End of an epoch - Warren Buffet retires. What do investors need to know? READ HERE to learn more.
-
The Reserve Bank of New Zealand wrong foots economists…again
David Buckland
April 5, 2023
One way to reduce inflationary expectations is for the Central Bank to aggressively lift their official cash rate to a level whereby the countries’ consumers are in enormous pain, thereby crunching the economy. And with today’s 0.5 per cent tightening to 5.25 per cent, the 11th since 6 October 2021, that is exactly what the Reserve Bank of New Zealand (RBNZ) had in mind. Continue…
by David Buckland Posted in Market commentary.
- save this article
- POSTED IN Market commentary.
-
MEDIA
ABC Nightlife: Interest rates left on hold
Roger Montgomery
April 5, 2023
Roger joined Philip Clark on ABC Nightlife to discuss the Reserve Bank giving mortgage borrowers a reprieve, if only temporarily, by leaving interest rates on hold at the April board meeting. After ten consecutive rate rises, the RBA opted to wait and see how the economic data plays out amid early signs that the increase in rates so far is starting to weigh on consumer spending and lower inflation. What is predicted further ahead for the economy? Listen to the podcast here: ABC Nightlife 4 April 2023
by Roger Montgomery Posted in Radio.
- LISTEN
- save this article
- POSTED IN Radio.
-
U.S. big cap growth enjoys P/E expansion in the March 2023 Quarter
David Buckland
April 5, 2023
After declining 18.1 per cent in calendar 2022, the US-based S&P 500 enjoyed a constructive March 2023 Quarter, up 7.5 per cent. Whilst earnings per share (EPS) declined around one per cent, the P/E rating jumped by 8 per cent to deliver a 7 per cent price return. When adding dividends, the total return was 7.5 per cent. Continue…
by David Buckland Posted in Global markets.
- save this article
- POSTED IN Global markets.
-
What we have seen from the first quarter
Roger Montgomery
April 4, 2023
In this week’s video insight Roger reviews what has happened during the first quarter, the performance of markets so far and what’s important looking forward. All eyes are on the short and long-term plausible paths for monetary policy. Despite this, Roger remains optimistic for investing in high-quality businesses generating double-digit earnings growth. Continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
- watch video
- save this article
- POSTED IN Editor's Pick, Video Insights.
-
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.” -
Money Me: from $2.20 to $0.08 in 15 months
David Buckland
April 3, 2023
One of the reasons our business partners, Australian Eagle Asset Management, Montgomery Lucent and Polen Capital, focus on higher quality companies with relatively strong and enduring cash-flow is they rarely suffer such crashes often requiring highly dilutionary capital raisings. Continue…
by David Buckland Posted in Companies.
- save this article
- POSTED IN Companies.
-
Aura Private Credit: Letter to investors 31 March 2023
Brett Craig
March 31, 2023
This week saw the release of two key economic indicators; the monthly indicator of the Consumer Price Index and Job Vacancies data. Both are displaying a slight softening in the economy, perhaps an early indication of the contractionary monetary policies explored last week, increases to the cash rate and quantitative tightening, beginning to take their intended effect. Continue…
by Brett Craig Posted in Aura Group.
- save this article
- POSTED IN Aura Group.
-
MEDIA
The importance of going for growth with Roger Montgomery
Roger Montgomery
March 31, 2023
In this interview with Ausbiz Roger discusses why it is important for investors to go for growth rather than yield, because the pursuit of growth will produce a better yield too. Watch the interview: The importance of going for growth with Roger Montgomery
by Roger Montgomery Posted in TV Appearances.
- save this article
- POSTED IN TV Appearances.
-
Why we should all be concerned about the coming AI revolution
Roger Montgomery
March 31, 2023
Since its launch in November last year, the transformative potential of ChatGPT has stunned the world. After seeing what it can do, Bill Gates said he had just seen the most important advance in technology since the graphical user interface. The trouble is, AI like ChatGPT has the power to obliterate many industries and occupations, and cause massive social dislocation. Little wonder many technologists are warning that it’s time to hit the pause button, before it’s too late. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
- 3 Comments
- save this article
- 3
- POSTED IN Editor's Pick, Market commentary.
