We recently published a blog post here showing that all of Berkshire Hathaway’s alpha between 2016 and 2023 came from just one stock – Apple. Without Apple, Berkshire would have underperformed the S&P ...

The U.S. economy and stock market are teetering, according to Federal Reserve Chair Jerome Powell and billionaire hedge fund ...

Woodside Energy Group Ltd (ASX: WDS) (formerly Woodside Petroleum Ltd) is Australia’s largest independent dedicated oil and ...

March 2025 Quarterly update released on Monday 12 May, its share price has jumped 18 per cent from $23.58 to $27.85 in the ...

Apple’s extraordinary performance was pivotal to Berkshire’s ability to keep pace with or slightly outperform the S&P 500. To ...

Roger appears regularly on television and radio, and in the press, including ABC radio and TV, The Australian and Ausbiz.

I spoke with Phil Clark on ABC Nightlife about the latest moves from the Trump administration and their impact on the U.S. economy. We looked at how markets are reacting to Trump’s 90-day tariff pause ...

In a May 2025 letter to clients entitled ‘ Brace for Impact’, Perpetual Asset Management Australia (ASX:PPT) echoed the ...

REA Group delivered a broadly in-line third quarter result, highlighting the resilience of its pricing power and disciplined ...

I recently joined Paul Turton on ABC Newcastle Mornings to discuss current market volatility and what investors might expect under a Labor government. We touched on the unpredictable influence of ...