Oct 16, 2026
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1 min read
HOID is live. Here's why I signed up.
9 min read
Gold is more than 20% below its January peak. The question isn't just where gold goes next. It's who gets paid without running the mine.
Oct 15, 2026
2 min read
A theme fund that isn't married to one theme.
11 min read
Own what compounds. Own what AI needs. But don’t confuse a durable business with a portfolio that can survive a crisis.
Oct 14, 2026
Every shortage pays someone. Then it pays someone to end it. Here's the score I'm building to spot the turn.
Oct 13, 2026
7 min read
Spreading money across countries and style boxes isn't diversification. It's diworsification. Own the world's best businesses, and make sure they don't run on the same engine.
