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...
top of page
The Wide Lens
Sharing perspectives.
Search
Robert Baharian
- Sep 2
- 2 min
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 26
- 3 min
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 19
- 2 min
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 5
- 1 min
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 29
- 1 min
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 22
- 2 min
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 17
- 2 min
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 11
- 3 min
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 3
- 5 min
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 27
- 1 min
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...
Robert Baharian
- May 20
- 3 min
Don't do Something, Just Stand There
My wife and I stood at the foot of the mountain, faced with several paths to choose from. It wasn’t the pathway that mattered, but the...
Robert Baharian
- May 13
- 2 min
Sell in May and Go Away?
There is an old stock market adage that states that every year one should “sell in May and go away”, not reinvesting in equities until...
Robert Baharian
- May 6
- 3 min
The Financial Market's Handbook
I've been writing lately about the volatility in financial markets. In this week's release of our Financial Markets Handbook, the...
Robert Baharian
- Apr 29
- 2 min
Extreme Optimism to Extreme Pessimism
Just like Melbourne weather, the stock and financial markets can and do change really quickly. Last week I talked about investor...
Robert Baharian
- Apr 22
- 3 min
Higher Rates. Just Like Everyone Predicted.
Most of us are terrible market forecasters. Even more of us won't admit it. Ego is a massive thing in life - let alone in the financial...
Robert Baharian
- Apr 15
- 3 min
The Commercial Real Estate Crash
We've been hearing about it for a while now. By 2024, the commercial real estate market was supposed to crash and bring down the entire...
Robert Baharian
- Apr 2
- 4 min
The Best 100 Days for a Long Time
I’m on a plane right now as I write this note. It’s Easter Sunday as we fly across the country to Western Australia. It’s the first week...
Robert Baharian
- Mar 18
- 2 min
A Great Year Ahead?
Happy 50th - trading days that is. Last week we clicked over 50 trading days for the year. And the stock market is up +8.3% year to date....
Robert Baharian
- Mar 12
- 2 min
15 Years in The Making
My son scored his first goal at his futsal training game over the weekend. And boy was he happy! He's been playing soccer for about 9...
bottom of page