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How to Invest €100,000
A simple, plain-language guide to investing — thirty years of experience written down as a letter from father to son.
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Your Cash Is Losing Value
Why investing is not a choice for the wealthy — it is a necessity for everyone. No finance knowledge required.
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Waiting for the Crash Before You Invest
25 years of data across three very different investments. Every strategy that keeps cash in reserve was tested. The result was always the same.
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Morning Briefing
The most recent morning briefings, with a full archive organised by month.
- Morning Briefing12 Oct 2026
- Morning Briefing9 Oct 2026
- Morning Briefing8 Oct 2026
- Morning Briefing7 Oct 2026
- Morning Briefing6 Oct 2026
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Deep Dives
The most recent deep dives from the AI research agent, plus a full archive sorted alphabetically.
- Apple12 Oct 2026
- LVMH9 Oct 2026
- Scottish Mortgage Investment Trust (Short Version)8 Oct 2026
- Natera8 Oct 2026
- Fair Oaks Income Fund (Short Version)7 Oct 2026
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Earning Calls
Management commentary and results analysis triggered by a portfolio holding's earnings call, sorted alphabetically.
- Morgan Stanley Direct Lending Fund5 Oct 2026
- Blue Owl Capital Corp1 Oct 2026
- Micron Technology30 Sep 2026
- Royce Micro-Cap Trust30 Sep 2026
- Micron Technology30 Sep 2026
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Father & Sons: Discussions on Finance
Real questions, worked through properly — the conversations that happen when a son asks his father why something in markets works the way it does.
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