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  • Bond markets signal caution – time to pay attention READ HERE to learn more.

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Reporting season wrap-up
March 10, 2025
by Roger Montgomery
Tariffs: how they work and their real impact
March 7, 2025
by Roger Montgomery
Navigating interest rate cuts: how retirees can protect their investments 
March 3, 2025
by Roger Montgomery
Australian reporting season: strong start with surprises on dividends and upgrades
February 21, 2025
by Roger Montgomery
  • Stock Market

    Scratching your head about the stock market rally? It makes perfect sense.

    Roger Montgomery
    May 12, 2025

    With the U.S. economic picture deteriorating, you might be wondering why the market is rallying. It’s simple if you remember that hope springs eternal.

    U.S. President Donald Trump’s first chaotic days in office have been economically disruptive, thanks to a whirlwind 143 executive orders, a tornado of declared emergencies, and tariffs heralding a trade war – particularly the 135 per cent levy on Chinese imports. Continue…

    by Roger Montgomery Posted in Market commentary.
    • save this article
    • POSTED IN Market commentary.
    Stock Market
  • Tariff

    Will the rally continue?

    Roger Montgomery
    May 9, 2025

    The recent relief rally in the S&P 500 is welcome, but is it sustainable? The stock market’s vulnerability is a weakness in Trump’s arsenal against China, and it’s also a barometer of his popularity. Meanwhile, the market and the U.S. economy are heavily reliant on consumer spending, with personal consumption expenditures accounting for approximately 70 per cent of U.S. Gross Domestic Product (GDP), according to the Bureau of Economic Analysis. Continue…

    by Roger Montgomery Posted in Market commentary.
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    • POSTED IN Market commentary.
    Tariff
  • Labors big win and buffett bows out - video insight

    Labor’s big win and Buffett bows out – What investors need to know

    Roger Montgomery
    May 8, 2025

    In this week’s video insight, I cover two major headlines that hit papers this week: Labor’s sweeping win in the federal election and Warren Buffett’s retirement as CEO of Berkshire Hathaway.

    Labor’s second-term agenda is set to reshape sectors like transport, energy, healthcare, and housing. With budget plans and reform drawing the line between winners and losers. Continue…

    by Roger Montgomery Posted in Video Insights.
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    • POSTED IN Video Insights.
    Labors big win and buffett bows out - video insight
  • US Recession

    U.S. recession risks for the regions

    Roger Montgomery
    May 7, 2025

    The global economy faces a complex landscape as trade tensions between the United States and China persist, threatening economic stability. This week, Ric Deverell, the highly regarded Chief Economist at Macquarie, shared insights on the potential for a U.S. recession, the resilience of China’s economy, and the ripple effects on global markets, including Australia and Europe. Our interpretation of his comments follows, and where data is independently available, we have provided that data along with sources. Continue…

    by Roger Montgomery Posted in Economics, Foreign Currency, Global markets, Market commentary.
    • save this article
    • POSTED IN Economics, Foreign Currency, Global markets, Market commentary.
    US Recession
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  • Gold

    Gold-plated billionaires

    Roger Montgomery
    May 7, 2025

    For years I have abided by the idea that gold is useless. As Charles Munger noted; if you buy an ounce of gold today, at the end of eternity, you will still own an ounce of gold. With no industrial use and producing no income, Munger’s partner, Warren Buffett, noted gold is only good for doing two things: ‘looking and fondling’. They are right in the sense that, without any ability to compound or any commercial value, buying gold is a bet that others will subsequently buy gold at a higher price. In that sense, buying gold is speculation rather than investing.

    I remain convinced, buying gold is, and will always be, a bet on fear. Continue…

    by Roger Montgomery Posted in Market commentary.
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    • POSTED IN Market commentary.
    Gold
  • Roger - ABC News

    MEDIA

    The Business: ABC Television news – Westpac half-year results and Australian election outcomes

    Roger Montgomery
    May 6, 2025

    Last night, I appeared on ABC News to discuss Westpac’s (ASX:WBC) half-year financial results, where CEO Anthony Miller reported disappointing numbers. Continue…

    by Roger Montgomery Posted in Market commentary, TV Appearances.
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    • POSTED IN Market commentary, TV Appearances.
    Roger - ABC News
  • Warren Buffet

    The end of an epoch. Warren Buffett retires.

    Roger Montgomery
    May 6, 2025

    Australian investors, engrossed in the 2025 Federal Election, may have missed a seismic shift in the global financial landscape: Warren Buffett, the legendary investor and CEO of Berkshire Hathaway, announced his retirement at the age of 94. On Saturday, during the company’s annual shareholder meeting in Omaha, Nebraska, Buffett revealed he would step down as CEO and chairman by the end of the year, handing the reins to Vice Chairman Greg Abel. Continue…

    by Roger Montgomery Posted in Global markets, Market commentary.
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    • POSTED IN Global markets, Market commentary.
    Warren Buffet
  • Voting

    Winners and losers from Labor’s 2025 Australian election victory

    Roger Montgomery
    May 5, 2025

    Labor’s resounding victory at the weekend’s Federal Election, securing a second term with a strengthened parliamentary majority, defied predictions of a close contest, possibly reflects the idealism of a new generation of voters, and grants Labor a mandate to advance a socialist policy agenda.

    Victoria’s fiscal challenges however are the result of a long-term Labor government running a socialist agenda that has now run out of other people’s money. Continue…

    by Roger Montgomery Posted in Companies, Economics, Market commentary.
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    • POSTED IN Companies, Economics, Market commentary.
    Voting
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