23 Jan 2026
8 minutes read
Europe's Getting Defensive
Trump’s Greenland demands just triggered Europe’s biggest defense awakening in decades. Here’s how to position for the multi-billion euro spending surge that’s coming.
15 Jan 2026
7 minutes read
A 500 Year Old Answer to 'I Don't Know'
When you can’t predict the future, build a portfolio that doesn’t need you to.
05 Jan 2026
7 minutes read
The World's Most Expensive Parking Lot
Why Venezuela’s massive oil reserves are actually a $100 billion capital trap wrapped in geopolitical chaos—and …
30 Oct 2025
9 minutes read
The Question Finally Gets Asked
Two months ago, I wrote about how AI infrastructure spending was following the exact playbook of the fiber optic …
10 Oct 2025
8 minutes read
Stocks Always Win (Don't They?)
Ask someone to prove that stocks beat gold, and they’ll inevitably pull up a long-term chart showing the S&P …
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Soaring Bitcoin, Hidden Leverage
As Bitcoin carves new all-time highs, the market is celebrating corporate …
Uneducated Investor's Contrarian ETF Portfolio
I’ve always been drawn to contrarian ideas – those …
Tin: Time to Shine
In the ever-evolving landscape of commodities, tin …
Copper's Electrifying Ascent
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 …