February, 8, 2026 Bitcoin Sell-off: What it means for your Portfolio … Written by a human (me), not Ai. At the time of writing, Bitcoin has declined around 40% from its October peak. A reminder that: Crypto should never be a core holding in a portfolio. 4...
January 20, 2026 See How Our Big Calls Have Performed … Written by a human (me), not Ai. This week our new Investment Accelerator got underway with a full house of keen investors. Here’s the first thing I revealed in Class 1 and it surprised a few of...
His 7 Most Important and Actionable Lessons … Plus: My discussion on Property as an investment … Written by a human (me), not Ai. When starting off my career as an investment manager, I would read Warren Buffett’s annual shareholder letters like a...
7 Safety Net Ideas – Without Missing Upside … Written by a human (me), not Ai. Stocks and other financial assets have continued to deliver great returns, as expected. This isn’t because of QE, liquidity or other narratives. It reflects the reality...
It could change how you invest … Written by a human (me), not Ai. This week the market hit an important milestone (see chart below) and it captured lots of attention. It reminded me of my time at JPMorgan during the depths of the financial crisis. I remember...
