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Its impact upon stocks – and of stocks upon it – has long been scant. Investors should ignore it and those who try to predict its actions.

Cygnus’ project highlights the huge gains, with a ~$600m boost to forecast cashflow; Plus, Spartan chief’s share price mea culpa.

Despite sky-high valuations, Jun Bei Liu is bullish on Pro Medicus. She first bought at $25 - now it’s 10x’d. How much higher can it climb?

Trump has begun an unprecedented attack on the norms of US lawmaking. The scale and scope of the attack are significant and mostly unconstitutional. The two most...

The largest position in The Montgomery Fund portfolio, at almost eight per cent of the portfolio, is the Commonwealth Bank of Australia (ASX:CBA), purchased back when...

A new year with old themes. Strong absolute returns and the stocks which have benefited most from multiple divergence in 2024, won again.

What the market is missing on Telstra

CBA's first-half result continues to showcase the same narrative – consistent earnings and dividends at a very, very expensive price tag.

Exploring Safehold’s unique ground lease model and its overlooked investment potential.

AI is a long-term growth story which will support the global economy and provide a wide range of potential investment opportunities

This earnings season could be make-or-break for ASX resources stocks as lower commodity prices and the looming trade war come into focus.

Plasma is still a winner for the healthcare giant, but vaccinations face hurdles.

Breville Group (ASX:BRG) is a high-quality company, profitably held in the Montgomery Small Companies Fund. Breville released its half-year earnings this week – and...

US public debt is likely to reach a record share of GDP as tariff revenue and economic growth are unlikely to pay for Trump policies.

Annualised core US inflation rose to 3.8% in January up from a 1.7% trough in July, although some economists point to US PCE still falling.

The January CPI print was much hotter than expected and will likely make for a very uncomfortable reading for the Federal Reserve. While technical and one-off factors...

These 10 stocks will take short sellers the most days to cover positions and are most likely to sink or surge on earnings this month.

David Berthon-Jones and Garry Laurence said to look for dividends or growth elsewhere as CBA is the world's most expensive bank stock.

Integral Diagnostics (ASX: IDX) had a great year in 2024; its share price was up around 50% as its business recovered from the post-Covid doldrums. It has just...

Yarra's Roy Keenan has been buying and selling AT1 hybrids for decades. With them being phased out by 2032, he discusses what happens next.