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At a conference in October 1975 at the Winter Gardens in Blackpool, UK, Margaret Thatcher critiqued socialism.  Despite her insights 51 years ago, left-leaning leaders today still try and fail to make socialism work.

From Canada under Justin Trudeau, and New Zealand under Jacinda Ardern, to the U.K under Keir Starmer, and even the U.S. under Biden, nations have elected officials to enact ideological promises with disastrous fiscal, economic and social consequences.

While no one’s policies are perfect and many were flawed, let Margaret Thatcher’s criticism of the socialist agenda 51 years ago be a reminder to our voters today that we can’t tax our way to prosperity.  Prosperity requires financial discipline, enterprise, affordable energy, productivity, and investment. Continue…

by Roger Montgomery Posted in Market commentary.

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In this video, I discuss why Megaport (ASX: MP1) has become one of our highest-conviction holdings, including its position in AI infrastructure, differentiated data centre strategy and potential to benefit from growing demand for AI inference.

Disclaimer: The Montgomery Small Companies Fund owns shares in MP1. This video was prepared 14 September 2026 with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade MP1, you should seek financial advice.  Continue…

by Gary Rollo Posted in Companies, Editor's Pick, Feature Article, Insightful Insights, Investing Education, Manufacturing, Market commentary, Market Valuation, Popular, Small Caps, Stocks We Like, Video Insights.

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In my latest article for The Australian, I look at the growing pressure facing Australian homeowners as rising living costs, higher interest rates and mortgage repayments stretch household budgets. With mortgage stress at its highest level in 18 years, I explore the economic pressures behind the figures and what they could mean for households if conditions remain challenging.

Download the article here: Homeowners pay the high price of Labor’s fiscal mismanagement Continue…

by Roger Montgomery Posted in Economics, Editor's Pick, In the Press, Market commentary, Property.

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In this video, I discuss why we see the build-out of AI in Australia as an investable opportunity, from the infrastructure supporting it to the businesses positioned to benefit. I also explain our approach to investing early, starting with smaller positions and increasing exposure as potential winners emerge.

by Gary Rollo Posted in Economics, Editor's Pick, Feature Article, Insightful Insights, Investing Education, Market commentary, Popular, Small Caps, Video Insights.

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In my article for Firstlinks, I explore whether the extraordinary investment boom in artificial intelligence (AI) could ultimately end in financial pain for investors, even if the technology itself transforms society. History shows that revolutionary technologies can deliver enormous benefits while destroying the capital of those who overpaid to build them. With Big Tech committing hundreds of billions of dollars to AI infrastructure, costs rising, competitive moats weakening and the price of intelligence rapidly falling, the pressure to generate adequate returns is mounting. As cash flows come under strain and the AI trade begins to unwind, investors are left with a critical question: can the hyperscalers generate enough profit to justify the scale of spending, or is the AI boom following a familiar historical path?

You can read the article here: Firstlinks – Will AI destroy investor capital? 

by Roger Montgomery Posted in On the Internet.

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When the benchmark 10-year U.S. Treasury yields pierced five per cent on September 14, they reached their highest level since October 2023, and signalled a potential conflict between sovereign debt realities and a relentlessly optimistic equity market. Continue…

by Roger Montgomery Posted in Economics, Editor's Pick, Global markets, Insightful Insights, Market commentary, Market Valuation.

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Clint Maddock, Director and Co-Founder of Digital Asset Funds Management (DAFM), speaks with Chris Gosselin, CEO of Australian Fund Monitors, about the DAFM Digital Income Fund – Digital Income Class. They discuss the fund’s arbitrage strategy, the impact of lower crypto volatility and trading volumes, the outlook for digital asset markets, and DAFM’s distribution partnership with Montgomery. 

Continue…

by Roger Montgomery Posted in Digital Asset Funds Management, Video Insights.

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