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What factors influence the future of oil?
Roger Montgomery
November 16, 2023
As world oil’s upstream and downstream industries stand at a crossroads, investors globally face the challenge of deciphering innumerable geopolitical and economic signals. These signals will also directly impact inflation rates with implications for central bank interest rate policy. For investors, the outlook for oil holds more than the usual amount of sway. From potential upheavals in the Middle East to colossal mergers in the U.S., here’s a shallow dive into the factors influencing the future of oil. Continue…
by Roger Montgomery Posted in Economics, Energy / Resources, Global markets, Market commentary.
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Former NY Federal Reserve President Dudley offers insight on U.S. economic outlook
Roger Montgomery
November 15, 2023
At a recent investment conference here in Sydney, former Federal Reserve Bank of New York president, Chief Executive Officer (CEO), and now Bloomberg columnist William C. Dudley, provided a comprehensive overview of the current economic landscape in the U.S., highlighting several key points that shed light on the Federal Reserve’s (Fed) perspective and future policy directions. Dudley’s analysis offers a crucial perspective for understanding the Fed’s current mindset and the potential trajectory of its future policies. All of which, of course, have consequences for investors’ portfolios. Continue…
by Roger Montgomery Posted in Economics, Global markets, Market commentary.
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- POSTED IN Economics, Global markets, Market commentary.
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Alliance Aviation Services – A beacon amidst small cap volatility
Gary Rollo
November 15, 2023
In this video insight, David Buckland and Gary Rollo discuss the underperformance of small-cap stocks compared to large-cap stocks since the beginning of 2022. Gary explains that economic uncertainty has contributed to the recent underperformance, as investors tend to shift from small, less liquid investments to larger ones during such periods. However, he views this as a temporary condition, anticipating that once economic uncertainty diminishes, the longer-term performance characteristics of small caps may come into play. Continue…
by Gary Rollo Posted in Companies, Stocks We Like, Video Insights.
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- POSTED IN Companies, Stocks We Like, Video Insights.
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Rationalisation of the Australian commercial radio industry
David Buckland
November 14, 2023
In this week’s video insight, I delve into the events of mid-October, specifically focusing on the collaborative proposal by ARN Media and Anchorage Capital Partners for a non-binding, indicative acquisition of Southern Cross Media. The merger sparked concerns about market dominance, particularly in the commercial radio sector in metropolitan Australia, leading to scrutiny from the ACCC. Notably, over the weekend, Kerry Stokes’ Seven West Media strategically acquired a 20 per cent stake in ARN Media, raising questions about his broader interests across Australia. The developments add layers of intrigue to the future of Australia’s commercial radio sector, making it a captivating subject to observe. Continue…
by David Buckland Posted in Companies, Market commentary, Media Companies, Video Insights.
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Ausbiz – The market’s ‘weighty’ overreaction…
Roger Montgomery
November 13, 2023
In last week’s Ausbiz interview, I explored investor sentiment surrounding the latest GLP-1 medications, specifically on Ozempic and its implications for companies like CSL (ASX: CSL) and ResMed (ASX: RMD). While the drop in CSL’s share value suggests market concerns about competing Ozempic-style drugs, I argue that these anxieties may be unfounded. My perspective rests on the belief that such medications might not be as transformative in addressing the weight of the U.S. population as investors might anticipate and the affordability surrounding it. Watch the full interview here. Ausbiz – The market’s ‘weighty’ overreaction… Continue…
by Roger Montgomery Posted in Companies, Market commentary, TV Appearances.
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Would you like some sugar with your mortgage?
Roger Montgomery
November 13, 2023
The Reserve Bank of Australia’s (RBA) latest rate rise has serious consequences for consumers and investors. There can be no argument that the RBA’s battle against inflation dominates investment commentary. Continue…
by Roger Montgomery Posted in Economics, Global markets, Market commentary.
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Nabtrade Your Wealth – The bucket strategy – a research-based plan for protecting your wealth in retirement
Roger Montgomery
November 10, 2023
I had the pleasure of joining Gemma Dale on Nabtrade’s Your Wealth podcast where we discussed the bucket strategy, its development and how it works, the simple methods for limiting the downside when you’re no longer working, the importance of investing for the short, medium and long term in retirement, and the tips and strategies for making the most of your accumulated wealth. Have a listen to the full podcast below.
by Roger Montgomery Posted in Podcast Channel.
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Australia leads the world in the annual pace of disposable income decline
Roger Montgomery
November 10, 2023
In its fight against persistent inflation, the Reserve Bank of Australia (RBA) has just introduced its 13th rate hike in this cycle at the same the financial strain on Australian households intensifies. According to a disturbing report published in The Australian Financial Review (AFR) this week, the Organisation for Economic Co-operation and Development (OECD) has discovered Australia leads the world in the annual pace of disposable income declines globally. Continue…
by Roger Montgomery Posted in Economics, Market commentary.
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