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 on the right path.
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.
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.
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.
The Most Important Chart of the Year
This is my first piece for 2024. I spent the summer with my wife and two boys - food, beaches, nature, adventure, and I managed to get back onto my bike. One of my many highlights was finding this little gem of a place - Bridgewater Bay. I've been going down to the Mornington Peninsula for decades now, and only found out about this place recently. It's a must visit! Remember to bring your reef shoes with you to get the most out of the place. How good is this...
The Financial Market's Handbook
At the end of the June 2023 quarter I wrote, "What a difference three months makes?...From cracks and fragile markets to new stock bull markets, property prices bottoming out, and inflation back down the 3% (US YoY)."
2023 All Wrapped Up
It's Sunday night as I write my final piece for 2023. And if I'm being honest with you, it's a bit of a relief. Man, what a year it has been - 2023 feels like I've been in a constant battle. And it's time to put down the sword and take off the armour - because we're done.
Ready to grow your wealth?
Let's talk. One call. No risk. Just a way to see if we're a good fit.