Blog Archives

  • Are we experiencing bubble conditions? (08/07/2014)

    Roger Montgomery
    July 8, 2014

    by Roger Montgomery Posted in Video Insights.

  • Variant Perception (01/07/2014)

    Roger Montgomery
    July 1, 2014

    by Roger Montgomery Posted in Video Insights.

  • Expectations (25/06/2014)

    Ben MacNevin
    June 25, 2014

    by Ben MacNevin Posted in Video Insights.

  • The law of active management (17/06/2014)

    Tim Kelley
    June 17, 2014

    by Tim Kelley Posted in Video Insights.

  • Observing interest rates with Jim Grant

    Roger Montgomery
    June 12, 2014

     

    James Grant of Grant’s Interest Rate Observer famously observed that gold was “the refuge of idiots”. Continue…

    by Roger Montgomery Posted in Economics, Insightful Insights.

  • A closer look at: China (10/06/2014)

    Roger Montgomery
    June 10, 2014

    by Roger Montgomery Posted in Video Insights.

  • Looking at the resource services sector (03/06/2014)

    David Buckland
    June 3, 2014

    by David Buckland Posted in Video Insights.

  • Investing, not speculating (27/05/2014)

    Roger Montgomery
    May 27, 2014

    by Roger Montgomery Posted in Video Insights.

  • The China Effect

    Roger Montgomery
    May 7, 2014

    In this interview with Ticky Fullerton on ABC’s The Business on 6 May 2014, Roger looks at the Chinese export and property industries, and how they impact the Australian economy. Watch here.

    by Roger Montgomery Posted in Economics, Global markets.

  • Valuation tips – incremental ROE (06/05/2014)

    Tim Kelley
    May 6, 2014

    by Tim Kelley Posted in Video Insights.