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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How understanding demographic shifts can help investors
Roger Montgomery
May 17, 2024
Investors understand the power of demographic information. Back in the early 1990s, when I was presenting to investors at ASX-sponsored conferences, I recall ‘time-lining’ the baby boomers and predicting – reasonably successfully, I might add – what industries the boomers would have a substantial impact on. Continue…
by Roger Montgomery Posted in Insightful Insights.
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U.S. public debt: An inflexion point is coming. No one knows when
David Buckland
May 16, 2024
Over the period since the global financial crisis beginning in 2008, the U.S. Federal Reserve (Fed) has seen the yield on three-month treasury bills trade at a premium relative to the U.S. consumer price index (CPI) for less than 5 per cent of the 16.5 year period in question. Continue…
by David Buckland Posted in Economics.
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An unconventional view of the 2024 annual Federal Budget?
Roger Montgomery
May 15, 2024
For decades, I have been asked if I watch the budget and analyse the government’s annual statement about income, spending, and macroeconomic forecasts. My short answer has always been, ‘no, because there’ll be another one next year.’ It sounds a little flippant and is certainly intended to be irreverent. Continue…
by Roger Montgomery Posted in Economics.
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How private credit funds can be your ally during Australia’s cost of living crisis
Roger Montgomery
May 15, 2024
In this week’s video insight, I discuss how private credit funds can be an effective strategy for Australians, especially during the current cost–of–living crisis. I delve into why these funds might be a helpful addition to your investment portfolio, particularly in these challenging economic times. I provide a general overview of private credit as an asset class and explore its potential benefits, including the potential for regular income generation and risk management. Continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick, Video Insights.
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Another technology has lithium-ion in its sights
Roger Montgomery
May 14, 2024
If you’re like us, you will be fascinated by lithium and electric vehicles (EVs). Before delving into the latest fascinating development, I thought it might first be worth reminding ourselves of the challenges of investing in new technologies.
Investing in technology that advances the world must surely be a good thing? Well, evidently not. Continue…
by Roger Montgomery Posted in Technology & Telecommunications.
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Half-year performance: A comparative analysis of Australia’s big four banks
Roger Montgomery
May 13, 2024
It has been a while since we reported on the major banks, which have now all provided half-year updates to their operating performance.
Before reporting on their results, I think it worthwhile to provide you with a usefully simplified framework for analysing or comparing a bank’s performance. Despite claims of complexity in their reporting and differentiation in their offerings, the big four banks are relatively simple businesses to understand at a high level, and broadly undifferentiated, offering everyday banking, loans, credit cards, wealth management and insurance. Continue…
by Roger Montgomery Posted in Companies, Economics, Editor's Pick.
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Are we in an era of higher interest rates?
David Buckland
May 10, 2024
In this week’s video insight, I discuss the transition from a long period of unusually low interest rates to what may be a new era of higher interest rates. Following the global financial crisis (GFC) in 2008, the U.S. Federal Reserve (Fed) implemented a policy of keeping the Fed funds rate extremely low, which encouraged fiscal behaviours based on the assumption of persistent low inflation. However, recent spikes in inflation and cost of living, alongside escalating U.S. public debt and government spending, prompt a reevaluation of this policy. Continue…
by David Buckland Posted in Economics, Video Insights.
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I’m with Dick Smith on this one; Julie Inman Grant shows courage.
David Buckland
May 9, 2024
Both sides of politics and most businesses are obsessed with a “big Australia”. Dick Smith is one of the few on the opposing side of the narrative. And as the Minns NSW Government usurps local councils’ planning powers by announcing their support for residential property located within 400 metres of a train station to be turned into 8–storey apartment blocks and within 800 metres of a train station to be turned into 6–storey apartment blocks, infrastructure will inevitably be left behind, and many streets will become a carpark. More public golf courses will likely be stolen in the name of green space. Continue…
by David Buckland Posted in Economics, Property.
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