25 July 2026

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The strange effect of the 30% minimum capital gains tax High quality businesses are on sale Does your will qualify for the discretionary testamentary trust exemption?Ranking three common retirement strategies Welcome to Firstlinks Edition 667 with weekend update

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Home / Author: Roger Montgomery

Roger Montgomery

Cash is king when the market holds the aces

Cash gives options over future lower prices, and it avoids the risk of permanent capital loss. But it comes with another risk, the loss of purchasing power, and is not a good long-term investment.

Roger Montgomery
23 June 2016
12

Zip your wallet against economic forecasts

Given how difficult it is to forecast statistics such as GDP, employment or inflation, investors should ignore macroeconomics. Even if forecasts were accurate, they are not very useful for valuing shares.

Roger Montgomery
19 May 2016
6

Landmines in the Field of Dreams

It matters little if you are invested in property, shares or bonds, we have moved into a lower return environment. It's a time for caution in a world where debt and defaults are rising.

Roger Montgomery
21 April 2016
4

Can US house price falls happen here?

Residential housing is the largest asset class in Australia, supporting the most debt, which explains all the talk about the potential for a housing price bubble.

Roger Montgomery
7 April 2016
31

Dick Smith prospectus failed to disclose

If we glean anything from the demise of Dick Smith, it is that Australia's disclosure requirements for prospectuses need serious improvement. The market is not properly informed during new share issues.

Roger Montgomery
3 March 2016
5

What to do with your equity portfolio in 2016

When making decisions on your equity portfolio, try ignoring the noise of the financial media and concentrate on companies that will continue to generate high returns on capital.

Roger Montgomery
29 January 2016
12

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