rogermontgomery.com / .rogermontgomery-com / Page 2

I was fascinated by this morning's Australian Financial Review (AFR) article, which pointed out markets appear to be disconnected from reality in the Middle East. Comparing the current and more disruptive war in the Middle East to Russia's invasion . ...

When investors are confident, greater risk is taken, greater debt levels are serviced, and greater liquidity is prevalent. And the opposite is also true. The response to a loss of confidence is to reduce risk, pay down debt, and "batten down the ...

I realise the war in the Middle East and fuel prices are dominating headlines and investors' current concerns, however, there will come a time when markets and conversation will return to those topics that made headlines before Trump triggered the .. ...

I joined Paul Turton on ABC Newcastle Mornings to discuss how Middle East tensions and fuel shortages could impact markets, noting that while a large share of oil supply is at risk, prices have been more contained than in past crises. I highlighted . ...

Throughout history, there's been a tidal quality to the flow of capital because there is a tidal quality to the human condition. Every new technology, after welding on its inventors, attracts its devotees who, believing - often correctly - the tech . ...

I joined Jess Maguire on ABC Statewide Drive last week to unpack what a recession really means and whether Australia is already experiencing one on a per-capita basis. I highlighted how rising interest rates, energy costs and government policy ...

I joined Juliette Saly on Ausbiz to discuss how markets could respond when the war ends, noting a short conflict may trigger a relief rally while a prolonged one could see markets fall further before recovering. I also highlighted that beyond near .. ...

In a fascinating Wall Street Journal (WSJ) article, published this week, the U.S. state of Wyoming reportedly bought 2,312 ounces of gold in December after passing a law requiring the state's investment portfolio to add precious metals as a hedge ...

While many of us here in Australia are left aghast after spending any time doom-scrolling through the latest chaotic headlines from the Republican Administration in the United States, a far more immediate and flagrant brand of political decay is ...

I joined Philip Clark on ABC Nightlife to discuss the shift toward a more volatile market environment in 2026. With inflation likely rising again, growth slowing and oil prices climbing, the key conditions that supported recent equity gains are ...