Musings

Interesting insights - May (and some June) edition 2025

Rough and rowdy this time around

Jun 15 •

Confidence and simplicity is a harmful cocktail.

May 11 •

Interesting Insights - April 2025 edition

We're on this Donald Trump shit

May 6 •

Investing is a game

On the importance of knowing what game you are playing.

Apr 25 •

2025 First Quarter Letter

It's been a wild year, rigging myself for the future and new investment pitches.

Apr 16 •

The Club of the Eminent Dead

A book circle aimed at learning from the wisdom of those who came before us.

Mar 23 •

Interesting insights - January 2025

Starting the year with several bangs and one let down.

Feb 5 •

Top picks for 2025

Embracing my inner astronomer, trying to predict future movements.

Jan 13 •

Lessons learned in 2024

What have I learned from last year, what are my goals for 2025 and how were my results in 2024?

Jan 5 •

How I think about investment strategy and other pompeous nonsense

Simplicity and common-sense for the long run.

Oct 6, 2024 •

Interesting insights - September 2024

Fall is upon us, and the markets are trucking on.

Oct 1, 2024 •

Interesting Insights - August 2024

Just another regular month in the markets.

Sep 1, 2024 •

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