Investing Education
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More bears join the chorus
Roger Montgomery
May 22, 2026
As the list of bears publicly declaring the end of the stock market’s bull run grows, so does the wave of charts, indicators and correlations used to explain or justify the growing chorus of crash predictions.
The bear camp’s advocates now include, most vocally, Scott Galloway, Ray Dalio and Michael Burry, and perhaps more reservedly, Torsten Sløck. Others in the bear camp include Jim Rogers and Morgan Stanley’s Mike Wilson. continue…
by Roger Montgomery Posted in Economics, Global markets, Insightful Insights, Investing Education.
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They can’t all be wrong at the same time. Can they?
Roger Montgomery
May 21, 2026
Four consecutive years of high double-digit returns in the stock market is a rare occurrence. Indeed, it’s happened once in 100 years. If this year ended on a high, it would be the second time investors enjoyed four consecutive high-returning years.
A growing number of reputable investors, however, are suggesting that the outcome is unlikely and they’re citing the relentless rise of sovereign bond yields.
According to Torsten Sløk, chief economist at Apollo Global Management, government bond yields across the Group of Seven (G7) nations have surged to their highest levels since 2004. continue…
by Roger Montgomery Posted in Economics, Global markets, Insightful Insights, Investing Education, Market commentary.
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Yardeni vs. Burry – The Bull vs. the Bear
Roger Montgomery
May 15, 2026
Red Corner (Bull) Ed Yardeni
I have written about and referenced both gents for years, and if you’d like to hear from them first-hand, you can subscribe to their musings on Substack. In the red corner is Ed Yardeni, founder of Yardeni Research and in the blue (bearish corner) is Michael Burry. continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education, Market commentary.
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How the budget turns a reno to ruin
Rhodri Taylor
May 14, 2026
The 2026-27 Australian Federal Budget, handed down on May 12, 2026, fundamentally alters the economics of property flipping.
For decades, a tax system that rewarded capital growth over rental yield made the “buy, renovate, and flip” property model a popular way for middle-class investors with a bit of energy and an idea to get ahead.
However, Labor’s latest proposed tax reforms have gutted the high margins that once made short-term established property speculation rewarding. continue…
by Rhodri Taylor Posted in Economics, Insightful Insights, Investing Education, Market commentary, Property.
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MEDIA
Ausbiz – Budget risks and market warnings
Roger Montgomery
May 14, 2026
I joined Juliette Saly on Ausbiz today to discuss the 2026 Federal Budget and whether changes to Capital Gains Tax (CGT) and negative gearing could ultimately create unintended consequences for younger Australians. While the reforms are aimed at improving housing affordability, I explained why reduced incentives for investors and forecasts for fewer homes to be built could place further pressure on supply and long-term wealth creation. continue…
by Roger Montgomery Posted in Economics, Insightful Insights, Investing Education, Market commentary, TV Appearances.
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WHITEPAPER
THE PROPERTY RUG PULL
Discover how proposed changes to negative gearing, Capital Gains Tax and holiday home tax rules could reshape property investing, and why investors may consider private credit as property returns become less certain and tax advantages diminish.
READ HERE -
IMF vs. Australian Treasury: “the Severe scenario”
David Buckland
May 14, 2026
Higher global inflation and lower growth will reflect the scale of impact dependent on the length and severity of the U.S./Iran war.
The near-term forecasts for global Gross Domestic Product (GDP) from the International Monetary Fund (IMF) use a Reference Scenario, Adverse Scenario and a Severe Scenario, as illustrated in Graph 1 below. continue…
by David Buckland Posted in Economics, Energy / Resources, Insightful Insights, Investing Education.
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The property market just changed forever – A major shift for investors
Roger Montgomery
May 14, 2026
In my latest video insight, I explain why I believe the budget could fundamentally reshape property investing in Australia. Changes to negative gearing and capital gains tax may discourage investment in established properties, slow housing and credit growth, and create unintended consequences for banks, property-related businesses and younger Australians trying to build wealth.
by Roger Montgomery Posted in Economics, Editor's Pick, Insightful Insights, Investing Education, Market commentary, Property, Video Insights.
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MEDIA
Over The Money Fence – Why everything still feels so uncertain right now – and what it means for your money
Roger Montgomery
May 14, 2026
This week I am back with Over The Money Fence with Nicola Dale and Di Edwards.
This series aims to help you take control of your finances with clarity and confidence.
In this episode, I reassure Nicola and Di that despite everything that’s going on globally, it’s not all doom and gloom when it comes to the economy and markets.
Are we in a recession? I discuss the cost-of-living crisis and how this is changing our spending habits, plus the latest pricing tricks used by supermarkets and airlines.
We also talk about property and why I believe that people who are predicting that property prices in Australia will fall by 40 per cent are wrong. continue…
by Roger Montgomery Posted in Aura Group, Economics, Investing Education, Market commentary, Podcast Channel.
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The 2026 Federal Budget – insights for investors
David Buckland
May 13, 2026
The 2026 Federal Budget has landed with some significant implications for investors.
I discuss the key economic indicators and the tax changes that are set to reshape the investment landscape.Economy
The starting point is to expect higher global inflation and lower growth with the scale of impact dependent on the length and severity of the U.S./Iran war.
Growth in Australia is expected to slow to 1.75 per cent in 2026/2027.
Real wages are expected to go backwards again, which means living standards are expected to decline. continue…
by David Buckland Posted in Economics, Editor's Pick, Feature Article, Financial Services, Insightful Insights, Investing Education, Market commentary, Popular.
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MEDIA
ABC The Business – Currency, Commodities and Investor Confidence
Roger Montgomery
May 11, 2026
I joined David Taylor on ABC’s The Business to discuss the recent strength in the Australian dollar and why markets are viewing the Reserve Bank of Australia (RBA) as one of the more hawkish central banks globally. I explained that investors are increasingly betting on further Australian rate rises, which has helped push the Australian dollar higher relative to other currencies. We also discussed how rising oil prices, ongoing geopolitical tensions and the upcoming federal budget could all influence inflation and the future direction of interest rates. continue…
by Roger Montgomery Posted in Editor's Pick, Foreign Currency, Global markets, Insightful Insights, Investing Education, Market commentary, Market Valuation, TV Appearances.
