Category: US
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?
American Debt Bomb? Here’s Why I’m Not Worried
The pessimists are feeling sour about America. But has the negativity been overdone? Here’s our rebellious perspective on what really matters.
The 10%+ Yield Hiding in America’s Housing Shortage
Around the world, surging prices are putting housing affordability under pressure. But in America, one company may have found a way to ease the crisis.
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.
Portfolio Update: May 2026 — Steady Performance Against Turmoil
How do you ride out market volatility? By building a robust portfolio. Here’s why we’re embracing new opportunities in the counter-cycle.
Money Talks With Simon Angelo: Budget 2026 Lacks Bold Vision for NZ’s Future
We talk to Reality Check Radio about the merits of the latest Budget. Is New Zealand too risk-averse? Are policymakers missing the chance to create long-term prosperity?
The West’s Secret Weapon: A Billion Dollar Bet on New Tech
A stampede of new unicorns is due to hit the market soon. What’s the best way for Kiwi investors to gain exposure? We take a critical look at one emerging possibility.
Scary Predictions: Should You Believe Them?
The news is filled with negative headlines. Is it still worth investing in the market? Well, 100 years of history offers us a surprising answer.
Looking North: A Value Opportunity in Canada?
Yes, America has the hottest market in the world. But another gateway is now opening to the north. Here’s why savvy investors are paying attention.
The AI Enabler Up 1,700% in 5 Years
Artificial intelligence is already reshaping our world. As the global economy hungers for new infrastructure, could this hardware business offer credible upside?
Our Next Coffee & Capital: The Future of Wealth
It’s a tale of two different realities. On Main Street, people are struggling. Meanwhile, on Wall Street, people are prospering. Why on earth is this happening?
The Most Hated Market in the World: Is This an Opportunity?
Most investors are following the herd. But are they overlooking a wild frontier opportunity on the edge of the map? Here’s what they could be missing.
Portfolio Update: April 2026 — Onwards and Up 6.35%
Blink and you’ll miss it. The jitters from the Iran war have receded, giving way to a spectacular market rally. Here’s how we caught this positive wave.
Money Talks With Simon Angelo: CBDCs, India FTA & House Prices
We talk to Reality Check Radio about the public resistance against central bank digital currencies. Plus, what are the prospects now for Kiwi property?