In this week’s video insight, I explore the complex interplay between Trump’s political theatrics and the U.S. bond market. I discuss how the Trump administration’s liquidity-flooding tactics (via ...

QBE (ASX:QBE) has been a long-term holding of the Australian Eagle Long portfolio, albeit one that has faced its share of ...

The U.S. Copyright Office recently released a detailed report on the complex issue of using copyrighted materials to train ...

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

The recent relief rally in the S&P 500 is welcome, but is it sustainable? The stock market’s vulnerability is a weakness in ...

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 ...

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

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 ...

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

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

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 ...