John Ling
Lessons from Vietnam: The War That Made Asia Rich
The trauma of the Vietnam War continues to provoke strong emotions. But here’s a contrarian question: did that conflict actually leave behind a positive legacy?
Are War Headlines Fooling Investors Again?
Turbulence. Fear. Uncertainty. It can tempting to freeze up at a time like this. But pushing forward with a contrarian attitude might be better. Here’s why.
Oil Shock: What Comes Next for America?
We’re witnessing a clash of the titans. As America and Iran slug it out, the fate of the oil market hangs in the balance. But is there more to this conflict than meets the eye?
1929 to 1948: The School of Hard Knocks
Tough times don’t last. Tough people do. Here are valuable lessons from the Greatest Generation’s experience with war, rationing, and sacrifice.
AI Doomsday: Xero and the Great Unravelling
It’s a terrifying idea. Automation is about to disrupt our economy, making some companies obsolete. Could this be the first domino to fall?
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.