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Why Smart Investors Sell at the Worst Possible Time

Many investors think selling is an easy part of investing that doesn’t require a lot of thought. In contrast, buying is exciting. It requires an understanding of valuation numbers, corporate fundamentals, and the macro environment. For many investors, these are interesting challenges that are an enjoyable part of investing. Yet, selling feels to many like an administrative process that’s executed more out of necessity. It’s the dotting of the investment i’s and the crossing of the t’s that concludes the process.

23 Feb 2026
 · 7 MIN READ

Beginning 2026 With A Bang

This time of the year is always interesting due to the preponderance of investment outlooks that are penned in early-to-mid December. These publications wax lyrical on a variety of topics du jour but are often most useful in informing investors exactly where consensus expectations and biases lie across various asset classes. These publications are also slowly coming to grips with the new world order in geopolitics and how a seemingly structured 6-month view of the world can get blasted to smithereens in a few hours.

13 Feb 2026
 · 7 MIN READ

Contrarian Investing in the Age of Real-World AI

we are in the midst of profound disruption. This is likely to be beyond a typical generational disruption that happens every 20-30 years. This technological singularity is expected to cause dramatic and irreversible changes to human civilization, far beyond typical generational disruptions such as electrification, the internet, or even current generative AI.

13 Feb 2026
 · 13 MIN READ

Why the Debasement Trade Matters

If you know many gold bugs, and there are certainly more of them around these days, you may have observed that the number of them touting the arrival of ‘debasement trade’ is on the rise. However, this idea is far from being a new or short-term phenomenon, nor for gold bugs’ eyes only. It’s been a simmering issue for years, and is likely to matter for all investors for many years to come.

9 Feb 2026
 · 7 MIN READ

Investing in the Age of Discontent

If you’re a news reader, you’re probably feeling like the world is engulfed in a crisis with no end date in sight. It sure feels like that as bad story after bad story is channelled toward news consumers around the world. Take your pick of which one that matters most. Trump’s latest offensive tweet, the housing shortage, the cost of living, the system, the list goes on.

4 Feb 2026
 · 7 MIN READ

What Stability Means in an Unstable World

For a long time, stability was something many people barely thought about. If you stayed employed, avoided major mistakes and made reasonably sensible decisions, the system tended to reward you. Careers progressed in a fairly linear way. Property values rose over time. Superannuation ticked along quietly in the background. There were cycles, of course, but they felt familiar and manageable.

4 Feb 2026
 · 6 MIN READ

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