Category: US
Courage and Capital: Why the West Is Rising Again
Strong leadership is now injecting fresh energy into Western economies. Could this revival in common sense unleash a new wave of prosperity?
Inside the $10 Billion Bet on AI Compute
The rise of artificial intelligence has been feverish. The world is now hungry for new infrastructure. Is this creating a speculative opening for daring investors?
Hold, Hold, Hold: The Art of Investing with Courage
Everyone wants to buy when the market is climbing. But what happens when the market turns choppy? Well, here’s why having a strong stomach matters.
Money Talks With Simon Angelo: The Kiwi Squeeze & The American Surge
We talk to Reality Check Radio about the impact of urban intensification on New Zealand life. Plus, is a new American golden age about to happen?
American Empire: Turning Chaos Into Capital
The United States is entering a new era of aggressive expansionism. Should we fear it? Or could this pave the way for brighter days ahead?
Portfolio Update: January 2026 — Market Gyrations
As we close out the first month of 2026, we’re seeing loud and brash headlines. But is the controversy leading to a ‘sliding-door’ opportunity?
Greenland: The Arctic Prize Reshaping Global Power
Greenland has become a new flashpoint for US-NATO relations. Is this creating a rare buying opportunity for courageous investors?
Trumping Venezuela: Why America Is Back
It’s a case of shock and awe. America’s swift action in Venezuela has just changed the balance of power. How should smart investors react to this emerging situation?
Opportunities to Break Out in 2026? (Part Two)
The next 12 months could be decisive for this game-changing sector. Here’s why it’s attracting fresh attention. This is Part Two of our investigative series.
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.