Category: China
Crisis or Opportunity? The Great Power Struggle of Our Age
Are we entering a new era of geopolitical competition? As the global landscape shifts before our eyes, a fresh opportunity could be emerging for brave investors.
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.
The Defence Supercycle: Broken Trust & Game Theory
Armed conflict is never pleasant. But as we enter a new era of great power competition, here’s what investors need to know about the changing geopolitical landscape.
Simon Angelo: Dependence Day Is Over
China and America are clashing again. This time, it’s a fight for dominance over the rare-earth supply chain. Could this unlock a brave new frontier for investors?
America: A New All-Time High?
The US stock market is roaring ahead, defying fears. Is this a sign of looming disaster? Or is a stunning renaissance about to unfold?
The Italian Giant Caught in a Tug-of-War
When’s the best time to extract maximum value? Well, by investing during moments of turbulence. Here’s why this Italian asset might offer a contrarian opportunity.
Trump’s Tariff Poker: Fear, Leverage, and Alpha
Yes, the threat of tariffs is unnerving. But is it simply the art of the deal? Here’s why investors should use this as a chance to advance, not retreat.
From Dirt Poor to Middle Class: My Family’s Migration Story
One family. Four generations. An odyssey of hope and courage. Here’s why social mobility isn’t just game of chance. It’s a powerful force that transforms lives.
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.