Watch our latest Ausbiz event: Private credit – calm amid market mayhem WATCH HERE.
-
Adairs – real estate turnover AND slowing consumption
Roger Montgomery
June 17, 2023
The Australian homewares retailer Adairs Limited (ASX:ADH), is currently confronting the forces associated with a slowdown in foot traffic at its stores and a decline in online traffic due to declining consumption and falling turnover in residential real estate. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
- save this article
- POSTED IN Companies, Consumer discretionary.
-
Aura Private Credit: Letter to investors 16 June 2023
Brett Craig
June 16, 2023
The NAB Business Survey for the May reporting period has begun to demonstrate a significant slowing in activity and has identified widespread apprehension towards the future economic outlook. The survey results reported widespread weakening across most of the indicators, as high inflation and interest rates are now starting to limit growth and general market optimism. Continue…
by Brett Craig Posted in Aura Group.
- save this article
- POSTED IN Aura Group.
-
MEDIA
Ausbiz: AI – a bubble or the real deal?
Roger Montgomery
June 16, 2023
I joined Ausbiz to discuss artificial intelligence (AI) and why investors should take a step back and consider how companies will monetise AI to create a real secular trend. Will we see a bubble if revenue fails to materialise? Watch here: AI – a bubble or the real deal?
by Roger Montgomery Posted in TV Appearances.
- save this article
- POSTED IN TV Appearances.
-
Will increased migration boost car sales and auto stocks?
Roger Montgomery
June 16, 2023
The surprising jump in house prices – surprising because it comes amid rising interest rates – has been put down to a lack of supply and accelerating immigration. By the same token, immigration should also lead to a boost in car sales. Could this have a positive effect on the fortunes of companies like AP Eagers (ASX:APE), Carsales (ASX:CAR) and Autosports Group (ASX:ASG)? Continue…
by Roger Montgomery Posted in Companies.
- save this article
- POSTED IN Companies.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
Banks have left a $240 billion gap, now savvy investors are seeing opportunity
Brett Craig
June 15, 2023
Private credit used to be the domain of high net worth investors but that is all changing as nimble operators fill a gap in the market.There’s a $240 billion funding gap facing the small and medium enterprises (SMEs) that employ 70 per cent of the population. SMEs play an essential role in the economy. However, changes to regulatory requirements are making it harder for them to access funding to help them innovate and grow. Continue…
by Brett Craig Posted in Aura Group, Editor's Pick, Video Insights.
- watch video
- save this article
- POSTED IN Aura Group, Editor's Pick, Video Insights.
-
How AI will put a lid on incomes – and inflation
Roger Montgomery
June 15, 2023
Despite all the money that’s been pumped into the economy, inflation may not be a problem in the longer term. After all, money supply has been rising at an exponential rate since the 1960s and yet, since 1980, inflation has been in decline. I believe there are two key structural reasons for this – the massive drop in unionized labour, and the rise of job-displacing automation. Continue…
by Roger Montgomery Posted in Companies.
- save this article
- POSTED IN Companies.
-
Thinking about retailers right now?
Roger Montgomery
June 14, 2023
Australian consumer-facing companies have faced unprecedented challenges and undergone significant transformation since the bushfires of 2019. From the profound impacts of the COVID-19 pandemic to violent mix-shifts from goods to services, and digital advancements, the sector has navigated a complex landscape. Continue…
by Roger Montgomery Posted in Consumer discretionary.
- save this article
- POSTED IN Consumer discretionary.
-
Some analysts are forecasting big gains for Gold and Bitcoin
Roger Montgomery
June 13, 2023
A theory doing the rounds is that we’ve entered a new epoch where central banks will have no option but to create monetary inflation to fund structural fiscal deficits. To be clear monetary inflation is not the same as consumer price inflation. Monetary inflation is brought about through central bank balance sheet expansion or quantitative easing. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
- 2 Comments
- save this article
- 2
- POSTED IN Editor's Pick, Market commentary.
