Author Archive | Roger Montgomery

bond investors

Unwinding is warning of late stages of boom

Market fundamentals are pointing toward an era of high volatility and lower returns, which have not been factored into current prices. Better to wait till there is blood in the streets rather than be fully invested.

NAB announcement

What NAB’s announcement really means

NAB’s latest announcement shows we are at a critical turning point with technology replacing jobs, and Australia lacks the political will to drive innovation and avoid declining living standards.

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