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Ausbiz – What is happening with the bond market?
David Buckland
June 2, 2025
Last week, I joined Juliette Saly on Ausbiz to discuss the bond markets growing instability amid surging global debt. Continue…
by David Buckland Posted in TV Appearances.
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MEDIA
Artificial Intelligence is reshaping investment portfolios
Roger Montgomery
July 11, 2025
With a new financial year comes the chance to reset and consider if there’s any reason to expect forces shaping the previous year to fade away. The process might even throw up a completely new interpretation of what’s going on, as it has for me.
This article was first published in The Australian on 3 July 2025.
by Roger Montgomery Posted in In the Press.
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No light for Australia’s poor productivity record
David Buckland
July 29, 2025
The Whyalla Steelworks was established in 1941 and employs 1,100 people. The Mount Isa copper smelter was established in 1953 and employs 550 people, and the Townsville refinery was established in 1959 and employs 500 people. Without enormous government subsidisation, all three businesses look like they will follow the Exxon Mobile refinery, Oceana Glass and plastics makers, Qenos and Trident, into oblivion. Continue…
by David Buckland Posted in Energy / Resources, Manufacturing, Market commentary, Property.
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The latest AI goldrush – its not what you think
Roger Montgomery
July 4, 2025
The race to lead in artificial intelligence (AI) feels like a modern gold rush, but instead of more power or better performance, the latest race is for people – brilliant minds. Continue…
by Roger Montgomery Posted in Market commentary.
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Over The Money Fence – smart investing at every stage of your life
Roger Montgomery
July 4, 2025
In this episode of our monthly series Over The Money Fence, with Nicola and Di, we tackle the question; ‘What does smart investing look like at every age and stage of your life?’. The answer may not be as simple as you would expect. Continue…
by Roger Montgomery Posted in Podcast Channel.
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Treasury’s tough truths: tax reform, housing crisis, and global risks
David Buckland
July 18, 2025
In this week’s video insight, I unpack the leaked Treasury report warning the Albanese Government that Australia’s budget cannot be sustainably repaired without both raising taxes and cutting spending. The report also casts doubt on the government’s ambitious housing targets, with rising construction costs and surging demand making them increasingly unrealistic. Political support for a ‘Big Australia’ is compounding the strain on housing supply and intensifying the cost of living crisis. Continue…
by David Buckland Posted in Video Insights.
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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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Bubble, bubble, toil & trouble
Roger Montgomery
July 30, 2025
With apologies to William Shakespeare, signs of a bit of froth and frenzy have begun to be acknowledged in markets this last week. As we have previously noted, liquidity is the fuel for such episodes, and as long as liquidity remains abundant, we should expect more, rather than less, evidence of irrationality. Continue…
by Roger Montgomery Posted in Market commentary.
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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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JB Hi-Fi – You’ve done it again!
Roger Montgomery
August 12, 2025
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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