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From Kondratiev’s Long Waves to Ray Dalio’s Big Debt CycleCredit Cycles, Long Run and Short Run Why study century-spanning economic tides at all?Because the very forces that lift our portfolios in the good times are the same ones that can […]
Malcolm Gladwell’s The Tipping Point is a lively field guide to that mysterious instant when an idea, product, or behavior crosses a threshold, gathers unstoppable momentum, and becomes the next big thing. Drawing on epidemiology, social psychology, urban studies, and […]
The human brain takes in 11 million bits of information a second. But it can only process 40 to 50 bits a second. This applies beyond just our immediate senses, when we make decisions we don’t consider all the data. Instead, we […]
1. How I Discovered MercadoLibre My entry into MercadoLibre (MELI)—Latin America’s dominant e-commerce and fintech ecosystem—came at a time when the world seemed to be standing still. It was April 8, 2020, during the early days of the COVID-19 pandemic. […]
1. How I Discovered Booking Holdings I first heard about Booking Holdings during the early stages of the COVID-19 pandemic, on a podcast that was unpacking the carnage unfolding in the travel and hospitality sector. Airlines were grounded, hotels were […]
1. How I Discovered AppLovin I first came across AppLovin through a Motley Fool podcast, where they were reviewing the company’s earnings call and unpacking the performance of its advertising technology platform. Given my background in commercial television, I’ve spent […]
1. How I Discovered Arista Networks I was first introduced to Arista Networks through an episode of a Motley Fool podcast, where they were breaking down an earnings call. The discussion sparked my curiosity—particularly given my broader research at the […]
1. How I Discovered Palantir I was first introduced to Palantir in 2021, shortly after the company went public. At the time, I already had a strong sense of the company’s DNA—having read Zero to One by Peter Thiel, Palantir’s […]
1. My Introduction to Axon I first heard about Axon Enterprises through David Gardner on his Rule Breaker podcast with The Motley Fool. Gardner highlighted Axon as a Rule Breaker stock—exhibiting several of the six core traits: first mover, top […]
1. How I First Discovered NVIDIA My journey with NVIDIA began in 2016, right at the onset of the crypto mining boom. But unlike the crowd, I wasn’t drawn in by the buzz around mining rigs. I had a far […]
This is my second round with Bitcoin. I first took a position in 2016 when the price was around $1,000 per coin, which I bought via a digital wallet. I didn’t hold a deep conviction then—but I had a hunch. […]
A Letter to My Kids and My Tribe If you’re reading this, you’re either part of my family, my wider circle of trusted thinkers, or someone drawn to understanding how to build lasting, generational wealth with purpose. From my other […]
May was a nexus month: An unexpected electoral swing in Canberra, a tariff shock that froze China-to-U.S. sailings, and a fresh wave of AI-factory build-outs that will soon gulp more electricity than Japan’s entire grid. “First-order minds trade headlines; second-order […]
If the past month’s conversations in boardrooms and investor calls are anything to go by, we’re in a moment of acute noise. Trump’s freshly imposed tariffs, speculation over U.S. and Australian interest rates, volatility in the AUD/USD exchange rate, and […]
Certainty is a luxury seldom afforded to those in the business of navigating geopolitical tides. Over the past few months, the reimposition and radical expansion of U.S. tariffs under President Trump has brought into sharp relief not only the volatility […]
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The recent escalation in trade restrictions and economic nationalism will fundamentally reshape the flow of capital and goods. Australia, as a resource-driven economy with deep trade ties to China and strategic alignment with the U.S., sits at a pivotal moment. […]
China’s Economic Strategy and Its Risks China is aggressively pushing for self-sufficiency in AI, semiconductors, and financial markets, aiming to reduce its reliance on Western technologies and financial systems. However, its ongoing property sector collapse and rising debt burdens pose […]
2. Cloud and Digital Infrastructure In an era where businesses are expected to be agile, scalable, and globally integrated, cloud computing remains the foundation for transformation. Scalability, data analytics, and real-time decision-making are now essential capabilities, not optional upgrades. Organizations […]
The Era of Cheap Debt is Over For years, businesses thrived in an environment of ultra-low interest rates. Easy access to cheap capital fueled expansion, acquisitions, and high-margin business models. However, the landscape has changed, and many executives are still […]
