Category: China
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.
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.
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?
Fear: An April Fool’s Joke?
Last month, we saw one of the quickest drawdowns in history. But guess what? The market bounced back just as fast. This is why long-term courage matters.
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.
Globalisation: Is Your Family’s Future at Stake?
Globalisation is a double-edged sword. Yes, it’s given us an abundance of products. But has it also made us poorer in spirit? We want to explore the unspoken truth.
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.
Tesla: What Comes Next?
Tesla is one of the most successful automakers of all time. But right now, the Company is facing an onslaught of negative publicity. What will it take to fix this?
The Silent Majority: How America Decides
There’s a contest of wills brewing in America right now. It’s a struggle between those who support tariffs and those who don’t. How will this play out in the long-term?
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?
Your Biggest Risk: Demographic Destiny and the Inflation Dilemma
The shape of our society is changing. The consequences will be extraordinary. Here’s why it’s time for you to prepare for this huge seismic shift.
The AI War: China’s Sputnik Moment?
It’s a stunning development. Has DeepSeek fired a shot across Silicon Valley’s bow? Well, here are 2 critical facts that the mainstream media aren’t telling you.
American Energy Boom: Warren Buffett’s Big Bet
The oil-and-gas industry in the United States is experiencing an incredible rebirth. Is this creating an opportunity for investors to buy into value?
American Wallet vs Chinese Wallet: Who Wins?
America’s growth engine is surging. Meanwhile, China’s growth engine is sputtering out. Here’s what it means for the immediate fortunes of both nations.
The White Swan: What You Might Be Missing in 2025
Economists love making forecasts. Unfortunately, they have a history of bungling them. Here’s why investors looking for prosperity are better off being contrarian.