Bond markets signal caution – time to pay attention READ HERE to learn more.
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Fast-food sales confirm U.S. economy is on struggle street
David Buckland
May 26, 2025
Fast-food and drive-thru sales are powerful gauges of an economy’s health because they capture real-time consumer behaviour, particularly among lower and middle-income households. Unlike government data or consumer confidence surveys, which can be delayed or skewed by sentiment rather than action, fast-food sales reflect what people are actually doing with their money. Continue…
by David Buckland Posted in Market commentary.
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Opportunities amid the uncertainty for investors who stay focused
Roger Montgomery
May 23, 2025
This week U.S. President Donald Trump has executed something of an about-face on tariffs on Chinese imports, and predictably the market extended its celebration.
This article was first published in The Australian on 16 May 2025.
by Roger Montgomery Posted in In the Press.
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Chinese demand fuels surge in Australian beef exports amid global trade uncertainties
Roger Montgomery
May 23, 2025
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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Understanding political manipulation – Bernie Sanders’ insightful analysis from two decades ago.
Roger Montgomery
May 23, 2025
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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Bond markets signal caution – time to pay attention
Roger Montgomery
May 22, 2025
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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Insuring its own future – the QBE turnaround
Sean Sequeira
May 21, 2025
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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You’re fired! Another day, and another example of Trump commercialising the office of President for personal gain
Roger Montgomery
May 20, 2025
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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Ausbiz – bull vs bear market outlook for 2025
Roger Montgomery
May 19, 2025
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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