Category: Inflation
The Next Crash: Keep Calm and Carry On?
We live in a world where pessimism is the default mode. But what if the future is actually brighter than we think? Here’s how smart investors can position themselves for better days ahead.
Portfolio Update: July 2026 — Seeking Opportunity Amidst Volatility
This past month brought a sharp burst of volatility and a rotation out of tech. But we looked beyond the fear, building a runway for long-term value.
Money Talks With Simon Angelo: Energy Bets & The Price of Bad Incentives
We talk to Reality Check Radio about the future of energy security in New Zealand. Are we facing a stark choice between prosperity and decline?
Portfolio Update: June 2026 — Up 3.42% — The Snowball Accelerates
This past month has been choppy for global markets, yet our composite portfolio still delivered a strong result. Here’s where we’re seeing opportunity now.
Money Talks With Simon Angelo: The End of the Property Super Cycle?
We talk to Reality Check Radio about the end of New Zealand’s obsession with housing. Is a major reckoning on the cards? Is it time to prepare for what comes next?
Michael Jordan: What Game Are You Playing?
He was one of the greatest athletes of all time. But a personal tragedy nearly derailed his career. His incredible comeback provides a timeless lesson about resilience.
Portfolio Update: May 2026 — Steady Performance Against Turmoil
How do you ride out market volatility? By building a robust portfolio. Here’s why we’re embracing new opportunities in the counter-cycle.
Money Talks With Simon Angelo: Budget 2026 Lacks Bold Vision for NZ’s Future
We talk to Reality Check Radio about the merits of the latest Budget. Is New Zealand too risk-averse? Are policymakers missing the chance to create long-term prosperity?
The Cost of Bad Decisions: How NZ Lost a Decade of Wealth
Mistakes have a compounding effect. Once the first domino falls, the long-term impact can be profound. Here’s why this matters to our prosperity as a nation.
Our Next Coffee & Capital: The Future of Wealth
It’s a tale of two different realities. On Main Street, people are struggling. Meanwhile, on Wall Street, people are prospering. Why on earth is this happening?
Portfolio Update: April 2026 — Onwards and Up 6.35%
Blink and you’ll miss it. The jitters from the Iran war have receded, giving way to a spectacular market rally. Here’s how we caught this positive wave.
Money Talks With Simon Angelo: CBDCs, India FTA & House Prices
We talk to Reality Check Radio about the public resistance against central bank digital currencies. Plus, what are the prospects now for Kiwi property?
Money Talks With Simon Angelo: Market Opportunities Amid Fuel Shock
We talk to Reality Check Radio about the true impact of our country’s oil crisis. Plus, is this a chance to explore brave reforms for long-term resilience?
Portfolio Update: March 2026 — Navigating the Strait of Fear
The conflict in the Persian Gulf has rattled global markets. But look beyond the fear. For value investors, this is the moment to buy the dip.
Are War Headlines Fooling Investors Again?
Turbulence. Fear. Uncertainty. It can tempting to freeze up at a time like this. But pushing forward with a contrarian attitude might be better. Here’s why.