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One of the things I do around the edge of the portfolio is mess with the energy weight. Some of this is old habits — most of my option trading career was being active in oil and gas. But I also see energy as fundamental to the concept of inflation and inflation is the largest tax on investment returns. I actually see the core of our portfolio not... See more

A brand is always answering two questions. The first one internally facing: What do we believe? The second, externally: How do we behave? You must remain authentic to yourself, your core values, and what you stand for. If you’re not, people will sniff you out. But your brand must maintain cultural congruence — remaining relevant to the times,... See more

Writing is technology and pens are gadgets.

Fallow Periods as Fertile Ground

In farming, land is left fallow to rest and regenerate, ensuring it remains fertile for future harvests. In a culture obsessed with constant productivity, we've forgotten this fundamental truth: creativity and growth require rest. These fallow periods aren't signs of laziness or lack of ambition—they're essential... See more

We realised that the tools we have created to master the world are re-mastering us. But more importantly, it became evident, that the desire for mapping, tweaking and ultimately, controlling, deeply complex systems is hubristic. As Tega Brain writes in her exceptional essay “we must acknowledge how deeply entrenched we are within a computational... See more

Homing in on the important feedback loops can unlock valuable insights. For example, why is home delivery of large parcel items, such as furniture and appliances, so often a poor customer experience? After all, delivery is a key determinant of customer sat isfaction , the most intimate touchpoint in retail, and an opportunity to generate... See more