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Quality and patience are key
Tim Kelley
October 4, 2017
Humans are hard-wired, it seems, with an affinity for narrative over data. When the equity market falls over the course of a day, for example, we want an explanation for what happened. Something vague and unprovable like “profit taking” will do nicely. This explanation offers no real insight into the market, or what it might do tomorrow, but it accounts for the behaviour in familiar and immediate terms, and any explanation is preferable to a shrug of the shoulders or a dry, statistical account of market variability. Not as honest perhaps, but certainly more comforting. Continue…
by Tim Kelley Posted in Investing Education.
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Real growth in Real estate
Roger Montgomery
October 3, 2017
As many of you know, we have long been supporters of the REA Group (ASX: REA) story with the company a longer term holding in both our domestic and global funds.
Initially we were attracted to the very high rates of return on equity and little or no debt – a function of the company’s dominant position and its ability to charge higher prices even after a decade of competitors offering the same service for free. Continue…
by Roger Montgomery Posted in Companies, Property.
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I am not a robot, I am a human being
David Buckland
October 3, 2017
As technological innovations increasingly edge into the workforce, many people fear that robots and machines are destined to take jobs humans have held for decades. Over the last two decades, automation has replaced blue collar jobs in manufacturing and warehousing, and now white collar jobs are increasingly under threat. Continue…
by David Buckland Posted in Manufacturing.
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Major banks put an end to the great ATM rip-off
Stuart Jackson
September 29, 2017
The major banks recently announced they will no longer charge fees to customers using their ATMs, even if they are accessing an account with another bank. This is a pretty big change in policy, and carries some downside risks. So, why did they do it, and what does it mean for investors? Continue…
by Stuart Jackson Posted in Financial Services.
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Red flags are everywhere, making us anxious about this market
Roger Montgomery
September 28, 2017
According to the Bank of International Settlements, there are now more margin loans supporting buying in the US stock market than during the tech boom of 1999/2000. And those loans are chasing an ever-narrowing band of tech stocks on the back of a ‘fear of missing out’. This is just one of the many red flags making us nervous right now. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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MEDIA
Money News 26.09.2017
Roger Montgomery
September 27, 2017
In this interview with Ross Greenwood, Roger Montgomery discusses Telstra, Myer and current warnings in the market including an increasing concentration of money in a narrowing band of companies.
by Roger Montgomery Posted in Radio.
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