The Baltic Dry Index (BDI) reflects global demand for major raw materials – like coal, iron ore and grain.  It is therefore a leading indicator of future economic activity.  So it pays to watch it closely.  Right now, the index does not fill us with confidence. Continue…

by David Buckland Posted in Market commentary.

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Blackmores (ASX:BKL), which started the year as a ‘market darling’, trading at around $220 per share, is now trading closer to $110.  Not only that, it’s also one of the most heavily shorted stocks on the ASX200.  Is BKL’s fall justified, or has the market overreacted? Continue…

by Tim Kelley Posted in Companies, Market commentary.

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When the share price of Healthscope plunged 30% in October, we received numerous queries from many of our thousands of investors and readers.  In short, they were asking: after a price dive like that, what did we think about the business now? Continue…

by Roger Montgomery Posted in Editor's Pick, Health Care.

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One of the most important reasons for investing is to build up enough assets to support us post our working lives. Not many of us want to rely on the forever-reducing government pension! So it’s only natural to ask: “how long can I expect to live?” Continue…

by Scott Phillips Posted in Market commentary.

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I have previously explained how, in an environment of low interest rates (that will eventually rise), and record high asset prices (that will eventually decline), now is the time to instruct to your adviser to investigate alternative strategies such as market neutral funds. After reading today’s blog you may be asking your adviser or the team at the family office team to ‘speed it up’.

by Roger Montgomery Posted in Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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The Australian Government has announced it will cut the cost of thousands of medical devices, from pacemakers and lenses to knees and hips. It claims its prostheses price reform will “take pressure off private health insurance premiums”. But looking behind the numbers, it’s hard to get too excited. Continue…

by Ben MacNevin Posted in Health Care.

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As we have written before, signals are everywhere. Pay attention to them, and you won’t need to wait for data to confirm that a trend has changed. Which brings us to the latest signals from our property market. Continue…

by Roger Montgomery Posted in Property.

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