Robert Baharian
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...
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Robert Baharian
- Mar 5, 2023
- 3 min
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, 2023
- 2 min
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, 2023
- 3 min
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, 2022
- 4 min
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, 2022
- 2 min
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, 2022
- 3 min
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, 2022
- 4 min
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, 2022
- 2 min
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, 2022
- 2 min
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, 2022
- 3 min
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, 2022
- 4 min
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...
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