Electric vehicles (EVs) have been hailed as the future of transportation – promising a cleaner and greener alternative to traditional internal combustion engine (ICE) vehicles. Governments worldwide have pushed EV adoption through subsidies, tax credits, and ambitious targets, while car manufacturers have invested billions to electrify their fleets. However, announcements from major automakers, as well as recent data and surveys in the U.S., Australia, and Europe, suggest EVs may not be the wisest purchase for consumers today. Continue…

by Roger Montgomery Posted in Manufacturing.

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The front-of-mind topic for investors, now that reporting season is over, is what Trump’s trade wars and tariffs, the potential of an end to AI-related stock leadership, and general volatility mean for the stock market’s outlook. Today we touch on one of the bullish arguments I came across in my readings. Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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For years, we’ve been fed a whimsical story that battery electric vehicles (BEVs) are on an unstoppable march to dominate our roads – spurred on by ambitious government targets, subsidies, that hydrocarbons are evil, and a steady drumbeat of headlines proclaiming that “electric is the future.” Continue…

by Roger Montgomery Posted in Manufacturing.

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I joined Philip Clark on ABC Nightlife to discuss the latest finance news, including nervous investors, declining stock markets, Trump, tariffs, trade wars, and Chinese warships off our coast. Is there more selling on the horizon and what should investors look at?  You can listen to the full episode here: Nightlife Finance with Roger Montgomery

by Roger Montgomery Posted in Radio.

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Seasoned equities investors are always prepared for the rollercoaster ride that markets can deliver, but the post-U.S.-Presidential-election period has delivered a particularly dizzying ride, especially for those riding the ‘Trump Bump’. Is it over? Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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I am somewhat aghast to read of the latest tweet from the Chinese embassy in the United States. It reminds me of a disturbing historical pattern of conflict and caused me to consider the similarities with past pre-war triggers. Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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In this week’s video insight, I discuss the key takeaways from the latest earnings season and what they mean for investors. While many companies exceeded expectations, cautious guidance and trimmed ASX 200 forecasts suggest a slower recovery ahead. I also explore the growing role of artificial intelligence (AI) in earnings calls and whether it’s translating into real financial gains. 

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by Roger Montgomery Posted in Video Insights.

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In this week’s video insight, I discuss tariffs; what they are, how they work, and their broader impact. While much attention is on recent geopolitical theatrics, tariffs are reshaping trade and markets. Rather than speculating on their effects, I break down their mechanics, from taxation, to supply chains and consumer prices. Continue…

by Roger Montgomery Posted in Video Insights.

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