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Australian investors, engrossed in the 2025 Federal Election, may have missed a seismic shift in the global financial landscape: Warren Buffett, the legendary investor and CEO of Berkshire Hathaway, announced his retirement at the age of 94. On Saturday, during the company’s annual shareholder meeting in Omaha, Nebraska, Buffett revealed he would step down as CEO and chairman by the end of the year, handing the reins to Vice Chairman Greg Abel. Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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Australia’s housing crisis is deepening, with median Sydney house prices reaching 13.8 times the median household income, placing it among the least affordable cities globally. Continue…

by David Buckland Posted in Video Insights.

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With the U.S. economic picture deteriorating, you might be wondering why the market is rallying. It’s simple if you remember that hope springs eternal.

U.S. President Donald Trump’s first chaotic days in office have been economically disruptive, thanks to a whirlwind 143 executive orders, a tornado of declared emergencies, and tariffs heralding a trade war – particularly the 135 per cent levy on Chinese imports. Continue…

by Roger Montgomery Posted in Market commentary.

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On May 3, Warren Buffett announced his retirement. Here’s my dictation (abbreviated) of his announcement:

“The time has arrived where Greg should become the CEO of the company at year end, and I want to spring that on the directors effectively [of Berkshire Hathaway]”. Continue…

by Roger Montgomery Posted in Companies.

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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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For years I have abided by the idea that gold is useless. As Charles Munger noted; if you buy an ounce of gold today, at the end of eternity, you will still own an ounce of gold. With no industrial use and producing no income, Munger’s partner, Warren Buffett, noted gold is only good for doing two things: ‘looking and fondling’. They are right in the sense that, without any ability to compound or any commercial value, buying gold is a bet that others will subsequently buy gold at a higher price. In that sense, buying gold is speculation rather than investing.

I remain convinced, buying gold is, and will always be, a bet on fear. Continue…

by Roger Montgomery Posted in Market commentary.

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In this week’s video insight I discuss why the bond market is setting off warning signs for investors, policy makers and the economy. Continue…

by Roger Montgomery Posted in Video Insights.

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With Trump’s tariffs triggering market volatility and global uncertainty rising, private credit may be a compelling alternative for investors seeking monthly income, capital stability, and attractive risk-adjusted returns.

I joined Nadine Blayney from Ausbiz for a timely and practical conversation on private credit. You can also hear insights from a wealth adviser and experienced investor on how private credit fits into robust portfolios. Continue…

by Roger Montgomery Posted in Aura Group, TV Appearances.

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I recently joined Adam Keily on Equity Mates for their Buy or Sell series. We kicked off the episode by discussing the market volatility experienced this year, including insights into how the Trump administration has influenced global markets. Continue…

by Roger Montgomery Posted in Companies, Podcast Channel, Small Caps, Stocks We Like.

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The bond market is currently grappling with significant turbulence, driven by a confluence of fiscal, monetary, and geopolitical factors. Investors are shying away from bonds, particularly U.S. Treasurys, as yields climb and uncertainty mounts. This article explores what’s happening in the bond market, why it’s occurring, and the implications for equity markets in both the short and long term, offering guidance for investors navigating this challenging landscape. Continue…

by Roger Montgomery Posted in Market commentary.

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