This is an update of my 1Q2026 portfolio performance. My all-in return was nil, which was not disappointing (to me at least) given the performance of assets prices in March, following the beginning of the US-Israel war against Iran.

The last two weeks were rather uneventful, so this is a quick summary of price performance in 2025, and a look ahead to 2026. Are we in a bubble and don't know it?

This article contains tables and commentary regarding the rather volatile but ultimately positive first half of 2025.

Better late than never, in that this article is about my views on American exceptionalism, both economically and as far as US stocks.

I "guessed" at how markets would perform in 2024 last year at this time. Some I got right, some I got wrong, not different from the pros.

This is an update of my personal portfolio performance in 2Q2024 and 1H2024, good on the surface but worse than the indices would suggest.

This article is an update to an article I penned in February regarding my personal portfolio. For me, it's painful reading!

It was a holiday shortened, rather lacklustre week in markets. Good that 2022 is over. FY returns were poor across equities and bonds.

This is a primer on corporate bonds, investment grade & high yield. It also discusses the pandemic and its effect on the corp bond market.