Analysis & Opinion by Roger Montgomery on Investing.com AU

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Roger Montgomery

Analysis & Opinion

Roger Montgomery's Comment & Analysis
A complete archive of Roger Montgomery's articles, including current analysis & opinion.

Deleveraging Has Begun - How Bad Will The Bust Be?

By Roger Montgomery - Feb 26, 2019

Originally published by CuffelinksRecord levels of debt accompanied by declining asset prices means we have entered a deleveraging phase putting other spending on the backburner. There’s a lot...

The One Rule That Applies To All Assets

By Roger Montgomery - Feb 03, 2019

Originally published by CuffelinksMany readers understand the inverse relationship between bond prices and bond interest rates. Bonds usually carry a fixed coupon payment that reflects interest rates...

TV – The End Of The World As We Know It?

By Roger Montgomery - Dec 14, 2018

Originally published by CuffelinksWe have seen this before – companies spending big, not to advance their competitive position, just to hold their current spot. Newspapers around the world tried...

Are There Profits From The 5G Revolution?

By Roger Montgomery - Nov 01, 2018

Originally published by CuffelinksWireless technology for mobile telecommunications commenced with analog and voice-only 1G in 1981. In the early 1990s, 2G enabled users to send SMS and MMS messages...

Call That Disruption? Investors Are Forgetting

By Roger Montgomery - Oct 15, 20182

Originally published by CuffelinksI have been stunned for many years by Tesla's (NASDAQ:TSLA) market capitalisation. At US$291.00 per share, Tesla is valued by the market at US$50 billion ($69...

Have Tech Investors Suckled For Too Long?

By Roger Montgomery - Jun 25, 2018

Originally published by CuffelinksIt’s natural for any parent to want more for their children than they had themselves, but one of the great challenges of any wealthy family is to imbue their...

Blue Skies For Consumers, Caution For Investors

By Roger Montgomery - May 24, 2018

Originally published by Cuffelinks“Blue skies, Smiling at me Nothing but blue skies, Do I see.”– Composed by Irving Berlin in 1926 The equities bull market is excited by the...

At The Start Of 2018, I Began To Question Value Investing …

By Roger Montgomery - Feb 15, 2018

Originally published by CuffelinksAs the share market continued its relentless climb in early 2018, with minimal volatility, value investing was relegated to history as an anachronism from a simpler...

Bubbles And The Corruption Of Risk

By Roger Montgomery - Jan 18, 2018

Originally published by CuffelinksI have previously warned that the combination of the demographic avalanche of retiring baby boomers, low interest rates and a disproportionately large amount of their...

Investors Should Avoid Extrapolating Recent Success

By Roger Montgomery - Dec 20, 2017

Originally published by CuffelinksWhen explaining science to my children, I often remind them that everything humanity learns builds on previous knowledge. Except in finance. The ability to frequently...

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