Investment Behaviour
Urgency is informationNew essay
The need to act quickly may reveal more about the decision-maker than the opportunity.
Essays
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AI-Supported Investing
Keep responsibility when using AI
Use AI to widen the evidence and challenge the thesis without outsourcing ownership.
Portfolio Practice
Monitoring is not rebalancing
Three activities that look similar but answer different portfolio questions.
Decision Architecture
The market moved. What actually changed?
Five questions for separating new evidence from a new emotional state.
Investor Identity
Separate the decision from the self
Why being wrong does not have to become an identity threat.
Second-Order Thinking
Watch what oil changes next
The first market move is visible. The transfer of risk often matters more.