Wednesday, September 3, 2025

The Evolution of Investing: 7 Principles for Smarter Wealth-Building

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Investing isn’t about following trends or picking sides in the dividend versus growth debate. It’s about crafting a philosophy that evolves ...
Saturday, July 26, 2025

Investment psychology 101: Do something or do nothing?

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TLDR: If you were selling at the bottom in April (a mistake), you have no reason to be buying now at all-time highs.  Howard Marks truism: T...
Wednesday, June 11, 2025

Tariff-iying complacency?

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Summary: Markets appear complacent considering the looming tariff expiry at the end of 90 days. Though there are reasons to be both optimist...
Friday, January 3, 2025

A fly in search of a windscreen - Alpha, causes of bear markets and playing defense

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How do you capture alpha?  Simply 2 ways, perform higher than the benchmark in the bull market or fall less than the benchmark in a bear mar...
Thursday, December 26, 2024

Musings on investing - Omission or Commission

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Things can be simplified into frameworks. Investing is no different. Sins of Omission While the S&P returned in excess of 20% this year ...
Saturday, December 21, 2024

2024 year end reflection

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A phenomenal year in reflection. Everything rallied mostly. Below is a list of some stuff I owned. Superbly happy with how the growth portfo...
Thursday, January 11, 2024

What stays the same

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After reading 3/4 through of Morgan housel’s new book. It tells of many things that have not changed since the start of time. In a similar v...