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The Wide Lens
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Tariff Tantrum
Just six months ago, The Economist ran a striking cover: a roll of $100 bills shaped like a rocket, blasting into space under the...
Robert Baharian
Apr 73 min read


Santa Claus Rally 2024
In 2016 I bought a very expensive Santa suit. My wife wasn't happy about it - because it was so expensive. But I knew it would be worth...
Robert Baharian
Dec 16, 20242 min read


Bullish Trumphoria
Inflation is cooling, yet the cost of living remains high. Annual inflation is down to about 2% yet cost of living is up about 22% since...
Robert Baharian
Dec 2, 20242 min read


My Thoughts On The Market Right Now
I'm a glass half full kinda guy - I'd say I'm an optimist - I see learnings, not failure. And I try and instil this into my children. To...
Robert Baharian
Nov 25, 20242 min read


The Roaring 20's
Donald Trump is the 47th US president. The US stock market (S&P 500) crossed 6,000 for the first time earlier this week. And Bitcoin...
Robert Baharian
Nov 18, 20242 min read


Smoothing Out Returns
A lot can happen in one year, and a lot can be forgotten after one year. The US stock market is up 26.41% YTD, and 35.91% over the last...
Robert Baharian
Nov 12, 20241 min read


Election Is Here. What's Next?
I was on Ausbiz on Monday  talking about the US election and what investors can expect. And it's finally here. I hear a lot of people...
Robert Baharian
Nov 6, 20241 min read


Does The President Control The Stock Market? 2024 Edition
I was in Noosa last week for an investment conference. Each morning, I would run along the beach for about 6 km, take a dip in the water,...
Robert Baharian
Oct 29, 20242 min read


Record All Time Highs
We're almost one third of the way through Q4 of 2024. And what is historically a relatively volatile month, the market has so far been...
Robert Baharian
Oct 21, 20242 min read


Baby Bull Turns 2
The stock market bottomed out on 12 October 2022, and the weekend gone marked the two-year anniversary of this bull market - yes, it's a...
Robert Baharian
Oct 14, 20242 min read


Here's Why Stocks Are Going Up
My kids discovered Google Finance whilst we were waiting to board a flight home from Ho Chi Minh last week. They were fascinated by the...
Robert Baharian
Oct 8, 20241 min read


The Great Normalisation
Throughout the week we've seen a number of data points released out of the US, pointing to a slowdown in the jobs market, and the...
Robert Baharian
Sep 9, 20242 min read


From Panic to Euphoria
Financial crisis, bear markets, and panics, they all feel the same. Our primitive human mind is hard wired to safeguard and to protect...
Robert Baharian
Sep 2, 20242 min read


The Fed Pivot. It's The Vibe.
The time has come for policy to adjust. The direction of travel is clear, and the timing and pace of rate cuts will depend on incoming...
Robert Baharian
Aug 26, 20243 min read


What Decline? What Recession?
A few weeks ago I wrote about the market decline  and why I thought we had a little more to go. Turns out I was right - not to brag....
Robert Baharian
Aug 19, 20242 min read


The End of The World
Perspective is so important, yet it's not easy. We get so caught up in our own world that it's hard to see the forest for the trees. Last...
Robert Baharian
Aug 5, 20241 min read


Common Uncommons
The Paris 2024 Summer Olympics kicked off over the weekend, and markets we're in a celebratory mood. The S&P 500 clawed back some of its...
Robert Baharian
Jul 29, 20241 min read


What Bali Taught me About Investing
I spent the school holidays in Bali with my family. We travelled through Sanur, Uluwatu, Ubud, and Canggu. We'd never been to Uluwatu...
Robert Baharian
Jul 22, 20242 min read


The Agony and the Ecstasy
I started investing just after the dot com bust, right through the commodity boom. I was buying individual stocks and names, mining...
Robert Baharian
Jun 17, 20242 min read


The Current State of The Market in 5 Charts
I've been thinking a lot about markets lately, the cross currents, the outlook, the implications, the opportunities. I feel as though the...
Robert Baharian
Jun 11, 20243 min read
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