Robert Baharian
Extreme Optimism to Extreme Pessimism
Just like Melbourne weather, the stock and financial markets can and do change really quickly. Last week I talked about investor...
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A wider perspective.
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Robert Baharian
Apr 213 min read
Higher Rates. Just Like Everyone Predicted.
Most of us are terrible market forecasters. Even more of us won't admit it. Ego is a massive thing in life - let alone in the financial...
Robert Baharian
Apr 143 min read
The Commercial Real Estate Crash
We've been hearing about it for a while now. By 2024, the commercial real estate market was supposed to crash and bring down the entire...
Robert Baharian
Apr 24 min read
The Best 100 Days for a Long Time
I’m on a plane right now as I write this note. It’s Easter Sunday as we fly across the country to Western Australia. It’s the first week...
Robert Baharian
Mar 172 min read
A Great Year Ahead?
Happy 50th - trading days that is. Last week we clicked over 50 trading days for the year. And the stock market is up +8.3% year to date....
Robert Baharian
Mar 112 min read
15 Years in The Making
My son scored his first goal at his futsal training game over the weekend. And boy was he happy! He's been playing soccer for about 9...
Robert Baharian
Mar 34 min read
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...
Robert Baharian
Feb 242 min read
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...
Robert Baharian
Feb 183 min read
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 112 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
Jan 282 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
Dec 17, 20234 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 11, 20233 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 5, 20232 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 was...
Robert Baharian
Nov 27, 20233 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 21, 20232 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 12, 20233 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 7, 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
Oct 30, 20232 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 22, 20233 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...
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