Investment Strategy
The Sentimental Value Portfolio: Balancing Art and Science in Modern Investing
A film’s themes of sentimental value and generational divides offer a powerful allegory for modern finance, from stock market valuation to fintech disruption.
Solving the Market: What the FT Crossword Teaches Us About Modern Finance
Viewing the economy as a complex crossword puzzle can unlock new insights into investing, fintech, and macroeconomic trends.
Geopolitical Tremors: Decoding the Economic Fallout of US Military Strikes in Nigeria
A single military event has far-reaching economic and financial consequences. We explore the impact on investing, fintech, and the global economy.
The Cassandra of Wall Street Speaks: Why Michael Burry’s New ‘Big Short’ Is a Warning for the Global Economy
Michael Burry of ‘The Big Short’ fame is betting against the stock market again. We analyze his thesis, the economic risks, and what it means for you.
The Amandaland Portfolio: What a TV Christmas Special Reveals About Legacy Wealth and FinTech Disruption
A TV Christmas special offers a surprisingly potent allegory for the clash between legacy finance, traditional banking, and FinTech disruption.
The Perfect Storm: How Putin, Trump, and Xi Are Forcing a New Reality on the Global Economy
Europe faces a triple shock from Putin, Trump, and Xi, upending the global economy. This new reality demands a major rethink for investors and leaders.
The TikTok Ticker: How Viral Videos Are Reshaping Luxury Investing and the Global Economy
TikTok is no longer just for trends; it’s a powerful engine for luxury sales, reshaping investment strategies and the global economy.
Decoding ‘6-7’: Why Generation Alpha’s Language Will Redefine the Future of Finance and Investing
Generation Alpha’s digital language, symbolized by “6-7,” is a leading indicator of a seismic shift in finance, investing, and the global economy.
Navigating the 2025 Financial Maelstrom: A Deep Dive into Tariffs, Gold, and the Dollar’s Future
A deep dive into 2025’s key market themes: the return of tariffs, a gold rush driven by uncertainty, and the potential decline of the US dollar.
The Soul of the Square Mile: What Ancient Churches and Sublime Music Can Teach Modern Finance
Discover what the cultural renaissance in London’s historic churches can teach the world of finance about long-term value, innovation, and human capital.
The Narcissist’s Portfolio: A Literary Warning on Isolation in the Modern Economy
A literary review of a Nobel laureate’s novel offers a chilling allegory for investors and leaders on the dangers of narcissism and echo chambers in finance.
Honduras at a Crossroads: Decoding the Investment Landscape After Asfura’s Victory
An in-depth analysis of Honduras’s new government and what Nasry Asfura’s presidency means for the economy, foreign investment, and geopolitical risk.