Robert Baharian
Bullish Trumphoria
Inflation is cooling, yet the cost of living remains high. Annual inflation is down to about 2% yet cost of living is up about 22% since...
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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
Nov 232 min read
My Thoughts On The Market Right Now
I'm a glass half full kinda guy - I'd say I'm an optimist - I see learnings, not failure. And I try and instil this into my children. To...
Robert Baharian
Nov 172 min read
The Roaring 20's
Donald Trump is the 47th US president. The US stock market (S&P 500) crossed 6,000 for the first time earlier this week. And Bitcoin...
Robert Baharian
Nov 111 min read
Smoothing Out Returns
A lot can happen in one year, and a lot can be forgotten after one year. The US stock market is up 26.41% YTD, and 35.91% over the last...
Robert Baharian
Nov 51 min read
Election Is Here. What's Next?
I was on Ausbiz on Monday talking about the US election and what investors can expect. And it's finally here. I hear a lot of people...
Robert Baharian
Oct 282 min read
Does The President Control The Stock Market? 2024 Edition
I was in Noosa last week for an investment conference. Each morning, I would run along the beach for about 6 km, take a dip in the water,...
Robert Baharian
Oct 202 min read
Record All Time Highs
We're almost one third of the way through Q4 of 2024. And what is historically a relatively volatile month, the market has so far been...
Robert Baharian
Oct 132 min read
Baby Bull Turns 2
The stock market bottomed out on 12 October 2022, and the weekend gone marked the two-year anniversary of this bull market - yes, it's a...
Robert Baharian
Oct 51 min read
Here's Why Stocks Are Going Up
My kids discovered Google Finance whilst we were waiting to board a flight home from Ho Chi Minh last week. They were fascinated by the...
Robert Baharian
Sep 82 min read
The Great Normalisation
Throughout the week we've seen a number of data points released out of the US, pointing to a slowdown in the jobs market, and the...
Robert Baharian
Sep 12 min read
From Panic to Euphoria
Financial crisis, bear markets, and panics, they all feel the same. Our primitive human mind is hard wired to safeguard and to protect...
Robert Baharian
Aug 243 min read
The Fed Pivot. It's The Vibe.
The time has come for policy to adjust. The direction of travel is clear, and the timing and pace of rate cuts will depend on incoming...
Robert Baharian
Aug 182 min read
What Decline? What Recession?
A few weeks ago I wrote about the market decline and why I thought we had a little more to go. Turns out I was right - not to brag....
Robert Baharian
Aug 31 min read
The End of The World
Perspective is so important, yet it's not easy. We get so caught up in our own world that it's hard to see the forest for the trees. Last...
Robert Baharian
Jul 281 min read
Common Uncommons
The Paris 2024 Summer Olympics kicked off over the weekend, and markets we're in a celebratory mood. The S&P 500 clawed back some of its...
Robert Baharian
Jul 192 min read
What Bali Taught me About Investing
I spent the school holidays in Bali with my family. We travelled through Sanur, Uluwatu, Ubud, and Canggu. We'd never been to Uluwatu...
Robert Baharian
Jun 162 min read
The Agony and the Ecstasy
I started investing just after the dot com bust, right through the commodity boom. I was buying individual stocks and names, mining...
Robert Baharian
Jun 103 min read
The Current State of The Market in 5 Charts
I've been thinking a lot about markets lately, the cross currents, the outlook, the implications, the opportunities. I feel as though the...
Robert Baharian
Jun 25 min read
The Days Are Long, The Years Are Short
I remember coming home after work to a house of chaos. Lego all over the floor, washing still sitting in the basket, dishes piled up in...
Robert Baharian
May 261 min read
Here's Where Interest Rates Are Headed
Over the last 50 years, the average months between peak interest rates in Australia and rate cuts is about 10 months. The shortest...
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