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Climbing the ‘Wall of Worry’ – is the market rally built to last?

Summary by ROGER MONTGOMERY
This week I explored the growing warning signs lurking beneath the market’s strong performance. From ballooning U.S. fiscal deficits and overexposure to a handful of mega-cap tech stocks, to sky-high artificial intelligence (AI) valuations that echo the dot-com era – there are clear signals that caution is warranted. While the current market resilience is impressive, now is the time to focus on quality stocks and diversifying your portfolio. Exp…
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ROGER MONTGOMERY broke the news in on Wednesday, July 23, 2025.
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