Investor Insights

May 7, 2026

Midterms, war and U.S. debt

By Roger Montgomery

With the prospect of a full-scale war in the Middle East increasing, with bond yields heating up, and with famed short seller Michael Burry increasing his short position against the U. S. SOXX Semiconductor Index, could this month be the month that investors will look back on with regret, wishing they’d diversified?
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May 6, 2026

On the road to nowhere – a look at Tesla’s performance

By Roger Montgomery

An oft-made and persistent mistake investors make is assuming what’s worked recently will continue to work indefinitely. Referred to as ‘representativeness” it’s a psychological recency bias trap. Essentially, the comfort of the current winners prompts us to ‘bottom drawer’ them and simultaneously blinds us to the inevitability of economic cycles.
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May 1, 2026

Fuelled by growth – Why Worley is gaining momentum

By Sean Sequeira

Worley Limited (ASX: WOR) has spent much of the past decade trying to redefine itself. Once known primarily as a traditional engineering contractor tied to cyclical project work, the company expanded aggressively into energy services through the acquisition of Jacobs’ ECR division in 2019, just before the world turned against fossil fuels.
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April 30, 2026

“Go West, young man” – to Switzerland

By Roger Montgomery

Travellers to Switzerland overwhelmingly describe the alpine nation as breathtaking, safe, and efficient – a dream destination with dreamlike Alpine landscapes. Those with a keen eye will also notice that one of the most beautiful places they have ever visited is expensive, but it’s clean, the public transport is punctual, and the villages are charming.
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April 28, 2026

Why house prices won’t fall 40 per cent

By Roger Montgomery

There’s been a conga line of prognosticators who have forecast falling house prices. All of them have faded into history as house prices have grown since the 1970s, first at the rate of inflation, then at the rate of wage growth, then at the rate of Artemis II launch. Recently, Money. com.
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April 23, 2026

AllBirds pivots to AI mania

By Roger Montgomery

Corporate strategic pivots are common throughout history and particularly during market booms. Recall the mining companies that became internet companies during the internet bubble of 1999. Back then, merely adding “. com” to a company’s name saw its share price surge.   In the 1920s, radio was the ‘Internet and artificial intelligence (AI)’ equivalent of its day.
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April 21, 2026

Concrete before code – AI starts with physical infrastructure

By Roger Montgomery

The gigawatt IPOs Ahead of a multi-billion-dollar Australian data centre Initial Public Offering (IPO), many local investors are taking a particular interest in the sector, swatting up on everything they can learn. Of particular interest are the latest developments at Datacentre hopeful Fermi America.
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