This morning on ABC Mornings with Paul Turton, we discussed the upcoming corporate reporting season and what it might reveal about Australia’s economic health. I noted that while markets have been strong so far this year – led by banks and tech – investors will be closely watching whether earnings justify this optimism. Continue…

by Roger Montgomery Posted in Radio.

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There’s a lot going on in cryptocurrency markets and while many still dismiss them as a fad, recent announcements and enacted legislation in the U.S., demands investors begin to pay attention to the emerging asset class, if they haven’t already. Continue…

by Roger Montgomery Posted in Market commentary.

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Australia’s reporting season is now underway, shifting investor attention from Trump’s tariffs and cheating on the golf course to company earnings, as well as their 2026 outlook statements.  

The goal? Pinpointing sectors and businesses with the potential for genuine earnings growth. Even if Trump’s actions cause vibrations in the market, it will be the companies that can grow that will ultimately deliver the most attractive returns.  Continue…

by Roger Montgomery Posted in Companies.

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Last week, I attended an Australian housing market update from Eliza Owen, Head of Research at Cotality (formerly Core Logic). Below are some key insights that I thought were worth highlighting. Continue…

by David Buckland Posted in Market commentary, Property.

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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…

by Roger Montgomery Posted in Video Insights.

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I joined Phil Clark on ABC Nightlife to explore why markets are rallying despite wars, tariffs, and economic uncertainty. I explained how abundant liquidity is fuelling speculation – from meme stocks to cryptocurrency – and shared why investors should tread carefully. Continue…

by Roger Montgomery Posted in Radio.

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I joined David Taylor on ABC’s The World Today to discuss the growing wave of speculative euphoria sweeping global financial markets. From meme stocks and cryptocurrencies to gold and penny stocks, investors are chasing high returns. Could this just be a reflection of greater liquidity? Continue…

by Roger Montgomery Posted in Radio.

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With apologies to William Shakespeare, signs of a bit of froth and frenzy have begun to be acknowledged in markets this last week. As we have previously noted, liquidity is the fuel for such episodes, and as long as liquidity remains abundant, we should expect more, rather than less, evidence of irrationality. Continue…

by Roger Montgomery Posted in Market commentary.

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