Tag: Simon Angelo
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.
Taiwan: Rolling the Dice?
Tensions between China and Taiwan have been brewing for over 70 years now. We go behind the headlines and reveal the unspoken truth.
America: Tech Boom or Real Estate Recovery?
The market in the USA is the most popular in the world. It’s a crowded space. Competition is fierce. But despite the odds, is it still possible to find value here?
Europe: A Brave New Opportunity?
For 15 years now, Europe has been overshadowed by America. But is the market cycle about to turn? Here’s why the attractive valuations here can no longer be ignored.
Attention Warren Buffett: Is Italy the Next Japan?
Italy has been ignored and unloved by investors for a long time. But could this resilient nation finally be ready for an incredible turnaround?
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.
Fast Track Pharma and a Commodity Bull Market
Is this the time for courage? We’re taking a look at two trends: healthcare and mining. Which is set to make a bigger splash globally?
Rare Earths: A New Balance of Power?
Electronics. Energy. Defence. Critical metals are urgently in all these areas. Here’s why a new cycle for mineral mining is about to begin.
Truth Social vs Mainstream Media
Forget the legacy media. Is a brave new world of alternative platforms emerging? Here’s where contrarian investors are now searching for value and truth.
Revisiting Japan: A Rebellious Choice?
Once upon a time, it looked like Japan might overtake America. But then, suddenly, its economy crashed. 30 years on, is there still value to be found here?
Portfolio Update: March 2024 — A Tale of Two Halves
Investors who had the courage to deploy in the first half of March were clearly rewarded in the second half. Here’s our analysis on why the financial tide is turning.
The Contrarian’s Income: 7.12%
Does it pay to go against the grain? Well, here’s why investors who are income-hungry are now ready to pounce on this undervalued sector.
Incredible India: An Incredible Emerging Market?
Forget the Chinese. You should watch the Indians instead. Here’s why this dynamic nation has become the fastest-growing major economy in the world.
The AI Revolution (Part Two)
A new arms race is happening right now. The goal? To build the fastest microchips for artificial intelligence. This is Part Two of our investigative series.