Investor Insights

June 25, 2026

The trillion-dollar question

By Roger Montgomery

Artificial intelligence (AI) has become the market’s biggest investment theme, with strong earnings and seemingly reasonable valuations convincing many investors the rally still has further to run. But beneath the surface, several warning signs suggest the picture may not be as strong as it appears.
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June 25, 2026

Understanding the U.S. debt and liquidity crunch

By Roger Montgomery

A layman’s guide to CrossBorder Capital’s latest financial outlook. The core problem: A tsunami of government debt Macroeconomic research house CrossBorder Capital’s Michael Howell recently summarised the dilemma confronting the U. S. Federal Reserve under newly appointed Chair Kevin Warsh.
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June 24, 2026

Nothing to see here

By Roger Montgomery

According to the most bullish investors the current bull market bears little resemblance to the tech bubble of 1999/2000. That late-90s tech bubble was fueled by a Fear of Missing Out (FOMO), which was reflected in the very high price-to-earnings (P/E) multiples.
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June 23, 2026

Is SpaceX burning up on re-entry?

By Roger Montgomery

I wonder whether there’s a more fundamental reason for SpaceX crashing 16 per cent overnight and 30 per cent since its June 16 high of US$225. 64, beyond the headlines.
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June 23, 2026

Why your EV might not be saving the planet

By Roger Montgomery

The rush to Electric Vehicle (EV) ‘adoption’ surged globally following the outbreak of the war in Iran and the subsequent spike in fuel prices. In Europe, new EV registrations rose by roughly 34 per cent year-on-year (YoY) across 17 major markets, while some automakers like Renault reported a 50 per cent jump in their EV order books.
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June 22, 2026

Is the Bond market crashing the equity party?

By Roger Montgomery

If you want to know where the stock market might be headed, you have to look at the economic gravity being exerted by the bond market. Right now, U. S. stocks and bonds appear to be on a dangerous collision course. Think of it in terms of a feedback loop: soaring stock prices have made U. S.
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June 19, 2026

The property rug pull

By Roger Montgomery

Proposed changes to negative gearing, capital gains tax (CGT) and new Australian Taxation Office (ATO) rules for holiday homes could significantly alter the economics of property investing in Australia. By reducing the tax advantages associated with property ownership, the changes may weaken demand across several investor groups and influence property prices over time.
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June 18, 2026

Buffett vs. Musk

By Roger Montgomery

“You cannot be afraid of new technologies. I think that this tenet passed Warren Buffett by. As he is the greatest investor of all time, I think it’s important to recognise that if he were not afraid of product cycles and obsolescence, he would have made much more these last few years than he did.
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June 18, 2026

Managed fund distributions explained

By Rhodri Taylor

What 30 June means for investors in managed funds While many people this time of year are focusing on winter holidays and tax returns, investors in actively managed equity funds like those offered by Montgomery are likely watching for their distributions.
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June 18, 2026

How to time your IPO

By Roger Montgomery

SpaceX has some real businesses, but if I am completely lucid, I’d say there’s no business that would support its US$2 trillion valuation.
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June 17, 2026

Getting on the ground floor

By Roger Montgomery

Since January 1999, Macquarie Bank’s shares have risen almost 1,400 per cent, and that excludes the returns from reinvesting dividends. That’s just capital gains alone.   Assuming the Federal Labor Party is voted out, and their capital gains tax disincentives are unwound, there could be another Macquarie-Bank-like 1999 opportunity.
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