Investor Insights

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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June 17, 2026

AI births entirely new risks

By Roger Montgomery

With stock markets recently retreating marginally from artificial intelligence (AI)-fuelled record highs, the question many thoughtful investors are asking is: Will the bull run resume, or is this the beginning of a broader correction?
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June 16, 2026

The dawn of Tokenmaxxing and the 2026 AI hangover

By Roger Montgomery

For the last three years, the corporate world’s relationship with artificial intelligence (AI) has been a lot like a toddler taking its first steps, or maybe a baby monkey trying to work out what to do with a camera.
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June 12, 2026

What could a crash look like?

By Roger Montgomery

The defining irony of today’s stock market has got to be the yawning chasm between asset prices and their intrinsic values. As equity indices scale ever higher peaks, and as hyper-parabolic Price-to-Earnings (P/E) and Price-to-Sales (P/S) ratios are normalised, the underlying truths don’t seem to have changed. Eventually even this bubble must bust. U. S.
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June 12, 2026

Global Private Credit thoughts

By Roger Montgomery

San Francisco and Lisbon-based KIÉR LIÓR provides institutional investors, family offices, and direct lenders with institutional-grade oversight, underwriting and portfolio management services for international private credit portfolios. On the subject of Private Credit, their musings are well worth your time, remembering the comments are typically U. S.
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June 11, 2026

Ignoring elephants in rooms

By Roger Montgomery

Based on the 2026–27 Federal Budget, the Australian Government expects its comprehensive tax reform package – anchored by changes to Capital Gains Tax (CGT) and negative gearing – to raise just over $40 billion over 10 years.
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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.
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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.
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