Simon Angelo
Market Rout Opportunity?
We’ve just gone through a sharp three-day drawdown. Is this an unusual turn of events? Or is this an expected part of the cycle?
Portfolio Update: July 2024 — Bull Market Builds…Up 7.9%
Like a breath of fresh air, we are seeing a new rejuvenation in the market. Here’s why our clients are now reaping the benefits of being courageous.
Millionaire Maker: Is Kiwi Property Changing Gears?
New Zealand has been obsessed with residential property for a long time. But the season is now changing. Should investors start adapting to this new reality?
The Great Taking (A Review)
This book has a provocative idea: banks and brokers are conspiring to steal your wealth. Is this credible? Is our financial system actually rigged?
Simon Angelo: The Luckier Country
Success comes down to making our own luck. We have hidden strengths as a nation. It’s time for us to lean into our competitive advantage.
The 100k+ Passive Income Portfolio
It’s the hardest question in finance. Should you put your money only in the bank? Or should you diversify it into productive assets?
300% Upside in 5 Years: Asymmetric Innovation?
Paying for tech innovation can be expensive. But at the right time, doing it can lead to gains. Here’s the trade-off between risk and opportunity.
Are Stupid People Destroying Your Wealth?
Our society faces a serious challenge. Many of our policymakers have no clue on how to create wealth. So, what can we do about this?
Forget AI: Is This the Next Big Opportunity?
For speculative investors, it’s tempting to go all in on AI. But are they overlooking an alternative idea that has the potential to be just as bullish?
Portfolio Update: June 2024 — A Defensive Vision
Last month gave us a generous surge of fear in Europe. Here’s why it actually turned out to be a rare chance to buy into value.
AI and Fintech: 2 New Boom Industries?
Artificial intelligence and financial technology could transform our economy. Is this the start of a new Industrial Revolution?
Bitcoin Income: What You Need to Know
Bitcoin is one of the most volatile growth assets in recent memory. It’s risky, but is it possible for investors to get income yield from it?
Trump’s Revenge: The Stock Market
The aftermath of Donald Trump’s trial has provoked controversy. Is freedom and fairness in America at stake here? We take a critical look at the road ahead.
35%+ Discount: Kiwi Property on the NZX
There’s no hiding it: rising rates have hammered NZ property assets. But is this creating a rare discount? Should investors explore this further?
Portfolio Update: May 2024 — Bobbing Up
The interest-rate outlook for the Eurozone is starting to move the markets. For forward-looking investors, this final stretch could be a great time to capture value.