In April 2022, I introduced on this blog The Italian Leather Sofa Model Portfolio. As a reminder, here is the portfolio composition: The idea behind the portfolio is stolen from here. The link offers the best explanation of what I think Read more
On social media, I read many critiques of managed futures strategies…also from people I consider intelligent. These posts got me thinking about a fundamental tension in investing: some of the strategies that work best mathematically are often the hardest to Read more
Here’s what frustrates me about personal financial discourse: lads obsess over the flashy stuff while ignoring the issues that actually matter. Take this post, for example. It highlights a problem that should have everyone paying attention. Why? Every working person Read more
I found this ETF reading Roger Nusbaum blog. When I first saw the name and website, I instantly dismissed it as a marketing stunt. But Roger continued to mention it, so one day I bit the bullet and dug more. Read more
Four years ago, I wrote about something called the Family Office Strategy: basically, how to invest like you’re managing a university endowment or a billionaire’s money, even if you’re decidedly not a billionaire. The principles I outlined then still hold Read more
There’s a story unfolding (mainly) across Europe that few want to talk about, but everyone can see if they look closely enough. It’s the story of educated young Italians packing their bags and leaving: not for a semester abroad or Read more
We just got back from holidays, and I have a story that perfectly captures why so many of us make bad financial decisions while feeling completely rational about it. It’s about a rental car in Morocco, but really it’s about Read more
A quick note from our sponsor: me.My coaching service is growing, and the feedback has been consistently positive: thank you! <3 But here’s something interesting: almost everyone who joins finds me through other creators, not through word-of-mouth from past clients. Read more
A quick note from our sponsor: me.My coaching service is growing, and the feedback has been consistently positive: thank you! <3 But here’s something interesting: almost everyone who joins finds me through other creators, not through word-of-mouth from past clients. Read more
Something kind of weird happened the other day, which gave me the perfect excuse to finally talk about something I usually keep over on Twitter: the democratization of private equity. Let’s back up. Private Equity — PE — started as Read more