Tag: Simon Angelo
The South Africa Discount: Why This Global Business Is Cheap
South Africa is a nation with stunning vistas and rising potential. Could this be the next wealth gateway that no one’s talking about?
Portfolio Update: July 2026 — Finding Opportunity in Volatility
This past month brought a sharp burst of volatility and a rotation out of tech. But we looked beyond the fear, building a runway for long-term value.
S&P 500: America’s Magnificent Gamble
The United States is creating more wealth than any other nation. Its capitalist engine is firing on all cylinders. But can the good times continue to roll?
The Art of Being Boring: Looking Away From AI Madness
Artificial intelligence has become the hottest craze of our age. But look beyond the hype. Could this forgotten sector offer a better bargain?
Quantum AI: The Next Revolution in Computing?
The next generation of computers are on the horizon, promising to transform our global economy. How can savvy investors tap into this brave new frontier?
70% Surge: Is This the World’s Riskiest Rally?
It’s an extraordinary turnaround. Once unloved and ignored, this country is now a growth engine hitting fresh highs. Can the bullish upswing continue?
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.
The Swedish Model: A Quiet Country That Keeps Fixing Itself
Most investors see Sweden as a welfare state. But they often overlook what sits beneath it: a dynamic, export-driven economy. Is this an untapped opportunity?
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.
The Great Kiwi Housing Disaster: What Comes Next?
New Zealand’s property market is now in Year 4 of a decline. The pain is real. What does the road ahead look like for Kiwi investors?
Fog Over the Thames: Is Britain About to Surprise the World?
Brexit was a pivotal moment for the UK. But out of the ashes of pessimism, a new financial phoenix is rising. Could this be a fresh start?
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.
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.
Behind the Iron Curtain: A Rising Economy?
This Eastern European country was once dismissed as an ugly duckling. But now the winds of change are blowing. Is a transformation about to happen?
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.