ROGER MONTGOMERY « Re-inventing the way you invest

Last year, I posted a blog entitled ‘But Nothing’s Changed’, describing how the artificial intelligence (AI) bubble and market boom could end. I explained how investors will realise that even though AI technology – hailed as the 4th Industrial Revolution...

Having returned to work after a little rest and respite, I was recently confronted, nay, berated, by headlines about Labor’s deal to slash borrowing costs for electric vehicles (EVs) as it scrambles to meet climate targets.
While I was away, I saw the chart in Figure 1 and immediately realised the futility of our efforts to influence the global climate, concluding that Labor’s schemes appear to be driven by ideology rather than evidence....

On December 18, in a blog entitled Time Magazine Cover Curse, I wrote, “…Gracing the cover of the [TIME] mag isn’t a coronation but a harbinger of doom, because the moment a public figure has permeated the public discourse sufficiently to land the cover...

On statewide drive with Jess Maguire, I explained that recent market volatility reflects investors reassessing some big assumptions, particularly after Donald Trump’s nomination of Kevin Walsh as the next U.S. Federal Reserve chair.
Many investors had been expecting lower U.S. interest rates, so the nomination caught markets off guard and forced a reversal of those bets. That led to sharp falls in gold and silver, higher bond yields, and weaker share prices. While precious metals...