and how companies can exploit this data for sales and profitability improvements.

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by Scott Shuttleworth Posted in Video Insights.

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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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by Roger Montgomery's Team Posted in Old Content.

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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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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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