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The newest new thing: Nvidia
Roger Montgomery
July 3, 2023
You gotta love a hype-induced bubble. Having been permanently ensconced in financial markets for more than three decades, I’ve seen a few, and there’s another one forming right now. Continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications.
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The best time to invest in small caps is now
Roger Montgomery
June 30, 2023
Fears of recession, a market correction and runaway inflation have caused small-cap stocks to materially underperform their large-cap cousins. Those same fears have led many investors asking how wise it is to invest in a small-cap fund now. But investors should remember the stock market is the only market where consumers zip up their wallets when prices are low. Continue…
by Roger Montgomery Posted in Market commentary.
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Macquarie Technology Group – A small company that is in the cloud
Michael Gollagher
June 29, 2023
For long term investors and followers of our Small Companies Fund (the Fund) you would be aware that one of the themes we have spoken about since the inception of the Fund is Cloud Computing. In recent weeks we have seen the market becoming quite excited about the prospect of Artificial Intelligence (AI) and its related industries. With the news focus being what this emerging technology could mean for company earnings and productivity in general. Continue…
by Michael Gollagher Posted in Companies, Stocks We Like.
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Good news for equities. Investors can expect higher liquidity
Roger Montgomery
June 28, 2023
Putting value to one side, the price of an asset cannot rise unless investors buy it. And, in order to buy it, they require liquidity. Tracking global liquidity can go some way to explaining, if not predicting, the path of asset prices. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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Nvidia’s share price has surged almost 200 per cent on an AI boom. But will it stay there?
Roger Montgomery
June 27, 2023
Rachel Pupazzoni published an article for ABC News discussing how seven companies have experienced significant growth compared to other stocks, collectively rising by 50 per cent year-to-date, while the rest of the companies in the MSCI US Index have remained unchanged. She draws on Roger’s thoughts on how this narrow group of companies driving the market gains is likely influenced by enthusiasm for AI and its transformative potential, although the actual extent of its impact remains uncertain. Read here: Nvidia’s share price has surged almost 200 per cent on an AI boom. But will it stay there?
by Roger Montgomery Posted in Editor's Pick, In the Press, On the Internet.
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A high-conviction long/short strategy for diversified returns and growth
Roger Montgomery
June 27, 2023
Recently, Zenith Investment Partner published their fund report for the Australian Eagle Trust Long Short Fund (The Fund), reiterating their RECOMMENDED rating. With their updated rating for 2023 investors might be interested in The Fund’s features and benefits, commencing with its historical performance (Figure 1). Continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Aura Private Credit: Letter to investors 23 June 2023
Brett Craig
June 26, 2023
The minutes from the June Reserve Bank of Australia (RBA) meeting published last week revealed a more hotly contested meeting than the market anticipated, with the decision closely split between a hold or a 25 basis point hike. The threat of further inflation outweighing the option to hold. Continue…
by Brett Craig Posted in Aura Group.
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Unmasking the ‘mortgage cliff’: Are recession fears overblown?
Roger Montgomery
June 26, 2023
With all the talk of recession, we’ve been exploring its probability. As investors, it’s vital to understand which sectors and individual companies are most and least impacted. And helping in that task is appreciating the consumer’s important canary-in-the-coal-mine role. A consumer’s financial position will ultimately determine their propensity to spend on discretionary items and their ability to meet non-discretionary expenses such as utilities and the mortgage, so it is worth understanding each data point. Continue…
by Roger Montgomery Posted in Market commentary.
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