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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
5
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
April 2026
The Royal Society for High Net Worth Portfolio Management
Almost as silly as Putting Things On Top Of Other Things
Apr 29
7
Selling the Dream
Why the "best" financial advisors are really just the best salespeople
Apr 22
7
1
The gifts we've been given
Well done, good and faithful servant; thou hast been faithful over a few things, I will make thee ruler over many things: enter thou into the joy of thy…
Apr 15
5
Impostors, more private markets, and why AI writing sucks
A little reading from the past week (click the title for the link to the original story).
Apr 6
2
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