Articles / Investor Mindset
Ideas for retail investors learning to think for themselves.
Not stock research. Not recommendations. Essays about process, risk, conviction, and learning how to understand what you own.
Thesis change / Bitcoin
Bitcoin Has Lost Some of Its Shine — For Now
The long-term Bitcoin thesis is not dead. But the near-term risk/reward has weakened, and the portfolio should reflect that.
Open essayLower the risk. Keep the optionality.
Essay / Beginner investing
Your Fantasy Football Skills Can Help You Pick Stocks
If you know how to draft stars, spot sleepers, question rankings, and manage risk, you already understand more about investing than you think.
Open essayDraft carefully. Build a portfolio you understand.