Archive: March, 2026

March 13, 2026

What will the market do after the war is over?

By Roger Montgomery

The Trump administration’s decision to initiate a wide-scale military campaign against Iran, recently coined Operation Epic Fury, can be viewed through a number of lenses.   Some might say the strikes have been framed by Washington as a multifaceted necessity for global and domestic security. Others may simply say, the justifications for the strikes keep changing.
March 12, 2026

Why I'm doubling down on the call to invest in Private Credit and Digital Income

By Roger Montgomery

The traditional 60/40 portfolio approach is proving less effective at balancing risk and return in today’s environment, particularly as the historical relationship between equities and bonds has shifted. Where bonds once tended to rise when equities fell, both asset classes have at times moved in the same direction during periods of persistent inflation and policy uncertainty, weakening diversification benefits.
March 11, 2026

The end is near!

By Roger Montgomery

I have often joked that billionaire Ray Dalio, the founder of hedge fund Bridgewater, has predicted 15 of the last 3 recessions. In other words, far more than transpired. It’s worth remembering the late Charlie Munger’s observation about forecasts: The only thing one needs to do to be a successful forecaster is to forecast often.
March 10, 2026

Planting the seeds: Is this the best high-yield option for 2026?

By Roger Montgomery

How to maximise your savings with higher-yield funds with competitive returns and risk. Looking to make your money work harder this year? Whether you’re looking to fund a better lifestyle, build your nest egg or simply grow some savings, you may want to read this article.
March 9, 2026

Time to grow a veggie patch?

By Roger Montgomery

I recently wrote an article for The Australian, titled, How AI boom and a liquidity crisis are threatening to upend markets. It garnered quite a few comments highlighting a range of opinions about where artificial intelligence (AI) is headed and where it might be taking humanity.
March 6, 2026

The crude reality – Why oil isn’t at $120

By Roger Montgomery

If you’ve been watching the news lately, you’ve seen the script: The Middle East is a tinderbox, the Strait of Hormuz is a “no-go” zone, and $120 oil is an inevitability according to JP Morgan. But if you look at the facts and the data, the story falls apart. Despite the headlines, oil is struggling to hold its gains.
March 6, 2026

Rethinking the core

By Roger Montgomery

For decades, Australian and global investors seeking income have depended on a traditional “Core” fixed income allocation for their portfolios, mainly consisting of government-related debt and investment-grade corporate bonds. The result is the conventional 60/40 portfolio – a widely accepted blend of equities and fixed income (bonds).
March 5, 2026

A robot butler in your home by 2036 is a fantasy

By Roger Montgomery

If you’ve spent any time on social media lately, you’ve seen them: sleek, metallic bipeds performing backflips in China, dancing to Motown, or gingerly stacking the dishwasher or placing a singular box on a shelf.
March 4, 2026

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By Roger Montgomery

April 9, last year, Donald Trump postponed his Liberation Day tariffs, fuelling a stock market rally led by artificial intelligence (AI) optimism. That optimism turned to fear this year as joy towards AI’s productivity enhancements morphed into panic about how many businesses it would destroy.
March 4, 2026

144-year-old mystery exposes an AI bubble

By Roger Montgomery

While investors look to the next Nvidia earnings call or the latest OpenELM (Open-source Efficient Language Models) release to predict the future of artificial intelligence (AI), Michael Burry – made famous for making billions shorting markets ahead of 2008 subprime crisis – recently turned to an article entitled Thought without Language, The Narrative of a Deaf-Mute, His First Thoughts and Experiences,…

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