Popular Articles

In this week’s video insight I discuss a new acronym coined by analysts that encapsulates a group of technology companies that are dominating global markets; MANGO (Meta, Apple, Nvidia, Google, and OpenAI).  

Investors have long used catchy terms to describe dominant technology stocks – think FAANG (Facebook, Apple, Amazon, Netflix and Google), and Magnificent 7 (Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia, and Tesla). Continue…

by Roger Montgomery Posted in Video Insights.

• save this article
• POSTED IN Video Insights.

Markets cycle back and forth between periods of calm when investors are at ease and periods of heightened volatility, usually when investors have taken by surprise. These surprises tend to fall into two categories, and it’s important to be able to distinguish between them.

This article was first published in The Australian on 29 May 2025. Continue…

by Roger Montgomery Posted in In the Press.

• READ
• save this article
• POSTED IN In the Press.

I joined Roger Maynard on CNA News earlier this week to discuss the recent spike in Chinese imports of Australian beef. The spike comes as China’s beef imports from the U.S. have been disrupted due to Trump’s tariffs. Continue…

by Roger Montgomery Posted in In the Press, TV Appearances.

• READ
• save this article
• POSTED IN In the Press, TV Appearances.

Why is the stock market rising amid global conflicts in 2025?

In 2025, the world is grappling with significant geopolitical uncertainty. Tensions between the U.S. and China have wavered, the tragic conflict between Israel and Iran has escalated, and the ongoing war between Russia and Ukraine persists. Yet, despite these challenges, most major global equity indices have posted gains year-to-date. Continue…

by Dean Curnow Posted in Global markets, Market commentary.

• save this article
• POSTED IN Global markets, Market commentary.

The return of Donald Trump to the presidency has brought with it a series of actions and policies that systematically undermine the foundational principles of American democracy. Continue…

by Roger Montgomery Posted in Market commentary.

• 11 Comments
• save this article
• 11
• POSTED IN Market commentary.

Fast-food and drive-thru sales are powerful gauges of an economy’s health because they capture real-time consumer behaviour, particularly among lower and middle-income households. Unlike government data or consumer confidence surveys, which can be delayed or skewed by sentiment rather than action, fast-food sales reflect what people are actually doing with their money. Continue…

by David Buckland Posted in Market commentary.

• save this article
• POSTED IN Market commentary.

Australia’s housing crisis is deepening, with median Sydney house prices reaching 13.8 times the median household income, placing it among the least affordable cities globally. Continue…

by David Buckland Posted in Video Insights.

• 3 Comments
• save this article
• 3
• POSTED IN Video Insights.

TechnologyOne (ASX:TNE), has been a steady presence in the UK since 2006 but its recent transformation under a focused Software as a Service (SaaS) strategy has changed the firm’s earnings growth trajectory. After years of laying foundations in the education and local government sectors, the company is delivering robust growth and structural improvements that are now recognised by the market. With accelerating Annual Recurring Revenue (ARR) growth and a supportive digital transformation backdrop, TechnologyOne’s UK operations are poised for sustained momentum. Continue…

by Sean Sequeira Posted in Companies, Small Caps, Stocks We Like, Technology & Telecommunications.

• save this article
• POSTED IN Companies, Small Caps, Stocks We Like, Technology & Telecommunications.

Australia is the world’s second-largest exporter of liquefied natural gas (LNG), with an output of 81 million tonnes (MT) in 2024, surpassed only by the U.S., according to the International Gas Union 2025 World LNG Report. In a year when global LNG trade expanded by 2.4 per cent to 411.24 MT, Australia contributed a 1.48 MT increase, connecting 22 exporting markets with 48 importing ones. Continue…

by Roger Montgomery Posted in Energy / Resources.

• 2 Comments
• save this article
• 2
• POSTED IN Energy / Resources.

REA Group, the company behind realestate.com.au, has, perhaps unsurprisingly for those who have followed our commentary here at the blog, delivered another impressive financial performance, this time for the 2025 fiscal year (FY25). Record dividends and robust growth have been recorded despite the ongoing market challenges with respect to residential property listings. Continue…

by Roger Montgomery Posted in Companies, Property.

• save this article
• POSTED IN Companies, Property.