Read my latest article for the Australian titled, Why the onward march of AI and the tech titans demands change READ NOW
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This Time is Different?
Roger Montgomery
October 18, 2016
Roger discusses Reinhart and Rogoff’s book, This Time is Different, which reveals four repeating, key ingredients that proceed a financial crisis. What is in store for Australia?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Updating Realestate
Roger Montgomery
October 17, 2016
Realestate.com (REA:ASX) is the kind of business we like. It’s a price maker, not a price taker. We believe it will continue to perform well as the property market matures. Continue…
by Roger Montgomery Posted in Companies, Property.
TaggedREA Group (REA)- 5 Comments
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POSTED IN Companies, Property.TaggedREA Group (REA)
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ETFs are not idiot-proof – just dumb investing
Roger Montgomery
October 17, 2016
Lately, we’ve seen an escalation in marketing by providers of index funds, and truth has been the first casualty. To our way of thinking, index investing is simply dumb investing, geared to know-nothing investors. But if you’re reading this, then that’s not you.
Continue…by Roger Montgomery Posted in Investing Education.
Taggeddumb investing, ETF- 5 Comments
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POSTED IN Investing Education.Taggeddumb investing, ETF
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MEDIA
Switzer TV
Roger Montgomery
October 15, 2016
In this interview with Peter Switzer Roger Montgomery discusses the consequences of the ASX 200’s payout ratio that has risen from 55% to 80%. Where is the stock market headed for the next few months and is it still sensible to hold cash?
by Roger Montgomery Posted in TV Appearances.
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POSTED IN TV Appearances.Taggedcash, Switzer TV
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More things can happen than will happen
Ben MacNevin
October 14, 2016
Investing is an exercise in assessing the likelihood and impact of different futures, yet political campaigns are an exercise in championing a very specific future. So let’s pause to consider one future that is capturing the attention of many investors: the adoption of more protectionist trade policies in the United States. Continue…
by Ben MacNevin Posted in Market commentary.
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With a focus on the long term, we’re sticking with quality
Tim Kelley
October 14, 2016
Sometimes, the gyrations of the stock market can make our investment decisions look a bit ordinary. Take this year for example, in which a rebounding materials sector has easily outperformed the broader market. However, such moves don’t affect our investment philosophy. Our focus is strictly on longer term business fundamentals. Continue…
by Tim Kelley Posted in Market commentary.
Taggedmaterials, resources- 3 Comments
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POSTED IN Market commentary.Taggedmaterials, resources