In his book, Skin in the Game: Hidden Asymmetries in Daily Life, Nassim Taleb says: Don't tell me what you think, tell me what you have in your portfolio.

Geopolitical risk is a livewire. It's talked about every year by market gurus. The impact on global economies and financial markets is carefully narrated. Meanwhile, market participants watch in awe.

Speculation of rate rises here in Australia don't seem to be deterring eager Australian property buyers. Melbourne's clearance rate is currently sitting at 73% compared to 74% this time last year. And Sydney, Brisbane, Adelaide, and Canberra are sitting at 77%, 75%, 94% (WTF!), and 79% respectively.

The Australian superannuation industry is a AU$3.3 trillion market, and is one of the world's most respected schemes. AMP is in the game of superannuation, insurance, and investing. And have been since 1849. The company when public in 1998. Since going public, the company has lost 84.1% of investors' total return. Just let that sink in for a second. You just lost 94% of your capital, and after taking dividends into account, you're still down almost 85% on your investment.

Last week I attended my first in person wealth management symposium since COVID. It was so good to see people in IRL - to chat, query, debate, challenge, and learn. By far by favourite topic was the final leg of the symposium where the presenters discussed the domestic property market their outlook. I'm really curious about this asset class for a number of reasons - I have vested interest in my home, my investments, my developments, and it's such a large exposure for Australian's and the economy.

Earlier this year I bough Bitcoin for the first time. I wrote about it here in June. Since I bought Bitcoin, the price has fallen 50%, and risen again by almost 150%. I wrote at the time: