Robert Baharian
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...
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Robert Baharian
Oct 10, 20232 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 1, 20233 min read
Rate Hikes to Rate Cuts in 8 Months
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
Sep 16, 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 10, 20233 min read
What Fixed Rate Cliff?
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
Aug 27, 20232 min read
Where is The Recession?
Hi guys. I'm sorry I missed last week's note. Its been a big week. I've been seeing a number of clients, and its super interesting to...
Robert Baharian
Aug 13, 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 6, 20233 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
Jul 30, 20233 min read
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 23, 20232 min read
The Financial Market's Handbook
What a difference three months makes? Click here to read my comments from the last quarter. From cracks and fragile markets to new stock...
Robert Baharian
Jul 2, 20232 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
Jun 25, 20233 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 18, 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 12, 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 4, 20232 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
May 28, 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 21, 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 14, 20231 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 7, 20232 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
Apr 30, 20233 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...
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