Economy

Portfolio Update: February 2026 — Up 5.8%: Real Assets, Real Returns

The market threw us plenty of curveballs this past month. But our value strategy stayed resilient, allowing our composite portfolio to outperform.

Premium Articles

The Rebellion Trade: Buying the World’s Most Hated Asset?

It’s human nature to follow the crowd. But some gutsy investors are already breaking away, preferring to focus on a counter-cyclical trend.

Inside the $10 Billion Bet on AI Compute

The rise of artificial intelligence has been feverish. The world is now hungry for new infrastructure. Is this creating a speculative opening for daring investors?

2 Kiwi Companies Delivering Value & Resilience

There’s no hiding it: local businesses are facing a tough operating environment. But even under pressure, these two gems are showing remarkable staying power.

American Empire: Turning Chaos Into Capital

The United States is entering a new era of aggressive expansionism. Should we fear it? Or could this pave the way for brighter days ahead?