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  • Is the market rally built to last? WATCH THE LATEST VIDEO INSIGHT HERE.

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Why Symbio sees a long growth story in the Asian market
October 19, 2022
by Gary Rollo
What do catalysts mean for the investment choices in The Montgomery Fund?
October 14, 2022
by Roger Montgomery
Which investors didn’t lose money in September?
October 14, 2022
by Roger Montgomery
Aura Group’s private credit track record
October 7, 2022
by Roger Montgomery
  • MEDIA

    December ABC Nightlife – Finance

    Roger Montgomery
    December 19, 2024

    This week, I had the pleasure of joining Phil Clarke on ABC Nightlife to reflect on the surprising performance of the share market in 2024 and to discuss my outlook for 2025. At the start of the year, many investors and advisers anticipated modest returns following a strong 2023. However, the market defied expectations, delivering even greater gains despite being described by some experts as a “melt-up.” During the episode, I shared insights into why I believe markets may not be as overvalued as they appear, along with what else is on the horizon.

    Continue…

    by Roger Montgomery Posted in Radio.
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    • POSTED IN Radio.
  • Is Big Australia a big mistake or a big lie?

    Roger Montgomery
    December 19, 2024

    Why do we have a housing crisis? We’re told it’s because there isn’t enough housing, so the price to purchase or rent is too high for young people. There’s no denying the truth of those two answers. One might, however, choose to dig a little deeper: Why do we not have enough houses in Australia, and why are prices so high? Continue…

    by Roger Montgomery Posted in Economics, Editor's Pick.
    • 24 Comments
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    • 24
    • POSTED IN Economics, Editor's Pick.
  • Government bonds for sale. Eventually, you run out of other people’s money!

    David Buckland
    December 18, 2024

    The U.S. recorded its 23rd consecutive federal deficit in the year to September 2024 at US$1.83 trillion, around 6.5 per cent of gross domestic product (GDP). For October and November 2024, the federal budget deficit hit US$622 billion, up US$242 billion or 64 per cent year-on-year. Admittedly, some of the jump was related to timing differences. Continue…

    by David Buckland Posted in Economics.
    • save this article
    • POSTED IN Economics.
  • Any fears for 2025?

    Roger Montgomery
    December 17, 2024

    At the beginning of 2024, investors and commentators were almost unified in their belief that after a solid 2023, more modest returns were likely. An article in the Australian Financial Review (AFR) at the beginning of the year described the market thus: “An inexplicable and self-perpetuating melt-up that veteran analysts unanimously agree defies the fundamentals is powering the broader index to all-time highs.” Continue…

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

    ABC Statewide Drive – What’s ahead for 2025

    Roger Montgomery
    December 16, 2024

    In my recent interview on ABC Statewide Drive with Jess McGuire, I shared insights on the outlook for the stock market in 2025. We discussed how focusing on the combination of disinflation and positive economic growth can be key drivers of success, rather than getting caught up in the noise from the broader financial commentary. You can listen to my segment from the 1:45-minute mark here. ABC Statewide Drive – What’s ahead for the stock market in 2025

    by Roger Montgomery Posted in Radio.
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    • POSTED IN Radio.
  • MEDIA

    Ausbiz – The “Euphoriameter”

    Roger Montgomery
    December 13, 2024

    Yesterday, I appeared on ausbiz to share my thoughts on the current bull market, including the potential for a correction in January or a broader pullback next year. We discussed how disinflation and economic growth have historically supported innovative companies with pricing power. I also touched on sentiment indicators like the “euphoriameter”, highlighting that while these can signal extremes, the S&P 500 has historically continued to rally after past peaks. Continue…

    by Roger Montgomery Posted in TV Appearances.
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    • POSTED IN TV Appearances.
  • Tuas

    Tuas (ASX:TUA): A growth story unfolding in Singapore’s telecom landscape

    Roger Montgomery
    December 13, 2024

    Pronounced ‘Too-As’, Tuas Limited (ASX:TUA) is a founder-led ASX-listed company providing telecommunications services, while owning and operating a mobile network in Singapore.

    Back in April, I discussed Tuas here. Back then the share price was $3.82. Yesterday, it traded just above $6.00, and I believe further upside is possible. Continue…

    by Roger Montgomery Posted in Companies, Stocks We Like.
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    • POSTED IN Companies, Stocks We Like.
    Tuas
  • Markets are euphoric! Maybe.

    Roger Montgomery
    December 12, 2024

    According to multiple commentators and outlets reporting on those commentators, the equity market is now at a euphoric level – officially. Evidently, there’s a measure for euphoria produced by Callum Thomas, the founder of Topdowncharts, in Queenstown, New Zealand. Continue…

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