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MEDIA
Why stocks in this sector are near an inflection point
Sean Sequeira
June 7, 2023
Sean Sequeira from Australian Eagle joined Livewire to discuss whether we are seeing a turning point for consumer discretionary stocks. Sean points out that a deceleration of revenue lines is something to watch and the ongoing demand for travel services is a standout – as confirmed by recent updates from Flight Centre and Webjet. Read here: Why stocks in this sector are near an inflection point
by Sean Sequeira Posted in On the Internet.
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Australian consumers tighten their collective belt (Part 2)
David Buckland
June 7, 2023
Twelve interest rate increases to the RBA’s official cash rate to 4.10 per cent (as at 6 June 23), in combination with a large portion of fixed mortgages transferring to a variable rate, has impacted Australian consumers and we’ve seen several discretionary retailers use the “confession season” to downgrade their profit expectations. Continue…
by David Buckland Posted in Consumer discretionary.
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Australian consumers tighten their collective belt
David Buckland
June 6, 2023
There is no shortage of negativity amongst Australians with many commentators predicting an Australian recession. First, there is the transfer from fixed rate mortgages to variable rate mortgages. Continue…
by David Buckland Posted in Editor's Pick, Market commentary.
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Macro researchers are Bullish on equities
Roger Montgomery
June 6, 2023
Macroeconomic research house Alpine Macro has recently published an argument that should reassure bullish equity investors. Continue…
by Roger Montgomery Posted in Market commentary.
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Aura Private Credit: Letter to investors 02 June 2023
Brett Craig
June 5, 2023
The monthly Consumer Price Index indicator rose by 6.8 per cent in the year to April 2023. This month’s result is higher than the 6.3 per cent rise reported in the prior month. The rise can be largely attributed to the rise in housing and petrol seen in April along with what are considered to be volatile items – fuel, fruit, vegetables and holiday travel. Continue…
by Brett Craig Posted in Aura Group.
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MEDIA
AI stocks: have you missed the buying boom?
Roger Montgomery
June 2, 2023
I joined Ausbiz to share my view on generative AI’s transformative potential and investment landscape, giving particular attention to Nvidia’s (NVDA) recent success. New technologies that transform life typically lead to bubbles; however, these new technologies will change the world. Watch the interview: AI stocks: have you missed the buying boom?
by Roger Montgomery Posted in On the Internet, TV Appearances.
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Should we be in a recession already?
Roger Montgomery
June 2, 2023
We have been optimistic about the prospects for equities this year despite fears of recession. And even though investors have listed a deeply inverted U.S. Treasury yield curve, a sharp drop in the oil price, falling consumer demand, credit tightening and declining M2 money supply as reasons to justify expectations of a recession, the outcome is not guaranteed. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Is there a bright future ahead for Aeris Resources and Rex Minerals?
David Buckland
June 1, 2023
I recently concluded that while Copper’s near-term outlook remains closely linked to global industrial production expectations, as the global supply/demand curve heads into a deficit later this decade we expect the Copper price to hit record highs. Today, I wanted to focus on two relatively junior Australian Copper plays, owned by the Montgomery Small Companies Fund, Aeris Resources (ASX:AIS) and Rex Minerals (ASX:RXM). Continue…
by David Buckland Posted in Companies, Stocks We Like.
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