Investing

Lisa Su embarrassed Martin Brundle, and every AI bear

AMD just delivered a blowout quarter. Micron is sold out through 2026. And one spinout has surged nearly 4,000% in a year. It looks like a bubble… but the numbers say otherwise.

Melt-up in stocks when pump prices melt down

The Strait of Hormuz is shut. Markets are bracing for chaos. But prices and capital flows are telling a completely different story.

How my mum thrashed my investment track record

My mum passed away on Thursday. She leaves behind all sorts of legacies. One of which is a truly exceptional investment track record. How did she do it?

The crypto IPO class of 2025 are trading at bargain basement price

CoinShares started trading on the Nasdaq last week. A profitable crypto asset manager, every year since 2014, now publicly listed in the US after merging with a SPAC (Special Purpose Acquisition Company).

The secret to a lasting marriage and profitable portfolio is the same

Always invert. Instead of trying to figure out what to seek, think about what to avoid. Success follows when you avoid the pitfalls.

Why the Yogi Berra portfolio works so well

Yogi Berra’s best yogi-ism applied to investing: “It’s not what the markets don’t know that makes you money. It’s what they know that just ain’t so.”

Volatility, for lack of a better word, is good

Gordon Gekko’s infamous “greed is good” speech has become an idiom. But have you ever listened properly? Not only does he have a point. He was right.

How to become a great investor in two simple steps

Most investors don’t fail because of markets. Web excerpt: Markets are flat-out bonkers right now. Volatility is everywhere. And most investors are far less prepared for that than they think. In this essay, we lay out a simple two-step framework to help you understand your true risk tolerance – and structure your portfolio accordingly.

What last week’s chaos tells us about trading in 2026

Last week’s volatility hit everything at once — commodities, crypto, tech, and metals. But beneath the chaos, important signals are emerging. In this video, Nick Hubble and Sam Volkering break down what actually moved markets, whether this volatility is structural or temporary, and where the best opportunities for 2026 may now be forming.

Three reasons why bias matters in investing

Most investing mistakes aren’t caused by bad ideas — they’re caused by bias, emotion, and poor decision-making under pressure. This article breaks down how behavioural finance quietly sabotages investors, and how recognising those biases can lead to better long-term outcomes.

It’s time for investors to believe in six impossible risks before breakfast

Stock market crashes happen. But what investors should really fear is a risk they don’t see coming. Sometimes, they don’t even know it exists.

We are the weakest link, goodbye Japan

Financial crises rarely cause a panic where they begin. Instead, someone else entirely goes belly up. Usually they’re in another hemisphere altogether.

Investing isn’t gambling, but…

Losses are capped at zero. Gains aren’t. That imbalance creates one of the most powerful advantages in investing.

Investing’s law of relativity: the oscillation of everything

Investment assets oscillate. Buy what’s underperformed, avoid what’s crowded, and let the laws of physics do the rest.

It’s small, uncomfortable and can be obscenely profitable

Most investors chase the same crowded trades. The real money is made much earlier — in small, uncomfortable companies tied to long-cycle technologies before they go mainstream.

Four academic theories that turn investors into billionaires

Investment strategies based on academic theories have a miserable reputation. Sometimes they even blow up financial markets. But what if you combine them?

How to invest in the 2026 critical and rare earth metals melt-up

Australia holds the world’s critical metals. China controls the processing. The US needs both — now. A quiet diplomatic exit may be signalling a coming supply shock that investors haven’t priced in yet.

What I Learned Making Millions From Scratch

I’ve made and lost millions more than once — starting from zero each time. This essay strips away theory and “millionaire habit” myths to focus on what experience actually taught me about vision, risk, people, and building durable wealth. It’s not a formula. It’s a framework shaped by mistakes, discipline, and long-term thinking.

10 Bad Habits Killing Your Portfolio

I’ve made every investing mistake you can imagine — oversized bets, emotional decisions, ignoring risk, and thinking I was smarter than the market. Losing money taught me what gains never could: success isn’t about brilliant picks, it’s about breaking bad habits. Here are the lessons that turned painful losses into a better investing process.

How I Lost $15 Million

A sudden win can be more dangerous than a slow loss. This piece explores why misunderstanding risk leads to poor decisions — and how investors can think more clearly when certainty is impossible.