Category: Inflation
Money Talks With Simon Angelo: The Japanese Yen and NZ Property
We talk to Reality Check Radio about the aftermath of the yen carry trade. Is this creating a rare opening for courageous investors to buy the dip?
The Pain Trade: What’s Next for NZ Property?
It’s a billion-dollar question. Is the downward slide for real estate going to continue? Or will we see a return to growth?
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.
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?
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.
Money Talks With Simon Angelo: CBDCs, Gold, and Flying Cars?!
We talk to Reality Check Radio about the development of Central Bank Digital Currencies, the outlook for gold, and a potential opportunity beyond the radar: airborne rideshare.
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.
Simon Angelo: The Next Black Swan
The stock market is incredibly adaptable. It has the ability to price in the future. But what happens when an unexpected fear event hits us?
Optionality: How to Beat the Cost-of-Living Crisis
There’s no hiding it. Everyone has been feeling the tight squeeze of inflation. But here’s the good news: there’s an obvious way to futureproof ourselves.
Dog vs. Wolf: What Sort of Investor Are You?
Good long-term investing is less about intelligence and more about temperament. Here’s why this unique personality type may excel above all others.
Portfolio Update: April 2024 — Opportunity Dip
After five straight months of positivity, we saw a sharp drawdown in April. Was this a chance for cunning investors to lock in some bargain buys?
300% in 12 Months: The Commodity Jump You Never Expected
This is epic. A supply-chain disruption on a massive scale. Here’s why this commodity squeeze has the potential to impact every household on Earth.
Rotten State: Why Incentives Matter
Is there too much government control? Too much bureaucratic fat? Well, it’s time for a makeover. Here’s how we can create a leaner and meaner economy now.