Category: Debt
Portfolio Update: June 2025 — 12.55% in 6 Months and Still Hungry for Value
This past month has given us a burst of geopolitical volatility. But look past the media hysteria. For gutsy investors, this was a ‘sliding door’ moment to deploy cash.
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.
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?
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.
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?
War and Trauma: Why Europe Is Waking Up
For the longest time, America has acted as the ultimate security backstop for Europe. This now appears to be changing. Is this creating a new investment window?
Trump Tariffs 2.0: Disaster or Hidden Opportunity?
The media claims that tariffs are a serious threat to our way of life. But is the anxiety overdone? Here’s the contrarian case for buying into the volatility.
Money Talks With Simon Angelo: Is NZ Going Broke?
We talk to Reality Check Radio about the financial challenge our nation is facing. How can we rebuild our wealth base and create fresh prosperity?
Kiwi Malaise: Can We Get Out of It?
What has happened to our rock-star economy? It’s clear that we’re in a depressing slump. Climbing out of this hole will require bold, decisive action.
Give Me Liberty or Give Me Death?
Look beyond left. Look beyond right. Is libertarianism the way to live? Here’s a frank discussion on the merits of traffic lights and freedom.
CBDCs: When Goliath Comes for David
Central Bank Digital Currencies are coming. Is this a way of consolidating control over the banking industry? What’s really at stake here?
Portfolio Update: December 2024 — Opportunity from Venice
It’s been a extraordinary 12 months. As we wrap up the final investment stretch of 2024, let’s take a bird’s-eye view of the global opportunities ahead.
Style and Value: Why Invest in Italy?
It’s a stunning turnaround. Italy has gone from zero to hero, becoming one of the most dynamic economies in Europe. Is this a golden investment opportunity?
Growth and Income: Does Europe Lag or Shine?
Europe is the second-largest consumer market in the world. But it has been undervalued for the longest time. Is the Continent now due for an investment renaissance?