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How will the U.S. election impact stock markets?
Roger Montgomery
November 5, 2024
We first published this blog back in August, but that might have been a little premature. With the U.S. voting for their next president in 24 hours, we think publishing today is more timely. Enjoy.
While the U.S. presidential campaign is entertaining to watch from afar (and more than a little disturbing this time around), spare a thought for our friends in the U.S. who have to sort through the rhetoric, lies, and assassination attempts to select their leader for the next four years. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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Always bet on self-interest
Roger Montgomery
November 5, 2024
Famed 20th-century British author Gilbert Chesterton (1874-1936) once observed, “The poor have sometimes objected to being governed badly. The rich have always objected to being governed at all.” Continue…
by Roger Montgomery Posted in Economics, Editor's Pick.
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Myth: Private credit only involves lending to distressed businesses and sectors/industries
Roger Montgomery
November 4, 2024
In this short video, I was joined by Brett Craig, Director at Aura Credit Holdings, our partner in private credit, to addresses a common misconception: that private lending is only for distressed businesses. Brett explains that the Aura Private Credit Income Fund does not deal with distressed debt but focuses on providing capital to quality Australian businesses. After regulatory changes post-GFC, major banks shifted focus, leaving a $400 billion funding gap that private credit funds are now filling to help these businesses grow and thrive. Continue…
by Roger Montgomery Posted in Aura Group, Video Insights.
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November ABC Statewide Drive – Money Matters
Roger Montgomery
November 1, 2024
Yesterday afternoon, I joined Jess McGuire on ABC Statewide Drive for the Money Matters segment, where we discussed the critical role of company boards during times of crisis. We explored how comnpany boards should approach challenging situations. The conversation highlighted the responsibilities of board directors to act swiftly and responsibly, balancing the interests of shareholders, managers, and the broader community. Continue…
by Roger Montgomery Posted in Radio.
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The Money Puzzle – Are wayward CEOs costing you money?
Roger Montgomery
November 1, 2024
Last night, I joined James Kirby on The Australian podcast, The Money Puzzle, to discuss the crucial role company boards play in managing CEOs, particularly when poor leadership behaviour starts impacting shareholder value. With recent scandals involving companies like Qantas (ASX:QAN), WiseTech (ASX:WTC), and Mineral Resources (ASX:MIN), we examined how a CEO’s actions can significantly affect both public trust and financial returns for investors. We also took listeners’ questions and discussed the current advantages and disadvantages of artificial intelligence (AI).
Continue…by Roger Montgomery Posted in Podcast Channel.
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“It’s the economy, stupid”
David Buckland
November 1, 2024
My friend Mick Mulvaney was in town recently. Mick was a former Republican Congressman for South Carolina from 2011 to 2017 and served as director of the U.S. Office of Management and Budget, acting director of the Consumer Financial Protection Bureau and White House Chief of Staff from January 2019 to March 2020, under President Donald Trump. A big achievement for someone who had publicly called Trump “a terrible human being”. Continue…
by David Buckland Posted in Economics.
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- POSTED IN Economics.
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Ausbiz – AI’s winners and losers
Roger Montgomery
October 31, 2024
In this morning’s Ausbiz episode, I discussed how generative artificial intelligence (AI) might ultimately benefit consumers more than shareholders. We explored the distinct roles within the AI landscape: “upstream” companies like Nvidia (NASDAQ:NVDA) and Intel (NASDAQ:INTC) provide essential infrastructure, while “downstream” firms like Apple (NASDAQ:AAPL), Google (NASDAQ:GOOG), and Microsoft (NASDAQ:MSFT) apply the technology but face slowing profit growth. Amazon (NASDAQ:AMZN), interestingly, occupies a “midstream” position, balancing both infrastructure and application. Continue…
by Roger Montgomery Posted in Technology & Telecommunications, TV Appearances.
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Temple & Webster’s AGM and Trading Update
Roger Montgomery
October 31, 2024
Temple & Webster (ASX:TPW), one of Australia’s leading online furniture and homewares retailers, held its annual general meeting (AGM) on October 24, 2024 and provided a trading update that featured robust sales growth, strategic marketing initiatives, and ambitious future targets. Continue…
by Roger Montgomery Posted in Companies.
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