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The expectations and surprises of reporting season 
March 1, 2024
by Roger Montgomery
Altium: An extraordinary roller coaster over its 25-year listed history 
February 23, 2024
by David Buckland
Equity analysts surprised by the recent retail landscape
February 16, 2024
by Roger Montgomery
Will the pain of Australia’s cost of living pressures be coming to an end soon?
February 9, 2024
by David Buckland
  • China’s rising tensions – lessons from historical parallels

    Roger Montgomery
    March 11, 2025

    I am somewhat aghast to read of the latest tweet from the Chinese embassy in the United States. It reminds me of a disturbing historical pattern of conflict and caused me to consider the similarities with past pre-war triggers. Continue…

    by Roger Montgomery Posted in Global markets, Market commentary.
    • save this article
    • POSTED IN Global markets, Market commentary.
  • Reporting season wrap-up

    Roger Montgomery
    March 10, 2025

    In this week’s video insight, I discuss the key takeaways from the latest earnings season and what they mean for investors. While many companies exceeded expectations, cautious guidance and trimmed ASX 200 forecasts suggest a slower recovery ahead. I also explore the growing role of artificial intelligence (AI) in earnings calls and whether it’s translating into real financial gains. 

    Continue…

    by Roger Montgomery Posted in Video Insights.
    • save this article
    • POSTED IN Video Insights.
  • Tariffs: how they work and their real impact

    Roger Montgomery
    March 7, 2025

    In this week’s video insight, I discuss tariffs; what they are, how they work, and their broader impact. While much attention is on recent geopolitical theatrics, tariffs are reshaping trade and markets. Rather than speculating on their effects, I break down their mechanics, from taxation, to supply chains and consumer prices. Continue…

    by Roger Montgomery Posted in Video Insights.
    • save this article
    • POSTED IN Video Insights.
  • MEDIA

    Ausbiz – Should you be greedy when others are fearful?

    Roger Montgomery
    March 6, 2025

    This morning, I joined Ausbiz to break down the “Trump slump” and its impact on equity markets, with major indices and big technology stocks facing pressure. We explored how central bank liquidity, bond market fluctuations, and artificial intelligence (AI) revenue concerns are shaping investor sentiment. With bearish sentiment on the rise, the question now is whether this environment presents a real opportunity for active investors and selective stock picking.

    by Roger Montgomery Posted in TV Appearances.
    • save this article
    • POSTED IN TV Appearances.
  • Discover how to value the best stocks and buy them for less than they’re worth.

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    “This is a book you simply must read.
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  • Could Oval Office madness be part of a bigger plan?

    Roger Montgomery
    March 6, 2025

    The U.S. is a flawed country, but many believe, as the New York Times’s David Brooks noted, is fundamentally a force for good. Citing the Marshall Plan, the defeat of fascism, and the defeat of the Soviet Union, as examples, and acknowledging Iraq and Vietnam, as mistakes of stupidity, naïveté and arrogance, Brooks believes the U.S. has always been well-intentioned. Continue…

    by Roger Montgomery Posted in Economics.
    • 1 Comments
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    • 1
    • POSTED IN Economics.
  • MEDIA

    ABC NEWCASTLE MORNINGS – FEBRUARY 2024

    Roger Montgomery
    March 5, 2025

    I joined Paul Turton on ABC Newcastle radio to discuss the recently announced tariffs and their impact on global markets. The market reacted swiftly, with both the S&P 500 and Nasdaq declining as investors weighed the potential consequences. Many economists believe these tariffs could have negative long-term effects, despite being designed to encourage onshore manufacturing, particularly in the technology sector. However, such policies also carry risks, including escalating trade wars between countries and disruptions to imports and exports, which could have broader economic implications. Continue…

    by Roger Montgomery Posted in Radio.
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    • save this article
    • POSTED IN Radio.
  • The stock market’s stagnant start to 2025

    Roger Montgomery
    March 5, 2025

    Two months into 2025 and a palpable sense of disquiet seems to have settled over equity markets. Far from the jubilant ascents of the previous two years, the stock market’s performance this year has been a sobering affair, marked by a notable absence of vigour. Continue…

    by Roger Montgomery Posted in Technology & Telecommunications.
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    • POSTED IN Technology & Telecommunications.
  • Should you always be greedy when others are fearful? 

    Roger Montgomery
    March 4, 2025

    Here’s something curious: the American Association of Individual Investors (AAII) – an organisation with over 160,000 members – has a sentiment survey that offers insight into the opinions of individual investors by asking them their thoughts on where the market is heading in the next six months. They have been conducting the weekly survey of members since 1987.  Continue…

    by Roger Montgomery Posted in Market commentary.
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    • POSTED IN Market commentary.
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