A different point of view on investing, markets, and life.
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Together, we'll reconnect you to what matters most and create a tailored wealth plan that empowers you to take control of your financial affairs, giving you the confidence that you’re
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Trump Treasury Tantrum (TTT)
"This massive, outrageous, pork-filled Congressional spending bill is a disgusting abomination." That's Elon Musk on the passing of a Trump's "big beautiful bill", which could add anywhere between US$2.4 and US$5 trillion to the federal budget deficit over the next 10 years. Trump reckons better than expected economic growth will bring in more revenues. The data thus far however, is a mixed bag.
Baharian's Bull Market Bet
Robert Baharian from Longview Capital Partners views the recent Wall Street rally as a sign of a potential shift towards a bull market.
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Is The 'Sell in May & Go Away' Thematic Outdated?
Robert Baharian from Longview Capital Partners observes that the market dynamics have been rapidly fluctuating.
Looking For Opportunity Amid a Bleak Outlook
Robert Baharian from Longview Capital Partners describes the current market turbulence as a severe downturn reminiscent of past global crises.
Tariff Tantrum
Just six months ago, The Economist ran a striking cover: a roll of $100 bills shaped like a rocket, blasting into space under the headline, “The Envy of the World.” It was mid-October. The mid-year growth scare had faded after a surprise 50-basis-point rate cut from the Fed. Markets surged—seemingly hitting new all-time highs by the day.
Private Credit - Booming Market or Systemic Risk?
Robert Baharian from Longview Capital Partners discusses the Australian private credit market, noting it's not new but often misunderstood.
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