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Progress isn’t a straight shot to the stars; it’s a spiral—a cosmic dance that loops through growth, decay, and renewal, each turn deepening our insight and expanding our reach. From forest fires to tech busts to personal struggles, cycles and fractals reveal a universe that thrives on repetition and adaptation. By embracing this, we trade the illusion of endless ascent for a richer truth: true advancement lies in revisiting the known with fresh perspective. This view redefines success. Setbacks become stepping stones; history becomes a mentor; time becomes a partner. As we spiral deeper—through markets, innovations, and our own lives—let’s stay curious, keep dancing, and honor progress not as a destination but as a journey of ever-unfolding depth.

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Anthony in the Alps
July 16, 2021
I'm giving the floor to a two and a half hour epic from 2018, starring Grant Williams and Anthony Deden. It is a true masterclass in the investing long game. And filmed in a gorgeous Swiss setting for good measure. I could condense Anthony's outlook into neat soundbites, but that would be doing zero justice to the timeless wisdom on display. Instead I highlight his key preferences; assets that exhibit scarcity, endurance and independence.
2 mins
Walking Tall
May 4, 2021
'A man with without savings is always running. He must. He must take the first job offered, or nearly so. He sits nervously on life's chairs because any small emergency throws him into the hands of others. Without savings, a man must be too grateful'.