The best reading from 2025 in one neat PDF
A compilation of my best articles on life, music, and investing from the past year, packaged together with some art for an enjoyable read.
Investing
A rational look at an irrational world. From the hype of the AI arms race and the rise of robotaxis to the shipyards of Scotland and the defense of Europe. This section covers my quest to escape the “double hell” of the US market, how we apply Stoicism to volatility, and why we are finding value in places others aren’t looking.
Life & Philosophy
Investing grows wealth, but philosophy manages life. These are my reflections on family, Stoicism, and the courage to speak one’s truth. Includes the story of “Operation Molly” (my son’s engagement), lessons on how to truly “see” art in a museum, and why I choose to enjoy the traffic on the school run.
Classical music and the
people who composed it
Music is not just background noise; it is how I process the world. This year’s journey takes a deep dive into the timeless arias of Puccini’s La Bohème and Tosca, the emotional depth of Tchaikovsky, and the sheer beauty of Rachmaninoff. A personal curation of the sounds that defined my year.
Bonus
A selection of timeless essays that deserve a second look. From learning value investing lessons at a blackjack table to a humorous tale of “homophobic arbitrage” in Key West. These are stories about traditions and the hazards of the money management industry.
