Let’s address an uncomfortable truth shaping today’s economy: the widening gap between people who own assets and those who don’t. This isn’t just about luck or timing. It’s about a system in which fiat currencies—like the dollar or the real—lose purchasing power over time, while productive assets compound. Add the acceleration from artificial intelligence (AI)… Continue reading The Wealth Gap in an AI World: How to Position Your Portfolio for the Next Decade
Category: Strategy
Inside the Room: What Family Offices Are Buying Now
I spent a week in New York at a series of discussions and roundtables with emerging fund managers, seasoned family offices, and long-term allocators. A family office is a private firm that manages the wealth of a single ultra-high-net-worth family (or a small group of families), handling investments, taxes, estate planning, and risk. The Biggest… Continue reading Inside the Room: What Family Offices Are Buying Now
My Investment Fund: From First Principles to a Live Strategy
Financial journeys rarely move in straight lines. Mine began in 2005 and, after many experiments, led to a strategy that blends business fundamentals with momentum—plus risk controls to keep drawdowns manageable. This article distills that path and explains the launch of my first equity fund in plain English. Why Share This Journey Many investors feel… Continue reading My Investment Fund: From First Principles to a Live Strategy
Building Wealth in the Markets: Vision, Strategy, and Courage
Over time, I’ve realized that the best way to build wealth in the markets is by identifying assets with high appreciation potential and having a solid strategy to capture their upside. This approach requires more than technical knowledge—it demands a deep understanding of market dynamics, the courage to act when others hesitate, and the emotional… Continue reading Building Wealth in the Markets: Vision, Strategy, and Courage
Quant Systems Are Phenomenal — But It’s Human Judgment That Keeps the Edge Alive
Can algorithms alone beat the market? For a time, the answer seemed to be yes. But as competition increased and artificial intelligence became widespread, one truth has become clear: while quantitative (quant) systems remain powerful, it’s the layer of human judgment on top of them that truly sustains an edge. In this article, I’ll share… Continue reading Quant Systems Are Phenomenal — But It’s Human Judgment That Keeps the Edge Alive
Don’t Jump from Strategy to Strategy
Why Conviction Is the Key to Investment Success One of the most common mistakes investors make is abandoning their strategy the moment it underperforms. They choose a method, face a drawdown, lose confidence, and quickly switch to something new. A few months later, they repeat the cycle. This constant jumping almost guarantees disappointing results. Why?… Continue reading Don’t Jump from Strategy to Strategy
Fundamentals Drive Markets; Technicals Help with Short-Term Decisions
Investors and traders have long debated the importance of fundamentals versus technical analysis. Which one really drives stock prices? Which one should matter more in decision-making? From my perspective, the answer is simple: fundamentals ultimately determine where asset prices go in the long run, while technicals provide valuable signals for short-term decisions. In this article,… Continue reading Fundamentals Drive Markets; Technicals Help with Short-Term Decisions
Why I No Longer Rely on Macroeconomic Analysis for Market Timing
Is it really possible to predict the market by analyzing macroeconomic trends? For years, many investors—including myself—have tried to use interest rates, inflation, and economic growth forecasts to time their entries and exits. While it sometimes works, my experience has shown me that relying too heavily on macroeconomic analysis for market timing is not the… Continue reading Why I No Longer Rely on Macroeconomic Analysis for Market Timing
How I Built My Growth and Momentum Hedge Strategy
Can small investors really outperform Wall Street giants? With the right combination of growth, momentum, and discipline, the answer is yes. In this article, I’ll walk you through how I built my growth and momentum hedge strategy, why it works, and how it can provide valuable lessons for any investor looking to achieve better long-term… Continue reading How I Built My Growth and Momentum Hedge Strategy
Identifying Future Market Leaders During Corrections
Corrections are painful—but they also reveal tomorrow’s winners. We’re in the middle of another market correction in August 2025. For many investors, this feels discouraging. Yet history shows that corrections are not just setbacks—they are opportunities to identify the next generation of market leaders. During downturns, a small group of stocks shows unusual strength compared… Continue reading Identifying Future Market Leaders During Corrections