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Nov 27 • 
Market Sentiment
50 Year Mortgages
30 > 50?
Nov 23 • 
Market Sentiment
The Great AI Trade: Energy
Betting on the energy supercycle
Nov 20 • 
Market Sentiment
Simple Portfolio #5: Coffee Can Portfolio
Let your winners run
Nov 10 • 
Market Sentiment
Simple Portfolio #4: The Cockroach Portfolio
The race is not given to the swift or to the strong but to the one who endures to the end
Nov 8 • 
Market Sentiment
Simple Portfolio #3: 60/40
The most popular portfolio on the planet
Nov 6 • 
Market Sentiment
Simple Portfolio #2: All Weather Portfolio
The definitive guide to building an All Weather portfolio
Nov 4 • 
Market Sentiment
Simple Portfolio #1: 3 Fund Portfolio
Complexity sells, but simplicity wins.
Nov 2 • 
Market Sentiment

October 2025

The Great AI Round Tipping
6 strategies to hedge against the AI bubble
Oct 26 • 
Market Sentiment
60/20/20 Portfolio
Were Gold bugs right all along?
Oct 19 • 
Market Sentiment
Private Credit Goes Retail
Too big to ignore
Oct 12 • 
Market Sentiment
QGV Framework for Investing
A smarter way to invest
Oct 1 • 
Rebound Capital
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