Check out Roger's recent interview on the Fear & Greed podcast about small caps to watch this reporting season listen here
watch recent videoswatch more videos
December 19, 2023
In my final video insight for the year, I wanted to share some potentially exciting news for all you small cap stock enthusiasts out there. I delve into the recent developments at the U.S. Federal Reserve and what they mean for small cap stocks. Will 2024 be the year for small caps? Continue…
by Roger Montgomery Posted in Market commentary, Video Insights.
December 18, 2023
If you aren’t already aware I am optimistic about the prospect for small caps in 2024. Provided we have a combination of positive economic growth (even a short technical recession won’t upset my thesis) and a continuation of the disinflation that has informed the path of consumer prices over the last year, innovative small cap growth companies have the opportunity to catch up to mega-caps that dominated the investment landscape in 2023. Continue…
by Roger Montgomery Posted in Market commentary.
December 18, 2023
As the first of the baby boomers approach the celebration of their 80th birthdays in the next few years, a distinct change is being felt in financial services, with serious implications for financial markets. Continue…
by Roger Montgomery Posted in Investing Education.
December 15, 2023
Here’s a bit of a depressing picture for the retail sector for the September 2023 quarter. New data from the Australian Bureau of Statistics (ABS) paints a bleak outlook for retailers this Christmas and into early 2024. Continue…
by Roger Montgomery Posted in Economics, Market commentary.
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95buy now
SUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.”
December 14, 2023
In this week’s video insight, I delve into the discussions surrounding the Reserve Bank of New Zealand’s proactive approach to inflation, the nuanced shifts in major economies, and the potential impacts of tightening monetary policies. Continue…
by David Buckland Posted in Global markets, Market commentary, Video Insights.
December 13, 2023
The standard deviation, or measure of the amount of variation, of the S&P/ASX 300 Accumulation Index over the period between 1 August 2017 and 31 October 2023 was 15.2 per cent. One standard deviation (or plus or minus 15.2 per cent) means the dispersion around the average occurs 68 per cent of the time, whilst two standard deviations (or plus or minus 30.4 per cent) means the dispersion around the average occurs 95 per cent of the time. Continue…
by David Buckland Posted in Market commentary.
December 12, 2023
Back in July, I wrote about the historically large gap between large and small-cap companies, noting that the extremely narrow rally in the largest technology companies, now more commonly referred to as the Magnificent Seven, resulted in many smaller caps being relatively undervalued. The highest-quality names with earnings growth may present a compelling opportunity, especially if professional investors conclude the macroeconomic and interest-rate backdrop is supportive. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
December 11, 2023
In this week’s video insight I wanted to discuss the contrasting predictions from Australia’s major banks regarding interest rates, painting a nuanced picture of the economic landscape. Shayne Elliott from ANZ anticipates sustained rate hikes amid escalating growth pressures. In contrast, NAB’s Ross McEwan suggests rates might have peaked, while CBA hints at a possible rate cut. These varied perspectives hold significant implications for households with mortgages and investors. Continue…
by Roger Montgomery Posted in Economics, Video Insights.