10 May 2026
9 minutes read
Different Strokes
Amazon and Meta are both pouring tens of billions into AI — one stumbled into the best strategic position in the space, the other is repeating the same expensive mistake for the third time.
20 Apr 2026
10 minutes read
Armed and Ready
Japan just lifted 80 years of arms export restrictions — and almost nobody in the investment community noticed.
12 Apr 2026
17 minutes read
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
12 minutes read
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.
05 Feb 2026
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The Mutant Advantage
Professor Xavier had Cerebro to amplify his powers and detect what others couldn’t see. What if you had a Cerebro …
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In the ever-evolving landscape of commodities, tin …
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The recent surge in copper prices to a 14-month …
Lessons Learned the Hard Way
Like many who invest, I have made my fair share of …