I joined Juliette Saly on Ausbiz to discuss the contrasting bull and bear market outlooks for 2025. On the bearish side, ...

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 ...

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 ...

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

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

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

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

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 ...

With the U.S. economic picture deteriorating, you might be wondering why the market is rallying. It’s simple if you remember ...

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

It follows the fear of similar asset seizures in future conflicts has prompted some billionaires to view gold as a reliable ...