❌ risk management is bad

how to play the infrastructure boom

buy sp500 or this one stock instead?

watch this if you care about the uk

uk equities to make comeback?

betting on UK demise

china to compete with nvidia

we're doing the deepseek thing again

price targets are destroying your returns

what to do instead

focus on the future

hyperventilating over nvidia's numbers misses the big story

nowhere near a bubble yet

everyone's watching nvidia earnings today but there's a lot more to come...

software comeback

AI killed software... until it didn't

the lazy strategy