Newsletter

Every Sunday, where we are in the market cycle and what it means for your money, with a community that has your back.

Inside the newsletter

  1. The Sunday Letter

    Where we are in the cycle and what it means for your money

  2. Watchlist

    In-depth research on the best companies, and my next moves

  3. Community chat

    Ask me anything and invest alongside other long-term investors

  4. Research and portfolio

    Market research, charts and every portfolio update

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Independent research

Everyone in the financial ecosystem wants your attention, a commission, or your fear. Here, our incentives are aligned

How this is funded

With a subscription

This subscription lets me keep publishing my work independently. I don't earn from your fear or a commission, I only earn if a year from now you're still here because this genuinely helps you invest better.

Where it doesn't come from

  • No affiliates
  • No sponsors
  • No commissions
  • No ads

What you get

Everything you need to understand the market and invest with a plan

Free

  • Included. Market research and charts. My analysis of the economy and the markets, with the charts behind every idea
  • Included. Portfolio updates. Every buy and sell in my portfolio, made with my own money
  • Not included. Watchlist. In-depth research on the best companies, and the moves I’m preparing in my own portfolio
  • Not included. Full chat access with me. Join a community of long-term investors, ask me anything and never invest alone
  • Not included. The Sunday Letter. Where we are in the market cycle, what changed this week and what it means for your money

Premium

  • Included. Market research and charts. My analysis of the economy and the markets, with the charts behind every idea
  • Included. Portfolio updates. Every buy and sell in my portfolio, made with my own money
  • Included. Watchlist. In-depth research on the best companies, and the moves I’m preparing in my own portfolio
  • Included. Full chat access with me. Join a community of long-term investors, ask me anything and never invest alone
  • Included. The Sunday Letter. Where we are in the market cycle, what changed this week and what it means for your money
Join now

Start for free. The paid tier is optional, you choose

Frequently asked questions

What is the newsletter?
It’s where you get everything you need to invest with a clear head. Every week you’ll know where we are in the market cycle, which companies are worth your attention and how a real portfolio is doing, so you never have to guess alone.
What is The Sunday Letter?
It’s your weekly letter to understand the market in ten minutes. Every Sunday you’ll see where we are in the cycle, what changed that week, what it means for your money and what to keep an eye on next.
What do I get for free?
You get full research articles and charts on what’s moving the markets, every portfolio update and access to the community chat, where you’ll find out about every new post and every portfolio move as it happens. Everything free is complete, you’ll never get half an article.
What do I get with Premium?
You get The Sunday Letter every week, the Watchlist with the best companies and the moves I’m preparing, and you can ask me anything in the chat. Every question gets an answer, so you’re never left with a doubt.
Will I understand it if I’m just starting out?
Yes. Everything is written in plain language, and you don’t need to follow the market every day. Week after week you’ll learn to read the cycle on your own and make your own decisions with confidence.
How much time will it take me each week?
About ten minutes on Sunday, and you’ll stop chasing the market all week. If you want to go deeper, the research comes out during the week.
Is this going to flood my inbox?
No. Everything reaches you through the community chat on Substack, so your inbox stays clean and you have it all in one place, with the conversation around it.

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