Simon Angelo
Position Yourself for Success this September
Is it time to buy the dip? We’re now closing in on a Fed rate decision and the US presidential election. We believe this is an incredibly decisive moment not to be missed.
High-Value, High-Impact: 4 Sectors for a Bull Market
At last, interest rates are coming down. This means that investors are starting to move their cash. Here are four high-impact sectors that could benefit.
Nibble or Feast? Simon Angelo on Sharemarket Strategy
More liquidity is now entering the global market. Asset prices are set to rise once more. How should investors position themselves?
Money Talks With Simon Angelo: The Capital-Gains Tax Problem
We talk to Reality Check Radio about the controversy over capital gains. Is it time for us to liberalise wealth-building instead of strangling it?
Portfolio Update: August 2024 — Rout, Recovery, and Opportunity
For savvy investors, this August proved to be one of the most fascinating months on record. Here’s how the smart money took advantage of this opportunity.
Kiwi Tax Haven: Where Capital Can Flourish
As a nation, this is our secret superpower. We are a safe harbour for capital. Here’s why it’s time for us to embrace this with an open heart.
The 100k Income You Don’t Have to Work For
Choice. Opportunity. Freedom. Are you looking to build a portfolio that will give you the power to live life on your own terms? Here’s a good place to start.
4,300 Weeks: Simon Angelo on Time and Money
Human life is like sand falling through the hourglass of time. Here’s why we need to adopt a broader view of money and maximise its potential for good.
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 Luxury Brand With 100% Upside
Sometimes the best opportunities are those hiding in plain sight. Here’s why we’re seeing value right now in the consumer-discretionary sector.
The Oyster and the Noose: How to Profit from Bad News
Think differently. Be contrarian. Embrace moments of fear. This might just give you a competitive advantage over the crowd.
Market Rout Opportunity?
We’ve just gone through a sharp three-day drawdown. Is this an unusual turn of events? Or is this an expected part of the cycle?
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.
Millionaire Maker: Is Kiwi Property Changing Gears?
New Zealand has been obsessed with residential property for a long time. But the season is now changing. Should investors start adapting to this new reality?
The Great Taking (A Review)
This book has a provocative idea: banks and brokers are conspiring to steal your wealth. Is this credible? Is our financial system actually rigged?