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Investing in gold – the bull case
April 10, 2025
by Roger Montgomery
Investing in emerging markets
Is now the time to invest in China and emerging markets?
April 4, 2025
by Roger Montgomery
David Buckland Video Insight
Improving the return on your liquid assets
March 27, 2025
by David Buckland
The three key influences of market performance
The three key influences of market performance
March 19, 2025
by Roger Montgomery
  • us economy money

    The warnings mount: first Buffett, and now Powell and Tudor Jones

    Roger Montgomery
    May 16, 2025

    The U.S. economy and stock market are teetering, according to Federal Reserve Chair Jerome Powell and billionaire hedge fund manager Paul Tudor Jones. Together, they warn that aggressive tariffs and a cautious monetary policy result in the economy and market facing heightened inflation risks, unemployment, and a downturn. Continue…

    by Roger Montgomery Posted in Market commentary.
    • save this article
    • POSTED IN Market commentary.
    us economy money
  • MEDIA

    ABC Newcastle Mornings – Winners and losers of the Australian election & market volatility

    Roger Montgomery
    May 15, 2025

    I recently joined Paul Turton on ABC Newcastle Mornings to discuss current market volatility and what investors might expect under a Labor government. Continue…

    by Roger Montgomery Posted in Radio.
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    • save this article
    • POSTED IN Radio.
  • apple

    The Apple of Warren Buffett’s eye

    Roger Montgomery
    May 15, 2025

    On May 3, Warren Buffett announced his retirement. Here’s my dictation (abbreviated) of his announcement:

    “The time has arrived where Greg should become the CEO of the company at year end, and I want to spring that on the directors effectively [of Berkshire Hathaway]”. Continue…

    by Roger Montgomery Posted in Companies.
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    • POSTED IN Companies.
    apple
  • Market Outlook for 2025

    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…

    by Roger Montgomery Posted in Video Insights.
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    • POSTED IN Video Insights.
    Market Outlook for 2025
  • 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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  • Bumpy road

    Perpetual bracing for impact

    Roger Montgomery
    May 14, 2025

    In a May 2025 letter to clients entitled ‘Brace for Impact’, Perpetual Asset Management Australia (ASX:PPT) echoed the cautionary sentiments of legendary investor Paul Tudor Jones, warning investors to “brace for impact” as markets fail to price in an economic slowdown already underway.

    Their letter highlights a precarious optimism in U.S. equity markets, despite looming threats from trade wars, elevated valuations, and diminishing diversification from traditional safe havens like U.S. treasury bonds. Continue…

    by Roger Montgomery Posted in Global markets.
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    • POSTED IN Global markets.
    Bumpy road
  • life 360

    Impressive March quarter results sends Life360’s share price up 18 per cent

    David Buckland
    May 13, 2025

    In response to Life360’s (ASX:360) March 2025 Quarterly update released on Monday 12 May, its share price has jumped 18 per cent from $23.58 to $27.85 in the past two trading days. Continue…

    by David Buckland Posted in Companies, Stocks We Like.
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    • 2
    • POSTED IN Companies, Stocks We Like.
    life 360
  • REA

    REA Group Q3 FY25 result  – yield resilience aids solid performance amid softer listings outlook

    Roger Montgomery
    May 13, 2025

    Last week, REA Group delivered a broadly in-line third quarter result, highlighting the resilience of its pricing power and disciplined cost management, even as listing volumes soften into the final quarter.

    Revenue for the period rose 12 per cent year-on-year to A$374 million, essentially matching market expectations, while earnings before interest, taxes, depreciation, and amortisation (EBITDA) excluding associates increased 12 per cent to A$199 million, just shy of consensus estimates. Free cash flow was robust at A$132 million, marking a 19 per cent year-on-year increase. Continue…

    by Roger Montgomery Posted in Companies, Property.
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    • POSTED IN Companies, Property.
    REA
  • mining

    Woodside turns up the heat – LNG expansion, strategic partnerships, and hydrogen future

    Roger Montgomery
    May 12, 2025

    Woodside Energy Group Ltd (ASX: WDS) (formerly Woodside Petroleum Ltd) is Australia’s largest independent dedicated oil and gas exploration and production company. With its share price down 46 per cent since September 2023, it might pay investors to understand the transformation occurring at the company and the reason it is now a three per cent position in The Montgomery Fund and a 2.3 per cent position in The Montgomery [Private] Fund. Continue…

    by Roger Montgomery Posted in Companies, Energy / Resources, Stocks We Like.
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    • POSTED IN Companies, Energy / Resources, Stocks We Like.
    mining
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