Video Insights
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Boom or bubble? Navigating today’s soaring stock market
Roger Montgomery
August 1, 2025
In this week’s video insight, I explore whether we’re in the midst of a genuine market boom – or drifting into bubble territory. While strong earnings, high margins, and a pause in rate hikes have fuelled the rally, valuations are stretching well beyond historical norms. continue…
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Climbing the ‘Wall of Worry’ – is the market rally built to last?
Roger Montgomery
July 24, 2025
This week I explored the growing warning signs lurking beneath the market’s strong performance. From ballooning U.S. fiscal deficits and overexposure to a handful of mega-cap tech stocks, to sky-high artificial intelligence (AI) valuations that echo the dot-com era – there are clear signals that caution is warranted.
While the current market resilience is impressive, now is the time to focus on quality stocks and diversifying your portfolio. Exploring alternative asset classes like private credit – which remains uncorrelated to public markets – could help investors navigate what comes next.
by Roger Montgomery Posted in Video Insights.
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Treasury’s tough truths: tax reform, housing crisis, and global risks
David Buckland
July 18, 2025
In this week’s video insight, I unpack the leaked Treasury report warning the Albanese Government that Australia’s budget cannot be sustainably repaired without both raising taxes and cutting spending. The report also casts doubt on the government’s ambitious housing targets, with rising construction costs and surging demand making them increasingly unrealistic. Political support for a ‘Big Australia’ is compounding the strain on housing supply and intensifying the cost of living crisis. continue…
by David Buckland Posted in Video Insights.
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Looking back – market cycles then and now
Roger Montgomery
July 4, 2025
In this week’s video insight, I thought I would break down an insightful article by Michael Howell of CrossBorder Capital titled ‘Accord’: The Most Dangerous Word in Forex Markets. Howell highlights that we’re 33 months into a global liquidity upswing, but signs like rising bond yields and narrowing equity gains suggest we’re entering a late-stage cycle. continue…
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From FAANG to MANGO – the new acronym analysts are sinking their teeth into
Roger Montgomery
June 26, 2025
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…
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Bonds are still flashing red
Roger Montgomery
June 18, 2025
Following strong interest from my latest video insight on the U.S. bond market this update takes a deeper look. continue…
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Bonds are flashing red
Roger Montgomery
June 3, 2025
In this week’s video insight I discuss why the bond market is setting off warning signs for investors, policy makers and the economy. continue…
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Australia’s housing and cost of living crisis is hurting the less well off
David Buckland
May 30, 2025
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.
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Bond markets signal caution – time to pay attention
Roger Montgomery
May 22, 2025
In this week’s video insight, I explore the complex interplay between Trump’s political theatrics and the U.S. bond market. continue…
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Market outlook for 2025
Roger Montgomery
May 15, 2025
In this weeks video insight, I discuss two schools of thought regarding stock market forecasts for 2025 – one cautious, the other more hopeful. continue…
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