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Market highs and warning signs – what should investors watch
Roger Montgomery
August 8, 2025
In this week’s video insight, I explore the rally driving equity markets, led by technology stocks and the artificial intelligence (AI) boom – which are being fueled by a flood of central bank liquidity.
While company earnings have been strong and inflation is cooling, signs of excessive speculation are starting to emerge – from meme stock rallies to a surge in short-dated options and unprofitable companies tripling in value. With global risks rising and U.S. debt levels climbing, perhaps now could be a sensible time to reassess your portfolio and consider reallocating some gains into assets that have less public market risk. Continue…
by Roger Montgomery Posted in Video Insights.
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MEDIA
Over the Money Fence – The Three-Bucket Strategy: feel calm and confident about your finances
Roger Montgomery
August 6, 2025
In this episode of Over the Money Fence, I join Nicola and Di to explore the Three Bucket Strategy – a simple yet powerful way to take control of your finances with structure and confidence. Life can get busy and complicated, especially when juggling adult children and aging parents, life events like divorce, or inheritances can also complicate your finances. This strategy helps you stay grounded by dividing your money into three clear categories: cash for now, income for soon, and growth for later. Continue…
by Roger Montgomery Posted in Podcast Channel.
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Liquidity, debt, and what it means for equities
Roger Montgomery
August 23, 2025
In an interview earlier this month, Michael Howell of CrossBorder Capital delivered his analysis of the global liquidity environment and its implications for financial markets. His message to investors was clear: liquidity, not interest rates or economic cycles, remains the true driver of asset performance – and right now, the liquidity tide is rising. But as always, tides reverse. Continue…
by Roger Montgomery Posted in Market commentary.
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Farewell fiscal 2025, hello fiscal 2026
David Buckland
July 1, 2025
The Magnificent Seven; Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Apple (NASDAQ:AAPL), Meta (NASDAQ:META), Microsoft (NASDAQ:MSFT), Nvidia (NASDAQ:NVDA), and Tesla (NASDAQ:TSLA), which rose by an average 111 per cent over calendar 2023, continued its strong upward trajectory, increasing a further 63 per cent, on average, over calendar year 2024. Continue…
by David Buckland Posted in Economics, Editor's Pick, Foreign Currency, Market commentary.
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Tuas: Roaring ahead with strategic acquisition and growth potential
Roger Montgomery
September 1, 2025
As we have previously reported, Tuas Ltd (ASX:TUA) is a rising star in the telecommunications sector. The company continues to solidify its position as a formidable player in Singapore’s competitive telecom market. Broker Peloton Capital has also been following the company closely and recently reported on a major acquisition. Continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications.
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Lighting your FIRE
Roger Montgomery
July 9, 2025
Have you heard of the FIRE movement? FIRE – Financial Independence Retire Early is a lifestyle and investment philosophy and movement that’s focused on aggressively saving and investing to achieve financial independence and retire much earlier than the traditional retirement age. Continue…
by Roger Montgomery Posted in Investing Education.
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Auckland International Airport’s FY25 results: Ascending slowly amid headwinds
Roger Montgomery
August 28, 2025
Auckland International Airport (ASX:AIA), New Zealand’s premier gateway handling the bulk of the nation’s international traffic, delivered a resilient performance for 2025, after navigating a weakening economy, airline capacity constraints, and ongoing infrastructure investments. Continue…
by Roger Montgomery Posted in Airlines, Companies, Stocks We Like.
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A lesson for billionaires
Roger Montgomery
September 8, 2025
A recent article in the Wall Street Journal captivated me with its blend of betrayal, eccentric characters, the contrast between opulence and collapse, and the modern-day parable of a crypto catastrophe. In addition to its spellbinding narrative, it reminded me of my mother’s advice to make your friends before you make your money. Continue…
by Roger Montgomery Posted in Investing Education.
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QBE’s strong half year results
Roger Montgomery
August 11, 2025
QBE Insurance Group (ASX:QBE), a top 10 company in the portfolios of The Montgomery Fund and The Montgomery [Private] Fund, has delivered an impressive 2025 first-half result, significantly outperforming analyst expectations across key metrics.
Bolstered by strong investment income, favourable underlying prior-year claims development (PYD), and below-budget catastrophe (CAT) claims, QBE’s results underline its operational strength and strategic progress. Despite challenges such as moderating premium rate increases and elevated large losses in North America, the company’s reaffirmed financial year 2025 (FY25) guidance and robust capital position signal further upside potential. Continue…
by Roger Montgomery Posted in Companies, Insurance, Stocks We Like.
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How will artificial intelligence shape your retirement funds?
Roger Montgomery
August 14, 2025
Parts of America’s industrial heartland are being transformed, and smokestacks and steel mills are being replaced by the scream of Graphic Proocessing Units (GPUs) housed inside concrete bunkers known as data centres. The transformation of parts of the U.S., such as Pennsylvania, is being mirrored globally as the world’s biggest tech names pour hundreds of billions into the physical infrastructure powering artificial intelligence. Continue…
by Roger Montgomery Posted in Investing Education, Market commentary.
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