13 May 2026
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Made in Japan
Every AI chip in every data center depends on a handful of Japanese factories most investors have never heard of. Priced like industrials. Operating like monopolies.
10 May 2026
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Different Strokes
Amazon and Meta are pouring tens of billions into AI infrastructure. One has a plan. The other is chasing a dream. …
20 Apr 2026
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Armed and Ready
Japan just lifted 80 years of arms export restrictions — and almost nobody in the investment community noticed.
12 Apr 2026
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Uneducated Investor Q1 2026 Portfolio Update
How I’ve performed YTD and over the last year, every position I hold, the philosophy behind the portfolio, and …
22 Mar 2026
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Two Bulls in a China Shop
When two agents of chaos go to war, the market doesn’t discriminate. That’s a problem — and an opportunity.
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