A different point of view on investing, markets, and life.




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Taking Stock: A Longview Into Markets, Credit, and the Year Ahead
Every so often it’s worth taking a breath, stepping back, and asking a simple question:Because if you look at the headlines alone, you’d think we’re sitting on the edge of catastrophe. But if you look at the data — properly look at it — the story is far more nuanced.

Private Credit and the Myth of the Next Meltdown
Let's talk about this properly. Private credit, public credit.Everyone is panicking about private credit risk. The headlines. The scare-mongering. "Bubble!" "Implosion!" "Just wait!" Blah blah blah.

The Illusion of Victory
The markets stumbled again this week. Not because of an earnings miss, or an interest rate surprise — but because of something far older. Power. Pride. Politics.

Dispatch from Broome: Market Truths from the Edge of the Continent
Following our Uluru leg, next stop—Broome. There's something about standing at the edge of Australia, where red earth meets turquoise sea, that clears the mental fog. For me, Broome isn't just a place, it was a pause. A moment. And like all moments of clarity, it starts making connections for you.

Uluru Dispatch: Lessons from a 600-Million-Year-Old Portfolio
I'm writing this from the red dust itself - no cabin-pressure hum this time, just the hush that settles over the desert once the tour buses pull away. Watching Uluru ignite under the late-afternoon sun, I'm struck by how a single sandstone monolith can teach the same lesson the market's been hammering home for centuries.
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The Three Year Itch
I’m heading north for the school holidays—Uluru, Broome, then Exmouth. We try to get away every break; ring-fencing time with the family keeps life in balance.

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