Category: Inflation
Portfolio Update: September 2026 — Grip the Armrests, Opportunity Ahead
September has historically been the weakest month of the year. But for courageous investors, this was a sliding-door moment to capture outstanding value.
Wealth Pipeline: Is This Energy Gatekeeper Worth Looking At?
There’s no hiding it: we need reliable energy to power our world. Is this business well-placed to turn everyday demand into lasting shareholder value?
Stop Blaming Supermarkets: Start Fixing the Market
As the election draws closer, food prices have become a lightning rod for controversy. But are politicians targeting the real problem?
Money Talks With Simon Angelo: Money Markets and What Money Can’t Buy
We talk to Reality Check Radio about rising bond yields, as well as extraordinary stakes in November. What should Kiwi investors be paying attention to?
Portfolio Update: August 2026 — The Next Few Months Are Pivotal
This past month delivered anxiety about rising bond yields and resurgent inflation. But for eagle-eyed investors, this was the moment to capture outstanding value.
The Financial Myths Making New Zealand Poorer
Our nation is at a crossroads. Do we punish free enterprise? Or do we incentivise it? Only one path leads to long-term prosperity.
Money Talks With Simon Angelo: When Property Stops Being the Easy Wealth Builder
We talk to Reality Check Radio about a turning point for the property market. Is it time for Kiwi investors to adapt to this new economic landscape?
2,000% Return: Profiting from Oil Disruption?
The doomsayers treat the conflict in the Middle East as an existential threat. But speculative traders see the volatility as a chance to capitalise. Who’s right?
Simon Angelo: Could AI Save Our Economy?
Waste. Inefficiency. Incompetence. Can automation cut through New Zealand’s bureaucratic fat? Here’s our contrarian take on what the future holds.
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.