Why Revolutionary Technologies Often Produce Terrible Investments Aug 5, 2026 One of the most stubborn myths in investing is the belief that spotting a revolutionary technology early is enough to produce extraordinary returns, when history suggests something far less comforting, because some of the greatest innovations humanity has ever produced destroyed enormous amounts of shareholder … Read more
A Tactical Investor Capital Allocation Framework for the Stablecoin Era Aug 4, 2026 A stablecoin investment framework should begin with a simple discipline that investors often forget during financial manias: do not start with the loudest asset, the biggest prediction, or the most fashionable narrative, but with the places where capital must flow if the … Read more
Performance Record Following requests from subscribers, we have published our detailed trading results from 2023 through 2026 YTD. Historical results dating back to 2021 will be added as time permits. We have never had a losing year. Our philosophy is simple: pursue steady, disciplined gains while avoiding the temptation to chase FOMO-driven markets. The record … Read more
The Battle That May Define Digital Money Aug 3, 2026 For most of the past decade, the argument around digital assets has circled the same familiar questions, with people asking whether Bitcoin will replace fiat currencies, whether governments will ban cryptocurrencies, and which blockchain will ultimately come out on top, and although those questions generate … Read more
The Three Monetary Worlds of 2040 Aug 2, 2026 Forecasting the future has always been one of investing’s favourite games and, at the same time, one of its least dependable habits, because every generation eventually convinces itself that it can see the shape of the world ahead with unusual clarity, only to discover later that … Read more
The Next Yield War Aug 1, 2026 Every major financial revolution eventually turns into a fight over one deceptively simple question, and in this case that question is not really about technology, branding, or even the token itself, but about who gets to earn the yield. That may sound like the sort of detail only … Read more
The Battle That May Define Digital Money July 31, 2026 For most of the past decade, the argument around digital assets has circled the same familiar questions, with people asking whether Bitcoin will replace fiat currencies, whether governments will ban cryptocurrencies, and which blockchain will ultimately come out on top, and although those questions generate … Read more
Who Really Creates Money? How Stablecoins Could Rewrite Modern Banking July 31, 2026 Ask most people who actually creates money and you will almost always get the same confident answer, which is “the central bank,” and it happens to be one of the most widely accepted ideas in all of economics while also being one … Read more
China’s Regenerative Medicine Belt: The Future Isn’t Living Longer. It’s Repairing Better. July 30, 2026 For most of human history, medicine has operated as a reactive discipline. Disease appeared, physicians intervened, and treatment attempted to slow an inevitable decline. Whether confronting infections, cardiovascular disease, diabetes, or cancer, the objective was largely the same: manage deterioration … Read more
Artificial Intelligence Investing: Why the Real Revolution Isn’t AI—It’s Information July 30, 2026 Artificial intelligence is rapidly becoming the most misunderstood force in modern investing. Much of the public conversation revolves around chatbots, autonomous agents and increasingly powerful reasoning models, yet these technologies are merely the latest stage in a much older story. Every … Read more
