A wider 
perspective

A wider perspective

A different point of view on investing, markets, and life.

Clarity, Confidence & Control

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 
on the right path.

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This One Chart
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Apr 2
4 min read

The Best 100 Days for a Long Time

I’m on a plane right now as I write this note. It’s Easter Sunday as we fly across the country to Western Australia. It’s the first week of the Easter school holidays. We’ve never been to WA as a family, in fact, my wife nor my two boys have been before. The only memories I have of WA are from a handful of boys trips to Scarborough Beach and Northbridge from over 15 years ago and before I was married - late mornings, late nights, lots of drinking, lots of laughs, a lot of stupidity, and those speculator sunsets. Fifteen years on, I am looking forward to creating some new memories of WA - exploration, bush walks, snorkelling, go pro worthy experiences, time with my wife and two boys, and those speculator sunsets. For those of you who know me well, you know how important time away with my family is - creating lifelong memories that Google will thankfully remind me of. Its the one piece of advice I never ever forget from my clients back when I was working in my corporate days - “spend time with your children, they grow up so fast”. So I did and I am. I quite my corporate job 8 years ago and started Baharian Wealth Management. I’ve worked harder than any day in my corporate job but I have had an enormous amount of flexibility and autonomy. I regularly talk to our clients about life and their aspirations - it’s part of what we do. Not only talking about them, we help them act on it. It would be so wrong of me, and I would be doing myself a disjustice if I too didn’t clarify my own goals and act on them. So to all of you who gave me that advice 10 years ago - thank you.

April 2, 2024
This One Chart
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Mar 17
2 min read

A Great Year Ahead?

Happy 50th - trading days that is. Last week we clicked over 50 trading days for the year. And the stock market is up +8.3% year to date. Looking back historically, when the market is >5% on day 50, the rest of the year has been higher an amazing 24 out of 25 times. And up more than 12% on average.

March 17, 2024
This One Chart
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Mar 11
2 min read

15 Years in The Making

My son scored his first goal at his futsal training game over the weekend. And boy was he happy! He's been playing soccer for about 9 months now, and every so often I see his confidence edge up a notch. Rain, hail, or shine, I'm there, cheering him on, debriefing every training session and game in the car on the way home. I'm his biggest fan. I'm never critical, always constructive. Sometimes I feel as though I'm a professional motivational speaker - ha! It's been a long time coming, and he's been quietly persistent, focussed, patient, discipled, and constantly learning. He knew the bigger picture, and he never gave up.

March 11, 2024
This One Chart
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Mar 3
4 min read

Here's What's Next for the Mag-7 & AI

I watched the BlackBerry movie over the weekend. If you haven't seen it, I highly recommend it - a fascinating film that explores the incredible growth and collapse of the world's first smartphone. It really got me thinking about technology, and how far we've come in such a short period of time.

March 3, 2024
This One Chart
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Feb 24
2 min read

All Time Highs Are Historically Bullish

Markets are at all-time highs (ATHs). The economy is in good shape. Investor portfolios are ticking along nicely. The most common question I'm getting at the moment is whether the stock market can continue its run given ATHs. As regular readers would know, I turn to the history books to guide me to into the future. Thanks to Barry Ritholtz for this one.

February 24, 2024
This One Chart
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Feb 18
3 min read

S&P 500 up 42% by 2026 if no Recession

As most of you would know, I have two boys, aged 9 and 7. They change their minds often - they want Mexican for dinner one minute, Indian the next, one minute they want to watch Chicken Run: Dawn of the Nugget, the next, it's Super Mario Brothers, today they don't want to attend Anthony's birthday party, the next day they do.

February 18, 2024

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