-
MEDIA
Statewide Drive – Bitcoin surge
Roger Montgomery
August 23, 2025
This week on ABC Statewide Drive with Jess Maguire, I explained why Bitcoin has surged to fresh record highs and whether it’s truly gone mainstream or just another bubble in the making. I broke down the origins of cryptocurrency, how blockchain removes costly intermediaries, and why central bank money printing and a weaker U.S. dollar are fuelling demand for Bitcoin as a hedge alongside gold. Importantly, Continue…
by Roger Montgomery Posted in Radio.
- LISTEN
- save this article
- POSTED IN Radio.
-
Temple & Webster: doubling down on growth with a clear path to $1 billion and higher margins
Roger Montgomery
August 19, 2025
Temple & Webster’s (ASX:TPW) financial year 2025 (FY25) results underline a business scaling rapidly in two markets still in the early innings of digital disruption. Revenue rose 21 per cent to $601 million, capped by a 28 per cent June surge that has flowed into FY26, where year-to-date (YTD) sales (1 July–11 August) are also up 28 per cent.
With market share at just 2.7 per cent in the $19 billion Australian furniture and homewares market – and online penetration a modest 20 per cent versus 35 per cent in the U.S. and 29 per cent in the UK – the runway is long. The $18 billion home improvement segment is even more fragmented, with only 5-10 per cent of sales online and no dominant digital-first player. Here, Temple & Webster grew revenue 43 per cent to $42 million in FY25, with management convinced this category can eventually deliver higher margins than furniture. Continue…
by Roger Montgomery Posted in Companies.
Taggedtempleandwebster- save this article
-
POSTED IN Companies.Taggedtempleandwebster
-
Rolls-Royce’s nuclear innovation
Roger Montgomery
August 14, 2025
In a significant step toward revolutionising clean energy production, Rolls-Royce Small Modular Reactors (SMR) has inked a pivotal Memorandum of Understanding (MoU) with Czech engineering powerhouse Škoda JS.
At the heart of the initiative is Rolls-Royce’s innovative 470 megawatt-electric (MWe) pressurized water reactor design. Compact and efficient, each SMR module measures just 16 meters by 4 meters, yet generates low-carbon electricity equivalent to over 150 onshore wind turbines. Continue…
by Roger Montgomery Posted in Energy / Resources.
- save this article
- POSTED IN Energy / Resources.
-
MEDIA
ABC Newcastle Mornings – roundtable kick-off
Roger Montgomery
August 20, 2025
Yesterday on ABC Newcastle Mornings with Paul Turton, I shared some thoughts on the roundtable convened by Treasurer Jim Chalmers in Canberra. I discussed the widening wealth gap in Australia and how capitalism, without proper oversight, often concentrates wealth in the hands of a few. Left unchecked, this can destabilise societies and fail to account for environmental costs such as resource depletion and pollution. Continue…
by Roger Montgomery Posted in Radio.
- LISTEN
- save this article
- POSTED IN Radio.
-
MEDIA
Ausbiz – the Bitcoin bull case
Roger Montgomery
August 22, 2025
Today, I joined Juliette Saly on Ausbiz to discuss what’s powering Bitcoin’s bull case. I explained that Bitcoin is highly sensitive to global central bank liquidity which has been rising since late 2022. With over US$300 trillion in global debt that requires constant refinancing – central banks are forced to inject liquidity, effectively deflating the U.S. dollar. That’s why Bitcoin, like gold, is increasingly being seen as a natural hedge. Continue…
by Roger Montgomery Posted in TV Appearances.
- save this article
- POSTED IN TV Appearances.
-
The world is volatile. Your financial future doesn’t have to be.
Roger Montgomery
August 11, 2025
Investors have faced wave after wave of uncertainty – from fluctuating interest rates, persistent inflation and more recently, volatility driven by U.S. President Trump, Xi Jinping and Vladimir Putin.
While we can’t control these events, we can control where we invest.
That’s why we’ve launched a national campaign, developed with creative agency Mahlab, to spread awareness of the benefits of astutely managed private credit. Continue…
by Roger Montgomery Posted in Aura Group, Feature Article, Montgomery News and Updates, Popular.
-
MEDIA
The importance of value investing
Roger Montgomery
July 3, 2025
If last year I had told you that 2025 would bring with it a U.S. president who sparks a global trade war, that Israel would expand a war with Palestine to Iran, the U.S. would join the commotion and drop bombs on Iran, and U.S. treasury bond rates would be high, I suspect you would predict the stock market to trade lower. Much lower.
And yet here we are, with the S&P 500 near or at all-time highs.
This article was first published in The Australian on 26 June 2025. Continue…
by Roger Montgomery Posted in In the Press.
- READ
- save this article
- POSTED IN In the Press.
-
Beyond the big win – how do you protect and grow your wealth?
Roger Montgomery
July 8, 2025
We’ve all heard the stories of entrepreneurs who succeeded after failure. Less common are the stories of those who failed after succeeding. Heck, I Googled “entrepreneurs who failed AFTER succeeding” and Google returned pages and pages of articles with titles similar to; “How successful entrepreneurs bounce back from failure.” The opposite of what I was searching for. Continue…
by Roger Montgomery Posted in Investing Education.
- save this article
- POSTED IN Investing Education.
-
Do new highs make sense?
Roger Montgomery
September 4, 2025
There is considerable academic and market commentary showing that equity markets often take time – sometimes weeks or months – to digest new information fully.
While Eugene Fama’s efficient market hypothesis posits that prices reflect available information almost instantly, we know that information is not evenly distributed. For example, studies on “post-earnings announcement drift” demonstrate that after companies release quarterly results, share prices tend to drift in the direction of the earnings surprise for an extended period. This implies investors initially underreact. Continue…
by Roger Montgomery Posted in Market commentary.
- save this article
- POSTED IN Market commentary.
-
The real battle within the U.S.
Roger Montgomery
June 27, 2025
With all the chaos unfolding, unwinding and unfolding again in the Middle East, it’s easy to forget the bigger battle – the one for democracy in the U.S. – is still being waged. Back in early April, during the chaos of the tariff war-induced market turmoil, Donald Trump issued an executive order headed: “Maintaining Acceptable Water Pressure in Showerheads.” Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
- save this article
- POSTED IN Global markets, Market commentary.
The world is volatile. Your financial future doesn’t have to be. Explore our private credit funds here.