A different point of view on investing, markets, and life.
By asking the right questions, we uncover better answers.
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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We've Been Here Before. Here's the Chart That Proves It.
The Situational Awareness blowup rattled AI stocks. But a chart comparing Netscape and ChatGPT suggests we've seen this before — and what came next.
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Half Time. And the Score Might Surprise You.
After all the hand-wringing over the Middle East, oil prices, and the Fed, the first half of 2026 delivered a very different outcome than most expected.
The Mag-7 Dip Nobody's Talking About
Turn on the news this year and you'll hear two stories. Iran. And AI.
The Truth About Private Credit and Valuations
The AFR raised a fair question about private credit valuations last week. Here's what investors actually need to understand before drawing the wrong conclusions.
The SpaceX IPO. Let's be honest.
SpaceX went public. It did well. But when the same brokers selling you the stock are also telling you it can only go up, that's exactly when I get uncomfortable.
2026–27 Federal Budget: What It Means, What the Numbers Show, and What We Think
A detailed analysis of the 2026–27 Federal Budget by Robert Baharian, covering CGT reform, negative gearing changes, discretionary trust taxation, and worked examples showing the real dollar impact on property investors, share portfolios and business founders.
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