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Investing fundamentals, market logic, and the discipline behind good decisions.
Case Studies
The Ghost of 5,048: What the Dot-Com Crash Teaches About Narrative and Fundamentals
The Nasdaq peaked near 5,048 in March 2000, fell about 78%, and took fifteen years to recover. The lesson isn't about the internet — it's about the gap between a true story and a justified price.
Case Studies
The 34% Month: What the COVID Crash Taught Us About Timing the Market
In about a month the S&P 500 fell roughly 34%, then reached new highs by August. The episode compressed decades of market behaviour — and the true cost of panic-selling — into a few brutal weeks.