Simon Angelo
Portfolio Update: June 2024 — A Defensive Vision
Last month gave us a generous surge of fear in Europe. Here’s why it actually turned out to be a rare chance to buy into value.
AI and Fintech: 2 New Boom Industries?
Artificial intelligence and financial technology could transform our economy. Is this the start of a new Industrial Revolution?
Bitcoin Income: What You Need to Know
Bitcoin is one of the most volatile growth assets in recent memory. It’s risky, but is it possible for investors to get income yield from it?
Trump’s Revenge: The Stock Market
The aftermath of Donald Trump’s trial has provoked controversy. Is freedom and fairness in America at stake here? We take a critical look at the road ahead.
35%+ Discount: Kiwi Property on the NZX
There’s no hiding it: rising rates have hammered NZ property assets. But is this creating a rare discount? Should investors explore this further?
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.
Simon Angelo: The Next Black Swan
The stock market is incredibly adaptable. It has the ability to price in the future. But what happens when an unexpected fear event hits us?
Optionality: How to Beat the Cost-of-Living Crisis
There’s no hiding it. Everyone has been feeling the tight squeeze of inflation. But here’s the good news: there’s an obvious way to futureproof ourselves.
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?
Simon Angelo: Big Bank Profits
Are the banks greedy and heartless? Or do they have a valuable role to play in our society? We take an inside look at how this industry actually works.
CBDCs: Is Evil Money Coming?
Central Bank Digital Currencies could transform the way we handle money. But such change is already stirring up controversy. Is this innovation something to be feared?
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?
Dog vs. Wolf: What Sort of Investor Are You?
Good long-term investing is less about intelligence and more about temperament. Here’s why this unique personality type may excel above all others.
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?
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?