Insights

Practical perspective, simply expressed.

Ideas and observations for entrepreneurs, families and the decisions that shape long-term wealth.

Investing

"Markets crashed!" What does that make you feel?

1 min read - November 2026

Investing

"Markets crashed!" What does that make you feel?

1 min read - November 2026

Investing

Anthropic IPO: for all mankind

2 min read - October 2026

Investing

Anthropic IPO: for all mankind

2 min read - October 2026

Investing

Time: the ultimate insurance

3 min read - October 2026

Investing

Time: the ultimate insurance

3 min read - October 2026

Investing

Bond bloodbath

2 min read - October 2026

Investing

Bond bloodbath

2 min read - October 2026

Investing

Tail risks: will the US launch a nuclear strike on Iran - and what should you do about it?

2 min read - October 2026

Investing

Tail risks: will the US launch a nuclear strike on Iran - and what should you do about it?

2 min read - October 2026

Investing

Dr Strangelove 2 or: How I Learned to Stop Worrying and Love AI

2 min read - October 2026

Investing

Dr Strangelove 2 or: How I Learned to Stop Worrying and Love AI

2 min read - October 2026

Investing

How not to assess your investment manager

3 min read - September 2026

Investing

How not to assess your investment manager

3 min read - September 2026

Investing

Hedges can be really annoying for advisers

2 min read - September 2026

Investing

Hedges can be really annoying for advisers

2 min read - September 2026

Investing

Heavy Asset, High Obsolescence: is AI a trap for investors?

3 min read - August 2026

Investing

Heavy Asset, High Obsolescence: is AI a trap for investors?

3 min read - August 2026

Investing

Has AI peaked - and is it a long way down from here?

3 min read · July 2026

Investing

Has AI peaked - and is it a long way down from here?

3 min read · July 2026

Investing

SpaceX IPO: A Public Health Announcement

3 min read · June 2026

Investing

SpaceX IPO: A Public Health Announcement

3 min read · June 2026

Investing

Being a fox, not a hedgehog

3 min read · June 2026

Investing

Being a fox, not a hedgehog

3 min read · June 2026

Practical perspective, simply expressed.

"Markets crashed!" What does that make you feel?

"Markets crashed!" What does that make you feel?

Anthropic IPO: for all mankind

Anthropic IPO: for all mankind

Time: the ultimate insurance

Time: the ultimate insurance

Bond bloodbath

Bond bloodbath

Tail risks: will the US launch a nuclear strike on Iran - and what should you do about it?

Tail risks: will the US launch a nuclear strike on Iran - and what should you do about it?

Dr Strangelove 2 or: How I Learned to Stop Worrying and Love AI

Dr Strangelove 2 or: How I Learned to Stop Worrying and Love AI

How *not* to assess your investment manager

How *not* to assess your investment manager

Hedges can be really annoying for advisers

Hedges can be really annoying for advisers

Heavy Asset, High Obsolescence: is AI a trap for investors?

Heavy Asset, High Obsolescence: is AI a trap for investors?

Has AI peaked - and is it a long way down from here?

Has AI peaked - and is it a long way down from here?

SpaceX IPO: A Public Health Announcement

SpaceX IPO: A Public Health Announcement

Being a fox, not a hedgehog

Being a fox, not a hedgehog

How not to assess your investment manager

How not to assess your investment manager