Investor Insights

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.
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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.
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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.
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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.
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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.
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May 19, 2026

When high tech meets low tech – the commodity crunch behind AI

By Roger Montgomery

There’s a thesis many investors are now positioning for: The artificial intelligence (AI) infrastructure buildout being led by the hyperscalers can’t proceed without copper, silver, and other critical metals, such as scandium. Their conclusion is that commodity prices will rocket higher if the the A. I. revolution continues.
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May 18, 2026

2026 Budget Impact – Property flipping into Private Credit

By Roger Montgomery

If you were thinking of buying a, say, a $2 million property to renovate and flip in 18 months, Labor’s 2026 budget just made that a perilous strategy, while also making investing in an AA rated Private Credit Fund way more attractive. The 2026 Federal Budget has significantly shifted the goalposts for you.
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May 15, 2026

Yardeni v Burry: The Bull versus the Bear

By Roger Montgomery

Red Corner (Bull) Ed Yardeni I have written about and referenced both gents for years, and if you’d like to hear from them first-hand, you can subscribe to their musings on Substack. In the red corner is Ed Yardeni, founder of Yardeni Research and in the blue (bearish corner) is Michael Burry. Figure 1.
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May 14, 2026

How the budget turns a reno to ruin

By Rhodri Taylor

The 2026-27 Australian Federal Budget, handed down on May 12, 2026, fundamentally alters the economics of property flipping. For decades, a tax system that rewarded capital growth over rental yield made the “buy, renovate, and flip” property model a popular way for middle-class investors with a bit of energy and an idea to get ahead.
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May 14, 2026

IMF vs. Australian Treasury: “the Severe scenario”

By David Buckland

Higher global inflation and lower growth will reflect the scale of impact dependent on the length and severity of the U. S. /Iran war.   The near-term forecasts for global Gross Domestic Product (GDP) from the International Monetary Fund (IMF) use a Reference Scenario, Adverse Scenario and a Severe Scenario, as illustrated in Graph 1 below. Graph 1.
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