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Flattened
Market data is abundant, yet the range of interpretation often feels narrow. As if everyone is explaining the same market through the same lens. Why so…
Mar 8
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Sean Robinson
1
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When War Breaks Out
When war breaks out, it is natural for investors to assume the market will collapse. Yet, history suggests something stranger and unexpected.
Mar 5
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Sean Robinson
3
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"It's Different This Time!"
With the software sector in bear market territory, many conclude that software's day is over. AI disruption suggests "it's different this time." Is it…
Feb 22
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Sean Robinson
1
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Top-Down vs Bottom-Up
Many investors obsess over stock picks. Research shows returns are dominated by asset allocation. Learn why top-down decisions matter more than…
Feb 13
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Sean Robinson
1
1
"That Is Not My Business!"
Underperforming the market doesn’t put the self-investor “a little behind.” It puts you on a different trajectory altogether. Here's how to stop it.
Feb 5
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Sean Robinson
4
1
Risk Tolerance is Not a Feeling
“Risk tolerance” is one of the most frequently invoked - and least understood - ideas in investing. Self-assessed risk tolerance is a losing battle. But…
Jan 29
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Sean Robinson
6
1
The Path Out of Desperation Capitalism
Desperation Capitalism turns investing into survival. This piece shows a path to rebuilding discipline and long-term wealth.
Jan 25
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Sean Robinson
5
1
The Rise of Desperation Capitalism
Desperation Capitalism describes a growing behavioral pattern, in which capital markets are treated as urgent escape hatches from economic fragility.
Jan 19
•
Sean Robinson
3
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The Other Side of Obvious
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