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Show off your scars
Highlighting failures as a key component of your succession plan
Aug 19
4
July 2026
As far back as 1871, Low Risk Ruled
It's out of fashion, but the classics always come back in style
Jul 15
8
1
The smart way to stay invested
Why "the market" should not be "your portfolio"
Jul 8
6
Timing is everything
Definitely early. Probably not wrong.
Jul 1
7
2
June 2026
Boom and bust
Last week I explained why I’m steering clear of the AI infrastructure story.
Jun 24
4
The Bullish Bear
When the rational move is not to play the game
Jun 17
6
Unraveling
“If something cannot go on forever, it will stop.”
Jun 10
4
Reprint: The perils of chasing the next big thing
On the road this week, so no time to put something new together.
Jun 3
2
May 2026
Fire up the hype machine
Everyone is talking about SpaceX
May 27
5
2
Seeking clarity
Where to next? Try to mute the noise.
May 20
3
Time machine advice to my younger self
Ten things I'd tell the "me" that first began investing
May 13
8
1
Chasing hundred-baggers
Winning big, losing big
May 6
13
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