Warren Buffett recently observed that markets can quickly turn from green to red, without pausing at yellow.  It was a veiled warning that when valuations are at extremes – as they are today – it doesn’t take much to trigger something serious. Continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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In very early March we sent our Montgomery [Private] Fund investors the February Investment Report. It is a particularly useful insight for all investors, and with the passage of time it can now be shared with you. Continue…

by Roger Montgomery Posted in Insightful Insights.

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by Roger Montgomery's Team Posted in Old Content.

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In this interview with Ross Greenwood on Money News we discussed how infrastructure is a key to the building blocks of Australia. What do you think is the most important piece of infrastructure?

by Roger Montgomery Posted in Radio.

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“Whatever your job is, the chances are that one of these machines can do it faster or better than you can.” Sound familiar? It’s from a tabloid (the Daily Mirror) back in 1955. This was first instance where the media headlines fuelled fears that artificial intelligence (a term coined by mathematician John McCarthy), would lead to mass unemployment. Continue…

by Lisa Fedorenko Posted in Technology & Telecommunications.

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by Roger Montgomery's Team Posted in Old Content.

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A new report confirms that mortgages in arrears are rising sharply. Is this just a blip, or a worrying sign that more and more Australian borrowers are struggling to meet their commitments? Continue…

by Andreas Lundberg Posted in Editor's Pick, Financial Services.

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Last Friday, I attended a conference call with Dr R David Edelman, Former Special Assistant to President Obama for Economic and Technology Policy, National Economic Council (NEC), where he discussed the tectonic shift in terms of the headwinds facing Facebook, and to a lesser degree the US Technology Sector. Continue…

by David Buckland Posted in Companies.

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