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Uluru Dispatch: Lessons from a 600-Million-Year-Old Portfolio
I'm writing this from the red dust itself - no cabin-pressure hum this time, just the hush that settles over the desert once the tour buses pull away. Watching Uluru ignite under the late-afternoon sun, I'm struck by how a single sandstone monolith can teach the same lesson the market's been hammering home for centuries.
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The Three Year Itch
I’m heading north for the school holidays—Uluru, Broome, then Exmouth. We try to get away every break; ring-fencing time with the family keeps life in balance.

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Is The 'Sell in May & Go Away' Thematic Outdated?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.
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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.
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