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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.
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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.
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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.
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MEDIA
My Millennial Money: All things investing
Roger Montgomery
June 9, 2023
Roger Montgomery joined My Millennial Money to discuss how to invest in the current climate, how to look for quality companies and share with you some ASX darlings and much more to do with investing.
by Roger Montgomery Posted in Podcast Channel.
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Avita Medical receives FDA approval for full-thickness skin defects
David Buckland
June 9, 2023
It has been 30 years in the making, when Dr Fiona Wood and scientist Marie Stoner recognised the potential of tissue engineering to treat burns and a skin culture facility was borne. Their product evolved from cultural sheets of cultural epithelial autograph (CEA) to aerosol delivered cell-clusters and today it is known as “spray-on skin”. The skin cells then grow on the patient and the technology has been patented and commercialised through Clinal Cell Culture, which became Avita Medical (ASX:AVH). Continue…
by David Buckland Posted in Companies, Stocks We Like.
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WHITEPAPERS
With Private Credit Funds it’s protection not a recession that matters
Roger Montgomery
June 8, 2023
Private credit offers investors with an opportunity to earn steady monthly income, a simple way to diversify your portfolio – whilst providing protection against inflation and performance through the economic cycle. Continue…
by Roger Montgomery Posted in Editor's Pick, Whitepapers.
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MEDIA
Why stocks in this sector are near an inflection point
Sean Sequeira
June 7, 2023
Sean Sequeira from Australian Eagle joined Livewire to discuss whether we are seeing a turning point for consumer discretionary stocks. Sean points out that a deceleration of revenue lines is something to watch and the ongoing demand for travel services is a standout – as confirmed by recent updates from Flight Centre and Webjet. Read here: Why stocks in this sector are near an inflection point
by Sean Sequeira Posted in On the Internet.
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Australian consumers tighten their collective belt (Part 2)
David Buckland
June 7, 2023
Twelve interest rate increases to the RBA’s official cash rate to 4.10 per cent (as at 6 June 23), in combination with a large portion of fixed mortgages transferring to a variable rate, has impacted Australian consumers and we’ve seen several discretionary retailers use the “confession season” to downgrade their profit expectations. Continue…
by David Buckland Posted in Consumer discretionary.
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