Recent Posts
Social•Feb 19, 2026
Invest in Productive Assets, Not Mere Appreciation
I wrote a short opinion piece in response to the idea that Buffett has been wrong about gold and Bitcoin. Buffett's core argument is that you should build a portfolio around "productive" cash flow generating assets. Don't buy land and just hope for it to appreciate. Buy land and plant crops on it that yield output and value every year. That way you get a productive yield AND you still benefit if the land appreciates.
By Cullen Roche
Social•Feb 10, 2026
Foreign Stocks Surge 9.4% Early 2026, Outpacing US
Foreign stocks are off to a scorching start in 2026, continuing their outperformance from 2025: Foreign developed stocks: +9.4% US stocks: +2.2% Will it continue or is this a blip in the otherwise longer underperformance?
By Cullen Roche