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

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Artificial Intelligence and the increasing demand for electricity
July 5, 2024
by David Buckland
Private Credit and the demographic tailwind
June 28, 2024
by David Buckland
Tech dreams and nightmares 
June 19, 2024
by Roger Montgomery
Private credit transactions are everywhere 
June 6, 2024
by David Buckland
  • DB ausbiz

    MEDIA

    AUSBIZ – THE IMPACT OF ON-AGAIN, OFF-AGAIN TARIFFS ON THE ECONOMY

    David Buckland
    April 23, 2025

    I joined Juliette Saly from Ausbiz last week to discuss the market reaction to Trump’s on-again off-again tariffs. The unpredictable nature of these trade measures has fuelled volatility in markets, further compounded by China’s retaliatory actions. Continue…

    by David Buckland Posted in TV Appearances.
    • save this article
    • POSTED IN TV Appearances.
    DB ausbiz
  • MEDIA

    ABC Statewide Drive – U.S. and China trade tensions

    David Buckland
    April 22, 2025

    Last week, I joined Jess Maguire on ABC Statewide Drive to discuss the trade tensions between China and the U.S, and what this means for investors. Continue…

    by David Buckland Posted in Radio.
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    • POSTED IN Radio.
  • Is gold going to $20,000/ounce? 

    Roger Montgomery
    April 22, 2025

    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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    • POSTED IN Market commentary.
  • Phone call - TUAS blog 2

    TUAS delivers strong half year results

    Roger Montgomery
    April 17, 2025

    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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    • POSTED IN Companies.
    Phone call - TUAS blog 2
  • Discover how to value the best stocks and buy them for less than they’re worth.

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    “This is a book you simply must read.
    The very best investors in the world are “value” investors.”

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  • MEDIA

    ABC Newcastle Mornings – market volatility

    Roger Montgomery
    April 16, 2025

    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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  • Investing in gold- the bear case thumbnail

    Investing in gold – the bear case

    Roger Montgomery
    April 15, 2025

    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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    • POSTED IN Video Insights.
    Investing in gold- the bear case thumbnail
  • The Australian - blog repost

    MEDIA

    Why the collapse of building companies is a wake-up call to private credit investors

    Roger Montgomery
    April 14, 2025

    If you haven’t noticed, the U.S. construction sector is that economy’s wildcard, and it’s sounding an alarm bell that can be heard across the Pacific all the way to Australia.

    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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    • POSTED IN In the Press.
    The Australian - blog repost
  • Don’t be deceived – chaos to remain

    Roger Montgomery
    April 11, 2025

    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.
    • 2 Comments
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    • POSTED IN Global markets.
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