Finance & Investing

Understand markets. Make better decisions.

Independent financial writing for investors who want context, discipline and a sharper eye for incentives.

Published Articles

Featured
The metric banks loved quoting in 2009 - and quietly ignore today
Markets & Valuations May 2026 · 10 min read

When markets were cheap, the CAPE ratio was everywhere. Now that it is near levels last seen around the dot-com bubble, it has disappeared from many retail-facing narratives. A story about valuation, incentives and selective memory.

CAPE Ratio Valuation S&P 500 Incentives
Read article

Coming Soon

Investing
ETFs vs Active Funds: what investors should really compare
Planned
Personal Finance
How to build a resilient emergency fund in six months
Planned
Markets
Geographic diversification: using valuation as a compass
Planned
Macro
Rates, inflation and long-term investor expectations
Planned