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The Wide Lens
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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...
Robert Baharian
Feb 19, 20243 min read


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...
Robert Baharian
Feb 12, 20242 min read


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...
Robert Baharian
Jan 29, 20242 min read


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...
Robert Baharian
Dec 22, 20234 min read


10 Reasons to Get Invested
It doesn't matter what time of the year it is, whether the market is going up or going down, long-term investors have an edge. An edge...
Robert Baharian
Dec 11, 20233 min read


A November to Remember
Welcome to summer. Welcome to December. And just like that, the bulls are on the move and the bears are back in hibernation. November...
Robert Baharian
Dec 5, 20232 min read


Here's What's Catching My Eye Right Now
There's a lot I've been thinking about lately. You'd think that as we approach the end of the year, the noise in financial markets would...
Robert Baharian
Nov 28, 20233 min read


A Recession of The Mind
I attended a conference down on the Mornington Peninsula last week. It's such a beautiful place down that way. In less than one hour,...
Robert Baharian
Nov 21, 20232 min read


Earnings Recession - That Was So 2022
It was mid-October 2022 when the stock market bottomed out following the tech recession. The stock market rallied +28% to the end of July...
Robert Baharian
Nov 14, 20233 min read


My Tuesday Rant
It's Tuesday afternoon as I write this post. I have no idea what happened in the Melbourne Cup. I have not the faintest interest. The RBA...
Robert Baharian
Nov 8, 20233 min read


Rates, Stocks - A Halloween Special
If you live around Melbourne's eastern suburbs, you may have attended "Halloween" at Greythorn Central in Balwyn last week. My two boys...
Robert Baharian
Oct 31, 20232 min read


The Market Ahead
Thank goodness the third quarter of 2023 is over. September was just a washout. Most asset classes and most country stock markets were...
Robert Baharian
Oct 23, 20233 min read


Where is The Excess Property Supply?
Wait for spring they said. Property will flood the market they said. It will pull prices down they said. Yet here we are, one third of...
Robert Baharian
Oct 15, 20233 min read


VC Valuations Down 50%
It's 2020. The world has been hit with a global pandemic. Stocks fall the fastest and sharpest on record and for the shortest duration....
Robert Baharian
Oct 10, 20232 min read


Rate Hikes to Rate Cuts in 8 Month
And just like that the school holidays are over. I celebrated another birthday, and the Pies won another flag - the best birthday present...
Robert Baharian
Oct 2, 20233 min read


The Most Widely Anticipated Recession. Ever.
It's Saturday night as I write this post. The suitcases are packed, boys are in bed, and we're off to Bondi tomorrow morning for the...
Robert Baharian
Sep 18, 20233 min read


Here's Why Monetary Policy Isn't Whacking The Market. Yet.
It was 2010. Collingwood had won the AFL grand final, and a week later, I was on a flight to Las Vegas. And yes, I was still wearing my...
Robert Baharian
Sep 11, 20233 min read


Where is The Recession?
Hi guys. I'm sorry I missed last week's note. It's been a big week. I've been seeing a number of clients, and it's super interesting to...
Robert Baharian
Aug 28, 20232 min read


Inflation Peak: Here's What it Means for Stocks
How good was this past weekend for sport? The Pies getting up against the Cats, and the Matilda's in a thriller against France -...
Robert Baharian
Aug 14, 20232 min read


My 2-Minute Take on The Current Property Market
A client emailed me on Saturday night with the results of their home auction from that afternoon. They weren't the only ones pleased with...
Robert Baharian
Aug 7, 20233 min read
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