Category: US
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.
Portfolio Update: April 2025 — Goodbye Black Monday
April was a month filled with breathtaking price swings. But heightened volatility also gave us heightened opportunity. Here’s how we captured the upside.
Trump: Investing in the Age of Volatility
Erratic. Unstable. Alarming. The mainstream media has been slamming Trump over and over again. However, is his volatile behaviour actually part of a rational strategy?
Globalisation: Is Your Family’s Future at Stake?
Globalisation is a double-edged sword. Yes, it’s given us an abundance of products. But has it also made us poorer in spirit? We want to explore the unspoken truth.
Simon Angelo: Opportunity in the Trade Wars
What happens when two superpowers clash? Plenty of fear. Plenty of turbulence. But this might be the best time for contrarian investors to dive in and capture value.
Tesla: What Comes Next?
Tesla is one of the most successful automakers of all time. But right now, the Company is facing an onslaught of negative publicity. What will it take to fix this?
The Silent Majority: How America Decides
There’s a contest of wills brewing in America right now. It’s a struggle between those who support tariffs and those who don’t. How will this play out in the long-term?