Popular Articles

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.

• 2 Comments
• save this article
• 2
• POSTED IN Video Insights.

At one point, back in 2022, the market cap of U.S. technology giant Meta (formerly Facebook) dropped as low as US$230 billion. The company and its investors had lost US$800 billion in market capitalisation in just one year, and the shares were down 75 per cent from their previous all-time high.

While the detailed reasons for the company’s significant decline are debatable – the broader market and its peers also fell significantly – the official reasons seem to be that the company experienced slowing growth in its daily active users and rising competition from TikTok.

This article was first published in The Australian on 16 July 2025. Continue…

by Roger Montgomery Posted in In the Press.

• READ
• save this article
• POSTED IN In the Press.

Following strong interest from my latest video insight on the U.S. bond market this update takes a deeper look. Continue…

by Roger Montgomery Posted in Video Insights.

• 4 Comments
• save this article
• 4
• POSTED IN Video Insights.

Continue…

by Roger Montgomery Posted in In the Press.

• READ
• save this article
• POSTED IN In the Press.

In this week’s video insight, I thought I would break down an insightful article by Michael Howell of CrossBorder Capital titled ‘Accord’: The Most Dangerous Word in Forex Markets. Howell highlights that we’re 33 months into a global liquidity upswing, but signs like rising bond yields and narrowing equity gains suggest we’re entering a late-stage cycle. Continue…

by Roger Montgomery Posted in Video Insights.

• save this article
• POSTED IN Video Insights.

In this week’s video insight, I explore whether we’re in the midst of a genuine market boom – or drifting into bubble territory. While strong earnings, high margins, and a pause in rate hikes have fuelled the rally, valuations are stretching well beyond historical norms. Continue…

by Roger Montgomery Posted in Video Insights.

• save this article
• POSTED IN Video Insights.

Stepping back from the tidal wave of Trump’s pronouncements, backtracks and absurdly weak understanding of basic arithmetic (“egg prices have fallen 400 per cent!”), today’s investing environment is one of the most dynamic in recent history, shaped by transformative technological advancements, the threat of war, dynamic and unpredictable economic policies, and evolving investor behaviours. From the disruptive potential of artificial intelligence (AI) to the resurgence of retail investing and the spectre of market bubbles, the current landscape demands a little reflection. Continue…

by Roger Montgomery Posted in Market commentary.

• save this article
• POSTED IN Market commentary.

Last night on ABC Nightlife with Tim Webster, we unpacked the impact geopolitical tensions can have on markets, the Australian housing market and China’s deflation dilemma. Continue…

by Roger Montgomery Posted in Market commentary, Radio.

• save this article
• POSTED IN Market commentary, Radio.

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.

• save this article
• POSTED IN Podcast Channel.

Recently, I recorded a video discussing the U.S. bond market flashing red. That video, to our great surprise, went a little viral. Continue…

by Roger Montgomery Posted in Market commentary.

• save this article
• POSTED IN Market commentary.