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Is forecasting a waste of time?
Roger Montgomery
November 24, 2023
I have had my fair share of bad calls. After more than three decades of investing, it’s safe for me to predict that there is next to no advantage in making predictions. What does make sense is to invest in great businesses and great managers and allow enough time to pass to allow the process of wealth creation within these businesses to occur. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Forget inflation; wineway robbery might be here to stay
Roger Montgomery
November 23, 2023
As a result of the corporatisation of restaurants, there’s a plethora of them. The emergence of the Restaurant Group – Merrivale, Bentley, and The Speakeasy Group are examples which offer a business solution to the cost of independence through bulk buying power (for food and fit-outs) and merged accounting and marketing functions. Continue…
by Roger Montgomery Posted in Consumer discretionary.
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Criminals help make housing unaffordable
Roger Montgomery
November 22, 2023
Those wondering about Australia’s interminable house price rises may have read our blog post explaining immigration is one of the leading reasons prices remain elevated despite the fastest increase in interest rates in Australia’s history. Continue…
by Roger Montgomery Posted in Property.
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Mezzanine finance revealing another weak spot in the U.S. economy.
Roger Montgomery
November 21, 2023
After the Global Financial Crisis (GFC), U.S. regulators imposed stricter regulations on larger banks. Limiting their riskier lending for commercial real estate and development. Their more conservative lending practices meant property owners turned to smaller banks or sought second loans from non-bank lenders to bridge their financing gaps, often on top of existing bank mortgages. Continue…
by Roger Montgomery Posted in Global markets, Market commentary, Property.
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The RBA is in a bind along with mortgagees and renters
Roger Montgomery
November 20, 2023
Just 48 hours after the Reserve Bank of Australia (RBA) lifted rates for the 13th time by 25 basis points to 4.35 per cent, the U.S. Federal Reserve’s Chair Jerome Powell said at a conference in Washington that “we are not confident” the Fed has tightened enough to bring inflation down to its 2 per cent goal. Continue…
by Roger Montgomery Posted in Economics, Editor's Pick, Market commentary.
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MEDIA
Ausbiz – Data centers thrive in AI era
Roger Montgomery
November 17, 2023
In this week’s interview on Ausbiz, I wanted to delve into the growing significance of data centers due to heightened AI demand and increased cloud expenditure, which is drawing striking parallels to the early days of smartphone adoption. This surge in AI integration amplifies the necessity for computational resources and data storage, consequently fuelling the demand for data centers and the increasing value of investing in them. Watch the full interview here. Ausbiz – Data centers thrive in AI era
by Roger Montgomery Posted in Market commentary, Technology & Telecommunications, TV Appearances.
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Another pivot in the AI theme
Roger Montgomery
November 17, 2023
We have written previously that the boom in AI-theme-exposed stocks will have to be supported by monetisation in order to be sustained. There are plenty of consumer benefits from artificial intelligence (AI), and consumers will indeed be winners, but for companies to see a transformation in their revenues from AI, something more than just tacking AI-powered features onto their existing products will need to occur. Continue…
by Roger Montgomery Posted in Market commentary, Technology & Telecommunications.
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How much to retire comfortably?
Roger Montgomery
November 16, 2023
There’s some good news for a handful of the approximately 3000 Australians who retire every week, and some more challenging news for others. But, for all retirees, there are at least partial solutions to consider. Continue…
by Roger Montgomery Posted in Aura Group, Investing Education.
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