Whitepaper: As US tech stocks unwind, I’m as convinced as ever that index ETFs are a bubble. read here
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A quick Melbourne Cup day puzzle
Andrew Macken
November 6, 2018
November 6 marks a significant day in Australia – with the Melbourne Cup; and in the United States – with the Midterm Elections. At the time of writing this blog, neither had yet taken place, though many were making bets on the outcomes for sport. Continue…
by Andrew Macken Posted in Insightful Insights, Investing Education.
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Reducing our Weighting to Cash
Tim Kelley
November 6, 2018
In this week’s video insight Tim discusses The Montgomery Fund’s cash weighting. As value has not been easy to find, we are happy to hold cash for a couple of reasons. In October, a window of opportunity started to open and we have deployed some of our cash.
by Tim Kelley Posted in Editor's Pick, Video Insights.
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Volatile world markets are telling us to stay cautious
Roger Montgomery
November 5, 2018
For the last year or so, we’ve been warning readers that the extended run-up in world markets was getting closer to the end. While October’s price falls saw some of the froth blown off the top, we think this may be just the beginning of a long grind lower. Continue…
by Roger Montgomery Posted in Market commentary.
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When looks can be deceiving
Andrew Macken
November 5, 2018
As happens four times per year in global equity markets, publicly-listed companies are currently reporting their results for the third calendar quarter of 2018. This is not only an enormous undertaking for the disclosing businesses, it is also a busy time for equity analysts and fundamental investors who carefully dissect disclosures looking for new insights. Continue…
by Andrew Macken Posted in Editor's Pick, Investing Education.
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In Markets, Sometimes the Minority Rules
Amit Nath
November 2, 2018
We recently finished reading Nasim Taleb’s latest book, “Skin in the Game” and thought it would be useful to share some of our insights from it in the context of our investment process here at Montgomery Global. Continue…
by Amit Nath Posted in Investing Education.
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An unhappy birthday to Bitcoin
Daniel Wu
November 2, 2018
Bitcoin, the original decentralised digital ledger that spawned a wave of speculative cryptocurrencies, turned 10 years old this week. Born from a nine-page whitepaper published under the pseudonym Satoshi Nakamoto on October 31, 2008, Bitcoin promised to be a “peer-to-peer electronic cash system” that would eliminate the need for trust and hence the reliance on a centralised authority. One wild decade later, has Bitcoin fulfilled its promise? Continue…
by Daniel Wu Posted in Editor's Pick, Market commentary.
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Inflation, what is happening and what conclusions can we draw
Andreas Lundberg
November 1, 2018
Most people are familiar with the concept of inflation. As a quick recap, it is the process whereby prices tend to increase over time. A positive, but low, level of inflation is generally seen as positive for a number of reasons and central banks tend to manage their interest rates to try to hit an inflation target of generally around 2%. Continue…
by Andreas Lundberg Posted in Economics.
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Are there profits from the 5G revolution?
Roger Montgomery
November 1, 2018
In this article for Cuffelinks Roger discusses fifth generation (5G) technology and the offer of radically faster 5G speeds. Nearly 80 per cent of the estimated US$350 billion spend on 5G infrastructure will be on hardware and network transformation projects. 5G will produce some winners and many losers, where are the opportunities? Read here.
by Roger Montgomery Posted in On the Internet.
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