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.

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Twenty years ago, U.S. Senator Bernie Sanders delivered a powerful explanation of a political tactic used to persuade voters to support policies that benefit the wealthy, often at the expense of their own interests. Continue…

by Roger Montgomery Posted in Market commentary.

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In this week’s video insight, I explore the complex interplay between Trump’s political theatrics and the U.S. bond market. Continue…

by Roger Montgomery Posted in Video Insights.

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QBE (ASX:QBE) has been a long-term holding of the Australian Eagle Long portfolio, albeit one that has faced its share of missteps over the years. However, in recent periods, the business has undergone a clear and deliberate transformation under current management, with a renewed focus on profitability, discipline and simplification. Continue…

by Sean Sequeira Posted in Companies, Stocks We Like.

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The U.S. Copyright Office recently released a detailed report on the complex issue of using copyrighted materials to train artificial intelligence (AI) models, which has sparked heated debate in the tech and creative industries. However, the report’s measured recommendations were overshadowed by the Trump administration’s swift dismissal of the office’s director. Continue…

by Roger Montgomery Posted in Market commentary.

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Last week, I joined Juliette Saly on Ausbiz to discuss the contrasting bull and bear market outlooks for 2025. Continue…

by Roger Montgomery Posted in TV Appearances.

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We recently published a blog post here showing that all of Berkshire Hathaway’s alpha between 2016 and 2023 came from just one stock – Apple. Without Apple, Berkshire would have underperformed the S&P 500. 

I know firsthand how challenging it can be to invest in equities. Pursuing exceptional returns requires the ability to identify rare out-performers and the discipline to hold them through inevitable market turbulence. Continue…

by Roger Montgomery Posted in Investing Education.

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This week, I spoke with Phil Clark on ABC Nightlife about the latest moves from the Trump administration and their impact on the U.S. economy. We looked at how markets are reacting to Trump’s 90-day tariff pause amid ongoing policy flip-flops that are shaking investor confidence. With stagnant Gross Domestic Product (GDP) and supply chain disruptions, the equity market outlook remains challenging. We also discussed the strengthening euro as U.S. exceptionalism fades. Continue…

by Roger Montgomery Posted in Radio.

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