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A wider perspective.
A different point of view on investing, markets, and life.
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Robert Baharian
Oct 3, 20201 min read
This one chart...US unemployment rate & party
Fed Official Warns of 30% Unemployment - US News We have not seen such levels of unemployment in the last 70 year. Although the...
Robert Baharian
Oct 3, 20200 min read
Robert Baharian
Sep 27, 20200 min read
Robert Baharian
Sep 27, 20201 min read
This one chart...Bonds - the ultimate predictor
They say the bond markets, rather that the stock markets, are a better guide to the future. For decades, the bond market has done a far...
Robert Baharian
Sep 19, 20202 min read
This one chart...Amazon - the wild ride to the top
I took my two young boys (three and six) to a skate park down the road from our place - we'd never been. The park was full of thrill...
Robert Baharian
Sep 19, 20200 min read
Robert Baharian
Sep 14, 20202 min read
This one chart...COVID accelerates online retail sales
It was 1998. My friends and I would book the one computer that was connected to the internet at our local computer shop - 4:00 pm, after...
Robert Baharian
Sep 14, 20200 min read
Robert Baharian
Sep 8, 20201 min read
This one chart...David & Goliath
They trade at a multiple of almost 42 times their earnings, more than double the S&P's average of almost 19 times. Investors are falling...
Robert Baharian
Sep 7, 20200 min read
Robert Baharian
Aug 31, 20202 min read
This one chart...the great recovery
In investing, what is comfortable is rarely profitable - Rob Arnott At every market collapse investors never fail to draw comparisons to...
Robert Baharian
Aug 24, 20202 min read
This one chart...gold & debt
We have gold because we cannot trust governments - President Herbert Hoover, 1933 Soon after, the Emergency Banking Act was introduced,...
Robert Baharian
Aug 10, 20202 min read
This one chart...shiny gold
Why Gold US$3,000 is next - Bank of America As Gold rallies to US$2,000 an ounce, we lift the hood on this thing and take a look at the...
Robert Baharian
Aug 3, 20202 min read
The one chart...yields at all time lows
It feels like surprises no longer have the same impact they did - its like being told Santa Claus is not real, it doesn't have the same...
Robert Baharian
Jul 29, 20202 min read
This one chart...Tesla shooting for the stars
It's tough to make predictions, especially about the future. - Yogi Berra Who would have that all those Tesla bulls would be right. What...
Robert Baharian
Jul 27, 20202 min read
This one chart...US savings - precaution or pent up demand?
When grey clouds fill the skies ahead, consumers tighten up their purse string. And the current economic climate is no exception....
Robert Baharian
Jul 22, 20202 min read
This one chart...mirror, mirror, on the wall
“The investor who says, ‘This time is different,’ when in fact it’s virtually a repeat of an earlier situation, has uttered among the...
Robert Baharian
Jul 20, 20201 min read
This one chart...mortgage delinquencies
It was over 10 years ago when the GFC ran havoc through global markets. A man made crisis crushed financial markets, economies, and...
Robert Baharian
Jul 9, 20201 min read
This one chart...the strangest recession in history
When we think about recessions, we generally don't think about a rise in personal income. But thanks to the support of governments all...
Robert Baharian
Jul 7, 20202 min read
The one chart...Spanish Flu vs COVID-19
One paper that influenced market thinking in the early days of the COVID-19 pandemic looked at the effect of non-pharmaceutical...
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