Ask Me Anything Oct 2025
On Monday, I asked whether you had any questions you wanted me to answer. I've just recorded a
Portfolio
Portfolio update June 2022
Weak monthly performance due to the falling yen and a correction in the share prices of commodity stocks. Estimated reading time: 14 minutes
14 min read
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Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
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