Category: US
Portfolio Update: December 2025 — Our Best Year Yet +29%
We have capped off a victorious year with a strong winning streak. Now we are preparing our clients for the next stage of the growth and income cycle.
Opportunities to Break Out in 2026? (Part One)
We’re charging into a brand-new year. Is it time to take a fresh look at speculative opportunities? This is Part One of our investigative series.
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.
Inside the 27% Trade: How Process Beat the Market
Wise investing is about independent thinking. Here’s how we used a disciplined approach to uncover an extraordinary gem that others had missed.
AI Bubble? Here’s Where the Value Is Hiding
More and more, we’re hearing about a speculative bubble. Is this an actual problem? Or is it just media sensationalism? We cut through the noise and lay out the facts.
Portfolio Update: November 2025 — Outpacing the S&P 500
As the year starts to wind down, our Quantum Income Strategy continues to deliver strong results. Here’s why we’re still seeing pockets of deep potential.
Robots Rising: Betting on the Next Industrial Revolution
Robots are quietly stepping into a lifesaving role. Boosting longevity. Rewriting the rules of what’s possible. Is this what the future looks like?
Money Talks With Simon Angelo: The AI Job Squeeze
We talk to Reality Check Radio about the dizzying rise of AI. How will this transform our jobs market? What are the risks and opportunities to watch out for?
The Great AI Decoupling: Why Jobs Are Falling as Markets Rise
Will robotics and automation destroy human roles? Or are we seeing the birth of a new era of prosperity? Here’s our optimistic vision for the road ahead.
Gold: A 50-Year Verdict You Can’t Ignore
There’s no hiding it: the speculative mood for gold has turned feverish. Are we about see more price swings? Here are the clues worth watching out for.
This Glass Is Half-Full and It’s Worth Millions
Pessimists see risk. Optimists see opportunity. For 155 years, the market has tested both the doomsayers and the dreamers. So who really comes out ahead?
Live Free: Building an American Income Portfolio
Forget socialism. Courageous people should strive to live life on their own terms. It all starts with securing a global stream of passive income.
Portfolio Update: October 2025 — Escaping the Monetary Con — Up 1.29% This Month
Buying productive assets. Capturing growth. Generating income. Here’s why it’s never been more important for our clients to stay ahead of currency debasement.
Falling Interest Rates: These 2 Sectors Could Win Big
It’s showtime. Rates are coming down. Trillions of dollars will need to be redeployed. Could these 2 hidden areas of the market benefit from a value rotation?