Category: US
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.
Turning $1,000 Into $2.1m: How I Missed 1985
The global economy is switching gears. A new AI arms race is heating up. Could this be a rare value opportunity in a rapidly evolving market?
Simon Angelo: Nothing Ventured, Nothing Gained
Do you want to seize greater opportunities? Well, if you do, then you have to be willing step off the beaten path. Here’s why it pays to think differently.
America Strikes Iran: Safe Havens Shine
As Middle East tensions flare, we’re experiencing a jittery mood. But has the fear been oversold? Here’s why investors could use this as a chance to buy.
Warren Buffett Retires: The End of an Era
Hero. Icon. Legend. Warren Buffett is the greatest value investor of our time. What’s the secret of his success? Here are 3 critical moments that cemented his legacy.
Real Estate for America’s Comeback
It’s not easy to find undervalued opportunities in America. However, the property sector could be a credible option. Here’s why the market cycle might be about to turn.
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.
Money Talks With Simon Angelo: Gold, Housing & Trade
We talk to Reality Check Radio about the current state of play in our economy. The headlines are volatile, but is this creating an opportunity for courageous investors?
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.
Tech vs Sweat: The New American Dream (Part Two)
For years, the American industrial heartland has been in decline. But the winds are now changing. Is it time for a revival? This is Part Two of our investigative series.
Bad Luck: The Man Who Lost $300 Billion
Just imagine. You sell your shares in a company for $800, only to later discover that they are worth billions. What’s your reaction?
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?
Tech vs Sweat: The New American Dream (Part One)
Globalisation has transformed the fabric of American society. The change has been radical. But at what cost? This is Part One of our investigative series.
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.
Australia and Canada Get Trumped to NZ’s Advantage
Two recent elections have delivered gains to the Left. But is there more to this than meets the eye? Well, here’s what the mainstream media isn’t telling you.