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Commonwealth Bank’s (ASX:CBA) financial year 2025 (FY25) result might just have been a study in strategic restraint. Cash profit rose 4 per cent to $10.3 billion – right on consensus –underpinned by stronger wholesale banking in the second half and solid growth in both home and business lending. Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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When Warren Buffett was asked to distil the essence of investing success, he offered the following:

“Your goal as an investor should simply be to purchase, at a rational price, a part interest in an easily-understandable business whose earnings are virtually certain to be materially higher five, 10 and 20 years from now. Over time, you will find only a few companies that meet these standards – so when you see one that qualifies, you should buy a meaningful amount of stock. You must also resist the temptation to stray from your guidelines: If you aren’t willing to own a stock for ten years, don’t even think about owning it for ten minutes. Put together a portfolio of companies whose aggregate earnings march upward over the years, and so also will the portfolio’s market value.” Continue…

by Roger Montgomery Posted in Investing Education, Market commentary.

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Last week, I attended an Australian housing market update from Eliza Owen, Head of Research at Cotality (formerly Core Logic). Below are some key insights that I thought were worth highlighting. Continue…

by David Buckland Posted in Market commentary, Property.

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Kenneth Rogoff, the American economist, chess Grandmaster, professor of international economics at Harvard University, former International Monetary Fund (IMF) chief economist and co-author of This Time is Different: Eight centuries of Financial Folly, has spent his career chronicling the anatomy of financial collapses. In his latest article for Foreign Affairs (Sep/Oct 2025), Rogoff issues a stark warning: the U.S. is flirting with a once-in-a-century debt crisis – and its current political and economic trajectory makes a crisis not just possible, but probable. Continue…

by Roger Montgomery Posted in Foreign Currency, Global markets, Market commentary.

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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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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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In this week’s video insight, the focus is on Rolls Royce’s groundbreaking technology that could transform the green energy landscape. They have partnered with Skoda JS to manufacture components for a new 470-megawatt-electric pressurised water reactor, which is compact and capable of powering a million homes for sixty years – with zero emissions. As the world shifts towards more reliable energy sources, Rolls Royce’s advancements in nuclear technology promise a smarter, emission-free future. Continue…

by Roger Montgomery Posted in Video Insights.

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Metallurgical or coking coal, a major input in steelmaking, has seen its price decline from US$670/tonne to the current US$183/tonne over the past three years. A global oversupply of steel, low steel prices and uncertainty regarding global trade has led to muted demand. Continue…

by David Buckland Posted in Energy / Resources, Manufacturing, Market commentary.

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In what some have described as a ‘dramatic’ 218-214 vote, the U.S. House narrowly passed President Trump’s US$3.4 trillion “Big Beautiful Bill Act,” a nearly 900-page tax-and-spending package that does mark a major victory for Trump and GOP (Republican Party) leaders. Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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JB Hi-Fi Limited (ASX:JBH), stamped its leadership on Australia and New Zealand’s retail landscape again, delivering impressive financial year 2025 (FY25) results, and demonstrating exceptional resilience across its portfolio of brands – JB Hi-Fi, The Good Guys, and the recently acquired E&S. With its laser-like focus on technology, consumer electronics, and home appliances, JB Hi-Fi continues to win customers, and market share, particularly among younger, tech-savvy shoppers. Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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