Simon Angelo
Portfolio Update: May 2025 — TACO or AJAX? Up 3.14%
We have just experienced our best monthly performance in May since 2021. Here’s how we captured outstanding value by going against the grain.
Money Talks With Simon Angelo: Gold, Housing & Trade
We talk to Reality Check Radio about the current state of play in our economy. The headlines are volatile, but is this creating an opportunity for courageous investors?
New Energy: Powering America’s Next Golden Age
It’s the unspoken truth: you can’t have industry if you don’t have energy. Here’s why investors are preparing for the next big leap in American power generation.
Rental Crunch: The Kiwi Real Estate Doldrums
Once upon a time, New Zealand had the best-performing housing market in the developed world. But lately, it has been struggling. What comes next?
Strategic Resources: Investing for America’s Comeback
A new era of reindustrialisation is beginning in the United States. This is creating renewed hunger for raw materials. How can investors capture the potential upside?
Simon Angelo: Undervalued Situations
If you’re hunting for value on the global markets, it can be helpful to go against the grain. Here are three mispriced areas that may be worth exploring.
Australia and Canada Get Trumped to NZ’s Advantage
Two recent elections have delivered gains to the Left. But is there more to this than meets the eye? Well, here’s what the mainstream media isn’t telling you.
Cashing in on the Property Boomerang
A fall in property prices can be unnerving. But every downswing must eventually give way to an upswing. This is why we’re seeing extraordinary value here.
Debanking: The New Risk in Finance
Are you taking your bank account for granted? Here’s the danger: you can lose your access in a blink of an eye. Here’s why you need to stay vigilant.
Portfolio Update: April 2025 — Goodbye Black Monday
April was a month filled with breathtaking price swings. But heightened volatility also gave us heightened opportunity. Here’s how we captured the upside.
The Infrastructure Investment Up 120% in 5 Years
Roads. Highways. Tunnels. If you want to supercharge your economy, you need to build infrastructure. Is this a chance to capture a slice of the future?
Simon Angelo: Opportunity in the Trade Wars
What happens when two superpowers clash? Plenty of fear. Plenty of turbulence. But this might be the best time for contrarian investors to dive in and capture value.
Money Talks With Simon Angelo: Tariff Turbulence & Opportunity
We talk to Reality Check Radio about the upheaval we’re seeing in this trade war. Is the volatility actually creating an opening for courageous investors?
Up 500% in 5 Years: Cash-Rich Kiwi-Aussie Company Finds Niche
Here’s the billion-dollar question: How do you improve quality of life? We’re taking a look at a highly-specialised sector that might just have the answer.
Portfolio Update: March 2025 — Holding Against the Grain
Beware the Ides of March. This past month has given gave us a plenty of menacing headlines. Here’s why we’re looking beyond the fear and seizing opportunity.