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At TAMIM, we’re dedicated to empowering investors with knowledge to effectively manage their retirement futures. Our Market and Stock Insights cover various segments to keep you updated on the latest trends, strategies, and news affecting your investments. Explore our wealth of insights across different categories to stay ahead in the evolving landscape of investments.
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Financial markets rarely move in straight lines, but the past six years have been turbulent enough to make even seasoned investors question their intuition. We have lived through political upheaval, a global health crisis, dramatic swings in inflation, the sharpest... A year end conversation with Ron Shamgar and Robert Swift, moderated by Darren Katz As 2025 draws to a close, I decided to approach our final newsletter with a different idea. Instead of another macro roundup or performance commentary, I invited our two investment... Every December, as markets thin out and inboxes quieten, I perform a ritual that has become one of the most important parts of my investing year. I build my Christmas reading list. Not a list of holiday-fluff beach reads, and certainly not regurgitated investing... Written by Robert Swift Investors adore narratives that offer emotional comfort. “AI will save us”, “recession is cancelled”, “central banks have everything under control”, and other fairytales that make market commentators feel clever. The inconvenient truth is that... There are moments in markets when noise becomes deafening and investors search for a signal that cuts through it. Warren Buffett’s final shareholder letter does exactly that. It is part memoir, part reflection, and part masterclass in how to think about investing over... Edu Holdings, Credit Clear, and Austco Healthcare are three disciplined operators gaining momentum across education, collections technology, and healthcare systems. With improving earnings quality, attractive valuations, and multi-year structural tailwinds, these companies represent some of the most compelling quiet achievers on the ASX. If you strip investing down to its bare, unfriendly bones, you end up with a simple reality: over long periods, your returns converge toward the quality of the people running your money and the businesses you own. Balance sheets matter, valuations matter, industry... The Physical Foundations of a Digital Future Every new industrial revolution begins with a dream, but it survives only through its infrastructure. Beneath the glossy surface of AI models, electric vehicles, and connected cities lies a far less visible network of... Every first Tuesday in November, Australia stops. Offices pause, phones go silent, and productivity mysteriously dips around 3pm. The Melbourne Cup isn’t just a horse race, it’s a cultural ritual, a national pause button, and occasionally, a mirror reflecting how...
Are We in a Bubble, or Are We Just Forgetting How Markets Work?
Twelve Lessons From a Turbulent Year
Why Deep Reading Still Matters — and the Books I’m Taking Away This Year
Global Cycles Turning: Why Three Unfashionable Giants Are Quietly Repricing the World
Lessons From Omaha: Why Character Outperforms Strategy in Long Term Investing
Three Quiet Achievers: Why EDU, CCR and AHC Deserve a Place on Every Small Cap Watchlist
Finding the Leaders Who Compound For You
Wired for Water: The Hidden Champions Powering the Next Industrial Revolution
Racing Lines and Investment Lessons: What the Melbourne Cup Teaches Us About Long-Term Winners
Financial markets rarely move in straight lines, but the past six years have been turbulent enough to make even seasoned investors question their intuition. We have lived through political upheaval, a global health crisis, dramatic swings in inflation, the sharpest... A year end conversation with Ron Shamgar and Robert Swift, moderated by Darren Katz As 2025 draws to a close, I decided to approach our final newsletter with a different idea. Instead of another macro roundup or performance commentary, I invited our two investment... Every December, as markets thin out and inboxes quieten, I perform a ritual that has become one of the most important parts of my investing year. I build my Christmas reading list. Not a list of holiday-fluff beach reads, and certainly not regurgitated investing... Written by Robert Swift Investors adore narratives that offer emotional comfort. “AI will save us”, “recession is cancelled”, “central banks have everything under control”, and other fairytales that make market commentators feel clever. The inconvenient truth is that... There are moments in markets when noise becomes deafening and investors search for a signal that cuts through it. Warren Buffett’s final shareholder letter does exactly that. It is part memoir, part reflection, and part masterclass in how to think about investing over... Edu Holdings, Credit Clear, and Austco Healthcare are three disciplined operators gaining momentum across education, collections technology, and healthcare systems. With improving earnings quality, attractive valuations, and multi-year structural tailwinds, these companies represent some of the most compelling quiet achievers on the ASX. If you strip investing down to its bare, unfriendly bones, you end up with a simple reality: over long periods, your returns converge toward the quality of the people running your money and the businesses you own. Balance sheets matter, valuations matter, industry... The Physical Foundations of a Digital Future Every new industrial revolution begins with a dream, but it survives only through its infrastructure. Beneath the glossy surface of AI models, electric vehicles, and connected cities lies a far less visible network of... Every first Tuesday in November, Australia stops. Offices pause, phones go silent, and productivity mysteriously dips around 3pm. The Melbourne Cup isn’t just a horse race, it’s a cultural ritual, a national pause button, and occasionally, a mirror reflecting how...
Are We in a Bubble, or Are We Just Forgetting How Markets Work?
Twelve Lessons From a Turbulent Year
Why Deep Reading Still Matters — and the Books I’m Taking Away This Year
Global Cycles Turning: Why Three Unfashionable Giants Are Quietly Repricing the World
Lessons From Omaha: Why Character Outperforms Strategy in Long Term Investing
Three Quiet Achievers: Why EDU, CCR and AHC Deserve a Place on Every Small Cap Watchlist
Finding the Leaders Who Compound For You
Wired for Water: The Hidden Champions Powering the Next Industrial Revolution
Racing Lines and Investment Lessons: What the Melbourne Cup Teaches Us About Long-Term Winners
Most investors like to think they’re making decisions based on hard numbers. They pore over charts, debate valuations, and argue about whether the economy is heading for a soft or hard landing. But the truth is, the most important determinant of long-term investment... After nearly two years of debate, the government has unveiled a revised version of the superannuation tax reform, softening some of its most controversial elements. The good news for trustees: unrealised gains will no longer be taxed. The bad news: the measure still... When markets think of Donald Trump, they often think of volatility. Tweets that move oil prices, tariff threats that unsettle Asia, and the ever-present promise to “bring manufacturing home.” Yet beneath the noise lies something far more structural, a reshaping of... As investors, we are often told to focus on the long term. But what happens when the long term collides with the present? That is exactly what we are seeing in the world of digital infrastructure, specifically data centres, the modern-day engine rooms of the internet.... The Federal Reserve is preparing to cut interest rates for the first time since December 2024, signaling a major shift in monetary policy. With inflation still above target and labour market indicators flashing recessionary warnings, investors are facing a paradox:... At Tamim, we believe that enduring outperformance stems not just from sharp spreadsheets or sector calls, but from the consistent cultivation of curiosity. That’s why we read, widely, deeply, and with purpose. Reading builds mental models. It stretches time horizons.... For the past three years, the word “inflation” has sat at the top of every investor’s worry list. From record rate hikes to collapsing bond prices, supply shocks to mortgage stress, the market environment from 2021 to mid-2025 has been shaped by one defining macro... Every investor wants to win. But few are willing to win slowly. In a market addicted to speed, speed of information, speed of execution, speed of returns, the very idea of letting time do the heavy lifting feels quaint, even risky. Yet this is precisely where true... Imagine you’re offered two investments: one is a company with strong financials and a clear market advantage, but a mediocre leadership team; the other is a company with average metrics but led by visionary operators who’ve repeatedly shown they can turn lemons into...
Risk Is a Choice: Why Your Willingness to Take Risk Matters More Than You Think
Super Tax 2.0: What the New Changes Mean for SMSF Trustees
Riding the Trump Trade: How Australia Could Emerge a Winner from the Next Wave of Global Protectionism
Powering the Digital Age: Why Data Centre Infrastructure Is the Investment Opportunity of the Decade
Easy Money, Rising Risks: Navigating the Fed’s Pivot and Market Euphoria
Books Build Better Investors: the Best Business Reads of 2025
When the Tide Turns: Rethinking Risk and Opportunity After Inflation
Winning Slowly: The Real Edge in Long-Term Value Investing
The Skill Stack Era: What Sam Altman and Ramtin Naimi Teach Us About Investing in Talent
From Boom to Bust: U.S. Bank Failures and Who’s to Blame 10/5/2023 Who is Signature Bank? Silicon Valley Bank? First Republic Bank? Likely these are banks you’d never previously heard of prior to the past few months, and they’re now making headline news... Unlike... The World Doesn’t Often End 23/3/2023 The world we live in today moves at lightning speed. Information is available to us at our fingertips, and news travels faster than ever before. In the realm of finance and investing, this can lead to investors panicking and... A Bear Market Rally, or Blue Skies Ahead? 23/2/2023 The S&P 500 lost almost 20% in 2022 — the worst year since 2008 amid multi-decade high inflation, rising interest rates, and fading economic growth. However, US markets have bounced back in recent months with... Year in Review: 2022 22/12/2022 With our final newsletter of the year, we wanted to recap the major events that moved markets and highlight some investor takeaways. Upon reflection, 2022 was a year of inflection. Australia emerged from two years of intermittent... Is the Fair Work Legislation fair? 30/11/2022 Maybe, but one thing is for sure, it is likely to be expensive as well. This week we look at the 'Fair Work Legislation Amendment (Secure Jobs, Better Pay) Bill 2022, a Bill that once passed, will represent one of the most... China's COVID policy: What does this mean for markets? 24/11/2022 This week we look at China and try to grapple with the zero Covid policy and what that means for markets. A story that remains especially important as China is central to our economic fortunes and the... This week we look at a new government in Canberra and what, if any, are the implications for markets? Before proceeding into what is intrinsically a divisive topic, we’ll start with the conclusion, the answer is the implications are negligible. Some context As market... Webinar Excerpt: Industrial Oil Gas and Re-industrialisation with Robert Swift 24/1/2024 Reindustrialisation, energy and technology security is at the forefront of US policy with a big push to promote domestic production through subsidies. Which companies stand to...
From Boom to Bust: U.S. Bank Failures and Who’s to Blame
The World Doesn’t Often End
A Bear Market Rally, or Blue Skies Ahead?
Year in Review: 2022
Is the Fair Work Legislation fair?
China’s COVID policy: What does this mean for markets?
Election 2022: Much Ado About Nothing For The Investor?
Global Equities Webinar- December 2023
Investing in ASX Sectors
About TAMIM Asset Management
TAMIM Asset Management is a boutique investment firm that provides a variety of investment solutions tailored to our clients’ needs, with a commitment to safeguarding their wealth. At TAMIM we delivering expert solutions across equities, property & credit
Stay Informed with TAMIM Stock Insights
TAMIM Asset Management provides market and stock insights for general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal situation, and may not be suitable for you.