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A wider perspective.
A different point of view on investing, markets, and life.
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Robert Baharian
Mar 14, 20223 min read
Australia's Housing Equity
Buy land, they're not making anymore of it - Mark Twain When I was a kid, I loved played Monopoly. I don't really get a chance anymore,...
Robert Baharian
Mar 6, 20222 min read
Consumer and Investor Contradictions
In his book, Skin in the Game: Hidden Asymmetries in Daily Life, Nassim Taleb says: Don't tell me what you think, tell me what you have...
Robert Baharian
Feb 27, 20223 min read
What Geopolitics Really Means for Markets
Geopolitical risk is a livewire. It's talked about every year by market gurus. The impact on global economies and financial markets is...
Robert Baharian
Feb 20, 20222 min read
The State of Australia's Property Market
Speculation of rate rises here in Australia don't seem to be deterring eager Australian property buyers. Melbourne's clearance rate is...
Robert Baharian
Dec 5, 20212 min read
Avoiding The Losers
The Australian superannuation industry is a AU$3.3 trillion market, and is one of the world's most respected schemes. AMP is in the game...
Robert Baharian
Nov 28, 20213 min read
Victoria's Top Suburbs for the Last 20 Years
Last week I attended my first in person wealth management symposium since COVID. It was so good to see people in IRL - to chat, query,...
Robert Baharian
Nov 21, 20213 min read
The Metaverse is Here
Earlier this year I bough Bitcoin for the first time. I wrote about it here in June. Since I bought Bitcoin, the price has fallen 50%,...
Robert Baharian
Nov 14, 20213 min read
The Bond Market Disagrees With You
If you think this inflation thing isn't happening in the land down under? Well, let me assure you it is. Forget monetary inflation, we...
Robert Baharian
Nov 7, 20211 min read
America's Supply-Chain Backlog
From one grinding halt to another. Supermarkets' empty shelves, labour shortages, cars on back order, rail yards clogged, and ships are...
Robert Baharian
Oct 31, 20212 min read
Santa's Early Arrival
As Melbourne begins to re-open, having endured the world's longest lockdowns, the stock market has also just gotten through what is...
Robert Baharian
Oct 24, 20212 min read
The Global Real Estate Bubble
The price of land was soaring. The cost of cotton and slaves rose sharply. Speculative lending standards and a land bubble of the edge of...
Robert Baharian
Oct 17, 20212 min read
Diversification is Dead
In the world of finance, the only free lunch is diversification - so they say. Well, so says famous economist and Nobel Prize winner,...
Robert Baharian
Sep 26, 20213 min read
An Evergrande Collapse
The project looks like the set of a horror film. Half-finished apartments blocks stand empty and abandoned. Following the credit crisis...
Robert Baharian
Sep 19, 20213 min read
3 Market Valuation Measures
I randomly dish out investment lessons to my 7 year old. Yesterday I was explaining the concept of revenue and costs. I started off with...
Robert Baharian
Sep 12, 20212 min read
Is Cash Trash?
What did the number 0 say to the number 8? Nice belt. Ha! Lock down life and kids jokes. But it did get me thinking. With cash rates at...
Robert Baharian
Sep 5, 20212 min read
My Thoughts on The Australian Stockmarket
I remember bringing in my parents' mail, opening the holding statements. My parents bought into the Telstra float. I have absolutely no...
Robert Baharian
Aug 29, 20212 min read
The Stock Market Just Doubled
Just as you thought the stock market couldn't possibly throw any more surprises at you, the S&P 500 (US stock market) literally just...
Robert Baharian
Aug 22, 20213 min read
Australian Property - The State of Play
Like stock prices, property prices are such fodder - everyone has an opinion on them. Unlike open heart surgery or anesthesiology, it's...
Robert Baharian
Aug 15, 20214 min read
Cutting Through The Bullshit
I was fortunate enough to grow up and catch a little glimpse into the world of whispering stock tips, ego, greed and speculation - the...
Robert Baharian
Aug 8, 20212 min read
The Collapse of The Tech Giants
Last week I wrote about why the stock market is hitting all time highs (ATH), beyond factors such as low interest rates and central bank...
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