rogermontgomery.com

Debt nuances I just read the following sentence: "Graphic Processing Unit (GPU) rich clouds are now raising multi-billion-dollar debt with GPUs as collateral." It got me thinking Figure 1. General Purpose Technology (GPT) booms and busts, Gartner's . ...

Last night, on ABC's 7.30 news report with Michael Rowland, I discussed whether surging investment in artificial intelligence (AI) is pushing large technology companies to unsustainable valuations. I noted that investors often become highly ...

I joined Jess Maguire on ABC Statewide Drive to reflect on how strong global markets have been over the past three years (particularly in the U.S.) while noting that future returns are likely to be more volatile. I explained that the powerful mix of ...

Back in October, I examined the emerging trend of interest rate cuts across the Western world, looking at why they were occurring and how different economies were responding. Since then, rate cuts have continued in several countries. In this update, ...

Today on Ausbiz with Juliette Saly, I explained that while low valuations in 2022 set the stage for strong returns, we're now at the opposite end of the spectrum, with very high price-to-earning ratios (P/Es), elevated enthusiasm (especially around . ...

On this episode of Over the Money Fence, I joined Nicola and Di to reflect on what really shaped markets in 2025, cutting through the noise around artificial intelligence (AI), technology stocks, gold, Bitcoin, inflation and interest rates. I shared ...

At the outset, let me state unequivocally that no one knows whether the equity market will crash. The fact is, we can't even definitely identify a bubble until after its demise, which therefore means we cannot know for certain if we are in one. With ...

I joined Paul Turton on ABC Newcastle Mornings today to discuss the broader economic backdrop, including why interest rates are likely to remain steady for now, how household spending and cost pressures are shaping the outlook, and why global ...

Should you ask a barber whether you need a haircut? Amid the negative sensationalist media headlines - what Macquarie Chief Economist, Ric Deverell, dubs "click bait"- it's crucial for investors to filter out the noise and focus on underlying ...

As we farewell the shores of 2025 and sail into 2026, equity investors seem to be shrugging off fears of an artificial intelligence (AI) bubble and are instead betting on a growing U.S. economy, rate cuts, and a broadening of bullish sentiment beyond ...