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The Wide Lens
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Wax On, Wax Off
I watched The Karate Kid last week. It's not the first time I've seen it, but it was the first time I watched it with my two boys - it...
Robert Baharian
Jul 31, 20233 min read


Climbing The Wall of Worry
And that's a wrap for the first half of the year, and the results are in. Stocks are (much) higher than they were at the beginning of the...
Robert Baharian
Jul 3, 20232 min read


Who Are You Going to Believe?
Everyone writing or speaking has an agenda. What about you, Robert, I hear you ask? Of course, I do too. As much as I love reading and...
Robert Baharian
Jun 28, 20233 min read


My House Went to Auction (Again) Over the Weekend - Here's What Happened
Followers and readers would know my wife and I put our property up on the market back in August of 2022. If you missed my blog post the...
Robert Baharian
Jun 19, 20233 min read


Flexing Tech Muscle
My son played his first soccer game over the weekend. He's playing under 9's for a local club. It was so amazing for me to watch his...
Robert Baharian
Jun 13, 20234 min read


Doing The Opposite
I've been talking about this for sometime - the consumer, and their "hunch" for what is yet to come. Yet they've been consistently wrong...
Robert Baharian
Jun 5, 20232 min read


Buying Versus Renting
I came across this chart last week, and on Friday night a friend of mine also sent it through to me and asked whether there was any...
Robert Baharian
May 29, 20232 min read


Get Ready to Rumble
It doesn't feel like stuff is going up in price as much as it used to - do you also feel the same way? We recently had the US release...
Robert Baharian
May 25, 20232 min read


The Consumer is Doing Just Fine
Allow me to pull back the curtain and give you a snippet into how the consumer is trending right now. US households are in excellent...
Robert Baharian
May 15, 20231 min read


The Market Just Cemented a Bottom
Everyone loves a bear market - especially the talking heads you see on TV. Bull markets are harder to love. The narrative of the bears...
Robert Baharian
May 8, 20232 min read


The 60/40 Portfolio is Dead
Hello. I don't recall having as many school holidays when I was a child as my two children do, and certainly not for as long! After...
Robert Baharian
May 1, 20233 min read


The Market Guide
What a year 2022 was, and what a first quarter of 2023 it has been. The market is finally cracking from the rapid rise in interest rates...
Robert Baharian
Apr 4, 20232 min read


The Fed is Going to Crash The Economy
We were all cheering for a hold on rates by the US Fed. Alas, we were greeted with a short jab to the guts with a 0.25 bps rise. It's...
Robert Baharian
Mar 27, 20232 min read


Has Inflation Peaked in Australia?
Following last week's events, which appear to have rolled into this week too, financial markets around the world are pricing in rate cuts...
Robert Baharian
Mar 20, 20232 min read


SVB's Collapse - A Classic Bank Run
This is the biggest and only story in town right now. Here's my take: SVB was the bank of choice for Silicon Valley's hot start-ups. As...
Robert Baharian
Mar 16, 20233 min read


Rate Rises & The US Borrower
Most headlines I read nowadays are about how much the average loan repayment has increased by and will increase by for Australians. You...
Robert Baharian
Mar 8, 20233 min read


Property Credit Funds: A Beginner's Guide to Maximising Returns and Minimising Risk
What is property credit? Property credit, also known as real estate credit, is a type of financing that is used to purchase, develop, or...
Ekam Capital
Feb 23, 20234 min read
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