investment philosophy
The Bell Tower Portfolio: Building Your Financial Sanctuary in a Volatile World
A financial sanctuary requires more than just assets; it demands an architectural approach to investing, inspired by the refuge of Quasimodo’s bell tower.
The Market’s Multiple Personalities: Who Are You Really Investing Against?
The stock market isn’t a single entity but a chaotic ecosystem of competing players. Understanding its “multiple personalities” is key to modern investing.
The 50-Year Investment: What a Decades-Long Fight for Justice Teaches the Modern Economy
Lessons in resilience and long-term value from an unlikely source, applied to modern finance, investing, and corporate governance.
Beyond the Numbers: Why Today’s Economy Demands More Than Just Math
Modern economic models are dangerously incomplete. By ignoring history and sociology, we miss the human factors that truly drive markets and financial crises.
The Investor’s Ultimate Workout: How a ‘Book Bootcamp’ Fortifies Your Financial Acumen
Intensive, structured reading is not a hobby but a strategic workout for finance professionals to build mental models and gain a competitive edge.
The Architect’s Trade: What Jean Nouvel’s Radical Museum Teaches the Modern Investor
Jean Nouvel’s provocative museum design offers a powerful metaphor for disruption, providing key lessons for investors in finance, fintech, and the modern economy.