John Ling
Coffee & Capital: 5 Lessons About the Market
We’ve just concluded our latest investors’ gathering in Auckland. Which way is the world going? Here are some insights from our lively discussion.
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.
Hold, Hold, Hold: The Art of Investing with Courage
Everyone wants to buy when the market is climbing. But what happens when the market turns choppy? Well, here’s why having a strong stomach matters.
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?
90% Foreign Born: A Stock Market Built on Migration
As the world shifts from globalism to nationalism, one country has found a clever way to sidestep the migration debate. Here’s why it’s capturing serious wealth.
Trumping Venezuela: Why America Is Back
It’s a case of shock and awe. America’s swift action in Venezuela has just changed the balance of power. How should smart investors react to this emerging situation?
AI’s Final Frontier: Undervalued and Dangerous?
American tech stocks are increasingly expensive. It’s now driving some investors to look East, at the world’s cheapest AI market, with a darker edge.
Celebrating a Christmas Miracle
Planting the right seed has the potential to be a religious experience. Here’s what we can learn from an extraordinary journey which unfolded 2,000 years ago.
The Doom Loop of Kiwi Property: How to Escape It
It’s a long-standing Kiwi tradition. Borrow heavily. Buy a house. Enjoy the growth. But is this cycle of easy profits over? Here’s what the future for property looks like now.
AI Bubble? Here’s Where the Value Is Hiding
More and more, we’re hearing about a speculative bubble. Is this an actual problem? Or is it just media sensationalism? We cut through the noise and lay out the facts.
Gold: A 50-Year Verdict You Can’t Ignore
There’s no hiding it: the speculative mood for gold has turned feverish. Are we about see more price swings? Here are the clues worth watching out for.
This Glass Is Half-Full and It’s Worth Millions
Pessimists see risk. Optimists see opportunity. For 155 years, the market has tested both the doomsayers and the dreamers. So who really comes out ahead?
Falling Interest Rates: These 2 Sectors Could Win Big
It’s showtime. Rates are coming down. Trillions of dollars will need to be redeployed. Could these 2 hidden areas of the market benefit from a value rotation?
Fear or Courage: Which One Will You Choose?
The bears keep saying the market will crash. The bulls keep saying the market will boom. So which viewpoint should you believe over the long-term?
NZ Property: The End of Our Love Affair?
There’s no hiding it: our country is addicted to residential real estate. But as we face our sharpest downturn in decades, is it time for us to detox?