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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New data show slowing loan growth for the big banks
Stuart Jackson
June 5, 2017
The Reserve Bank and APRA have just released their credit statistics for April. The numbers show a slowing in loan growth rates that was consistent with the recent major bank results to March 2017. The source of slowing is primarily from weakening growth in loans to the corporate sector, while mortgage book growth remains reasonably stable at around 7% year on year. Continue…
by Stuart Jackson Posted in Financial Services.
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- POSTED IN Financial Services.
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We banked on it
Roger Montgomery
June 5, 2017
Back in January this year, The Montgomery Global Fund’s Portfolio Manager, and CIO for Montaka Global Fund, Andy Macken wrote a blog here warning investors about the quality of Bendigo and Adelaide Bank’s (ASX:BEN) earnings. Continue…
by Roger Montgomery Posted in Editor's Pick, Financial Services, Global markets, Insightful Insights, Investing Education.
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Roger Montgomery
June 5, 2017
Asset prices across all investment classes are at record highs, including and perhaps especially assets that produce no income. Continue…
by Roger Montgomery Posted in Market commentary.
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Is it time to head for the exits?
Tim Kelley
June 2, 2017
Altair Asset Management made headlines this week with its decision to liquidate its portfolios, reasoning that it intends to avoid a market crash. Altair’s bold move came in the midst of a growing media focus on the extent of overvaluation – and potential risk – in asset markets, including equities, property and collectibles. Continue…
by Tim Kelley Posted in Market commentary.
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Why we continue to put Vocus on hold
Scott Shuttleworth
June 1, 2017
Just 12 months ago, Vocus Group (ASX: VOC) soared above $9. Unfortunately, for investors who held on (happily not us – we sold out near the top) that was as good as it got. The telco’s share price has since plunged to around $3, which prompted us to re-evaluate the business. What we found failed to give us a buzz. Continue…
by Scott Shuttleworth Posted in Technology & Telecommunications.
