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Letters

Investing with a conservative mindset

Conservative is not what you think it is. Don’t get burned with an asset that looks conservative but isn’t. Don’t miss on amazing opportunities just because you think they are risky, when they aren’t.

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Letters

What’s your risk?

The stock market isn’t one thing. There are thousands of different companies. Don’t mistake one for the other and know what you are betting on.

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Letters

Rufus: portrait of an anti-investor

The story of Rufus the amateur investor and how he was so wrong by being so right. You need conviction to make money. Volatility is a constant in the financial markets.

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Letters

Deconstructing Efficient Markets and constructing optimal investment portfolios

Do you think markets are efficient? Think again. The institutions have made markets crazy, that’s an opportunity for you. The passive investing bubble is upon us.

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Letters

Why gentlemen prefer real estate

Becoming rich from real estate is not that easy. Don’t get blindsided by confirmation bias and the recency effect.