Every few years – usually after gold has enjoyed a significant rally (the narrative always comes after the fact) – headlines pop up with increasingly bold predictions: “Gold is going to US$20,000 an ounce!”

To anyone outside the financial world, and with gold trading at about US$3,285 an ounce as of 16 April 2025, that sounds like hitting the jackpot – especially if you’re already holding some gold.

But before you imagine retiring early, there’s some useful concepts to understand with respect to the drivers of gold’s price. Continue…

by Roger Montgomery Posted in Market commentary.

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TUAS Limited (ASX:TUA), an emerging player in the Singapore telecom market, has caught the attention of investors and analysts alike. With its subsidiary, Simba, driving robust subscriber growth and a bold expansion into broadband and innovative eSIM products, TUAS is positioning itself as a formidable contender in a highly competitive landscape. A 31 March, 2025 report from broker, Peloton Capital, paints an optimistic picture, valuing the stock at A$8.04 and offering significant upside potential.

Let’s see if this ASX-listed telecom stock deserves further investigation. Continue…

by Roger Montgomery Posted in Companies.

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I recently joined Paul Turton on ABC Newcastle Mornings to discuss the market turmoil triggered by Trump’s tariffs. Investor sentiment plays a significant role in the rise and fall of markets, and right now investor confidence is shaken. During this segment we explored what investors should keep in mind during this period of heightened volatility. Continue…

by Roger Montgomery Posted in Radio.

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Last week I explored the bullish perspective of investing in gold. As promised, this week I will explore the viewpoints of several gold bears. Continue…

by Roger Montgomery Posted in Video Insights.

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With our own construction industry grappling with challenges and vulnerabilities highlighted by a wave of recent high-profile collapses, investors – especially private credit investors – you need to sit up, pay attention and make some decisions. Continue…

by Roger Montgomery Posted in In the Press.

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Overnight, U.S. President Trump backflipped on punitive global tariffs, bringing them down to a universal 10 per cent except for China, against which tariffs were raised from 104 per cent to 125 per cent. 

Equity markets breathed a sigh of relief but is the coast clear? Continue…

by Roger Montgomery Posted in Global markets.

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One of my favourite movies of all time was a 1994 commercial flop. A comedy directed by the otherwise hugely successful Coen Brothers. The Hudsucker Proxy follows Norville Barnes, a naive young man from Muncie, Indiana, who arrives in New York City with big dreams and an invention. Barnes lands a low-level mail-room job at Hudsucker Industries just as the company’s founder, who is also its president, commits suicide by jumping out of a window. Continue…

by Roger Montgomery Posted in Market commentary.

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I joined Philip Clark on ABC Nightlife to unpack the recent market volatility, sparked by Donald Trump’s latest tariff announcements – and what’s next for equities, interest rates, and global markets. Continue…

by Roger Montgomery Posted in Radio.

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