Investor Insights

June 4, 2026

Market update and the oil predicament

By Roger Montgomery

On May 11, Wall Street’s most bullish analyst raised his year-end S&P 500 target from 7700 to 8250, the highest forecast on Wall Street. He did so because of the strength and breadth of S&P 500 earnings during the Q1 earnings reporting season.
Read Article
June 3, 2026

Have AI’s four horsemen arrived?

By Roger Montgomery

The four horsemen of the Apocalypse are Conquest, War, Famine, and Death. Artificial intelligence (AI) has ‘Conquered’; in the Middle East, ‘War’ is underway and could take years to resolve, and changes afoot in enterprise-level AI spending would be akin to ‘Famine’ for AI hyperscalers that have spent trillions on scaling out the technology.
Read Article
May 26, 2026

Bulls now and then

By Roger Montgomery

While it may not inform your investing decisions, it’s undeniably enjoyable to look at what bulls were saying during a previous bubble and comparing those comments to what is being said today.
Read Article
May 22, 2026

More bears join the chorus

By Roger Montgomery

As the list of bears publicly declaring the end of the stock market’s bull run grows, so does the wave of charts, indicators and correlations used to explain or justify the growing chorus of crash predictions. The bear camp’s advocates now include, most vocally, Scott Galloway, Ray Dalio and Michael Burry, and perhaps more reservedly, Torsten Sløck.
Read Article
May 21, 2026

They can’t all be wrong at the same time. Can they?

By Roger Montgomery

Four consecutive years of high double-digit returns in the stock market is a rare occurrence.   Indeed, it’s happened once in 100 years. If this year ended on a high, it would be the second time investors enjoyed four consecutive high-returning years.
Read Article
May 20, 2026

Scott Galloway predicts US$10 trillion market wipeout

By Roger Montgomery

Scott Galloway is an American academic, author, podcast host, and serial entrepreneur. He’s best known as a Clinical Professor of Marketing at the New York University Stern School of Business and a prominent commentator on big tech, modern economics, and social trends.
Read Article
May 20, 2026

The road to ownership just got harder

By Roger Montgomery

Before I begin; I use the term ‘workers’ in this article. It’s not intended to be disparaging. It’s a reference to a label that the Labor Government gives their core constituency. It’s the voting base Labor frequently refers to and says they support.
Read Article
Next Page

Funds

View all funds

Digital Assets

Australian Equities

Income

Global Equities