I discussed market trends and investment opportunities in a recent InvestmentMarkets webinar WATCH HERE
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Suddenly, cash has rarity value
Roger Montgomery
May 11, 2017
When should you hold more cash? The simple answer is: when fewer people are holding it. Because that’s when it’s most valuable. And, right now, after the stampede to other asset classes, cash is more valuable than it has been for some time. Continue…
by Roger Montgomery Posted in Market commentary.
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How network effects are made – and broken
Lisa Fedorenko
May 10, 2017
Look at any tech IPO nowadays and I bet you come across the term “network effects”. Network effects give a business a strong competitive advantage and are a source of value creation. So, what are they, how do they come about, and how can they be disrupted? Continue…
by Lisa Fedorenko Posted in Technology & Telecommunications.
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Are banks and resources starting to roll over?
Roger Montgomery
May 9, 2017
In this week’s video insight Roger discusses the outlook for banks, retailers and resource companies. He also discusses the recent performance of Montgomery’s domestic and global funds.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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How to use shrinkage to fine-tune your forecasts
Tim Kelley
May 9, 2017
The acclaimed economist, John Kenneth Galbraith, once quipped: “The only function of economic forecasting is to make astrology look respectable.” Sometimes, it feels like the same can be said of investment forecasting, because predicting the future is not easy. But there are tools we can use to help minimise errors. Continue…
by Tim Kelley Posted in Investing Education.
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Sky Business: Switzer TV featuring David Buckland
David Buckland
May 8, 2017
David Buckland joins Peter Switzer on Switzer TV for a look at the stocks he’s watching and how the market is performing right now.
by David Buckland Posted in TV Appearances.
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What you can learn by attending an equity conference
Andreas Lundberg
May 5, 2017
Each year brings forth a new batch of invitations to equity and investor conferences. At first glance, the conferences seem informative. But is there really any value in attending? Well, having just gone to my first one for some time, I thought I’d present a few thoughts on what I think you will – and won’t – get out of a conference. Continue…
by Andreas Lundberg Posted in Market commentary.
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