Robert Baharian
The Financial Market's Handbook
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...
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A wider perspective.
A different point of view on investing, markets, and life.
A wider perspective
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Robert Baharian
Mar 24, 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 13, 20233 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 5, 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
Feb 23, 20232 min read
The Monetary Lag
I'd like to think I'm a contrarian. I guess most investors do. Does that not make me contrarian? I have no idea. I'm human I guess. I'd...
Robert Baharian
Feb 12, 20233 min read
My Thoughts for 2023
This is my first official post for 2023. A little slower off the mark than I had expected, so here we are. And here's whats on my mind....
Robert Baharian
Dec 5, 20224 min read
Economic Gratitude
I'm writing this note as we edge closer towards the holiday season. And of course, as we are every year, we're shocked as to how quickly...
Robert Baharian
Nov 19, 20222 min read
Supply Chains Are Crashing
Last week I wrote a piece on inflation, US mid-terms and stocks. I outlined the fall of inflation since its peak of June 2022. We also...
Robert Baharian
Nov 13, 20223 min read
Inflation, US Mid-Terms, and Stocks
I didn't write a note last week. I almost felt like I couldn't keep up. There was so much going on. From inflation, to US mid-term...
Robert Baharian
Nov 1, 20224 min read
The Future of The Stock Market
When the market is volatile, investors yearn for stability, and when we have stablily, investors become complacent. The market will give...
Robert Baharian
Oct 23, 20222 min read
A Monster Tailwind for Markets
There are so many reasons to be gloomy in markets right now. I won't go through them. They're all wrapped up in September's -9.2% for the...
Robert Baharian
Oct 13, 20222 min read
The Financial Market's Handbook
Welcome back. I'd like to say it's nice to be back in Melbourne having returned from Bali, but I can't. Really. I mean, 6:30 am it's 26...
Robert Baharian
Sep 18, 20223 min read
Beating The Market Pros
This year is the year that active management will outperform. This is true, because every year is the year that active management will...
Robert Baharian
Sep 11, 20224 min read
The Craziest Chart I've Ever Seen
I've been thinking about the market a lot over the last couple of weeks. Not because I have nothing else to do, but because I am actively...
Robert Baharian
Sep 6, 20224 min read
The End of Rate Hikes?
Central banks around the world are hiking rates. This is not insightful. The RBA just hiked rates by 50 basis points to bring the...
Robert Baharian
Aug 28, 20222 min read
Bull or Bear Market Rally
Just when you think you've got this thing worked out, the market will pull an ace from under it's sleeve. It's a tough gig, financial...
Robert Baharian
Aug 22, 20222 min read
Stock Market Expectations
Last week I wrote about whether the stock market had bottomed out. Since then, I feel like every single piece of news or analysis I read...
Robert Baharian
Aug 15, 20223 min read
Did The Stock Market Just Bottom?
They say, don't try to catch a falling knife. Unfortunately there is no rule of thumb of measurement for the duration or magnitude of a...
Robert Baharian
Aug 7, 20224 min read
My House Went to Auction Over the Weekend - Here's What Happened
My wife and I decided to put our home up for sale some months ago. If you've ever sold your family home, you know how time consuming it...
Robert Baharian
Aug 3, 20223 min read
Here's The Impact of Rising Rates on Borrowers
I think we're over the coldest time of the year, thank goodness. I love summer. The warm mornings, glorious days, and warm evenings,...
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