INVESTING | GIVE EVERY DOLLAR A JOB
Investing consists of allocating resources to a project to generate a positive return, in an optimal and risk-adjusted approach. However, financial success is 80% about soft skills (mindset) and only 20% about technical skills.
In terms of Mindset and soft skills, I am strongly inspired by timeless teachings like the Parable of the Talents, which strongly remind the importance of optimising my asset allocation, “giving every talent [dollar] a job”.
For my technical skills, beyond a vetted collection of studies, books and interviews of great minds, I share actionable strategies and tools that genuinely worked for me. Enjoy your Investment journey. Keep it real, Sweat Your Assets.
Climbing the Wall of Worry – The Market Barometer, August 2026
The Wit and Wisdom of Peter Lynch
Peter Lynch ran Fidelity's Magellan Fund from 1977 to 1990 and compounded money at 29.2 per cent a year while doing it. In 1994 he stood in front of the National Press Club in Washington and explained what he had learned, and what an ordinary investor should do about...
David Swensen Investment Philosophy: The Yale Model Explained
David Swensen's investment philosophy turned one billion dollars into the most imitated framework in institutional finance. This deep dive follows his own lecture from first principles to the answers he gave his critics, and closes with the legacy he left behind: a...
Markets Don’t Move in Straight Lines: Bull and Bear Cycles Through the Lens of the Nataraja
Bull and Bear cycles, and the Dancing Shiva. What an Ancient God Can Teach Us About Markets Bull and bear market cycles have shaped investor psychology for centuries. But two bronze animals can only tell half the story. This article explores what the Charging Bull,...
The Impact Mafia: Is Any of It Real?
Something uncomfortable is circulating in impact investing circles. Not a market shock. Not a scandal. Just one insider, writing plainly about what he has watched the sector become, and calling it the Impact Mafia. The reaction told its own story. The Impact Mafia....
The Impact Monitoring Dilemma
The demand for impact measurement has never been higher. The credibility of how it is done has never been more questioned. This is the dilemma the sector is not quite ready to confront. The Impact Monitoring Dilemma Here is a scenario most people in development...
