Author Archive | Roger Montgomery

equity prices

Insane prices as private equity quits market

Let’s face it. Prices for many listed and unlisted companies have reached insane levels. Many of Australia’s most reputable and successful fund managers are bewildered by the current market, and something’s got to give.

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It’s unlikely Uber has a long-term future

Uber is the largest loss-making startup in history, and while investors will climb aboard the IPO and return money to early investors, the stockmarket will eventually realise there is no identifiable path to Uber profitability.

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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