A successful passive strategy should be a pretty systematic or mechanical strategy. It should have real fundamental ...

My PayPal article was written in 1st Sep 2025 when it was at $70 and today it sits at $44 bucks. So that has not worked out ...

In my last post about How the Hedged Class of a Japan Fund Result in a 500% Outperformance Over a Non-Hedge One, I was able ...

I was discussing privately with a Telegram group member who was telling me that he has this wish to buy a couple of universal life policy. Somewhere in the conversation, he asked: “Why would the ...

My Telegram chat was discussing about whether there is a role for small cap value in the portfolio. I think everything ...

My friend asked if we are headed for a big crash soon. The honest answer is I don't know. Also don't know what is consider big enough. I ate like 30% fall in small cap ...

I wrote about our unwillingness to learn about things, that may eventually be life changing a few days ago and my friend was curious about why the investors in my article would be worry about duration ...

I would periodically update everyone my personal spending. This is the update for this month. You can review my past spending logs by going to the personal notes section of investment moats here in ...

There are things in investment that if you understand some of the nuances, it might make you look differently. One of the nuance is about duration in fixed income. The challenge with these nuances is ...

Here is the update for my Daedalus portfolio for February 2026. If work is not too busy, I will try to provide an update where possible. I explained how I constructed this portfolio in Deconstructing ...