LATEST BLOGS

How to Shift What You Think Is Possible

That’s impossible. I can’t do that.” We’ve all said it at some point in our lives. Most commonly, we’re starting a fresh endeavour, looking at what it’s going to take, and the task before us seems insurmountable. We’re the primary school students staring at the blank screen, unsure how in the world we’ll get to…

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Screen Time Is Not Skill Time

Why Watching the Charts All Day Can Hurt Your Trading One of the most common mistakes novice traders make is assuming that profit comes solely from the time spent on the screen. The more you watch, the more you learn. The more you stare at the chart, the more trades you’ll find. Unfortunately, this is…

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Ten Minutes With Tate The Next Commodities Supercycle

Is a new commodities supercycle emerging? This video offers a macro-level analysis of the long-term structural forces shaping commodity markets, providing critical insights for portfolio managers, allocators, and institutional investors seeking inflation protection and uncorrelated returns. We examine the evolving dynamics behind supply constraints, policy shifts, and multi-decade investment cycles impacting energy, metals, and agriculture. ? What…

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The Dip: When to Quit and When to Push Through

“Winners quit all the time. They just quit the right stuff at the right time.”— Seth Godin, The Dip Trading Is Full of Dips Every trader, whether beginner or seasoned pro, has faced it: the stagnating equity curve, the stretch of losses that feel personal, the creeping doubt that your edge has vanished. That’s the…

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The Global Art Market

The value of the global art market is roughly $57.5billion—but it’s an opaque market and difficult to assess. Adam attended the international art fair known as Art Basel this year. On this episode, he and Cameron discuss the global business of art.   PS: Something else I know nothing about.

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Market Selection Is More Important Than Stock Selection

One of the most challenging things for traders to accept is that markets matter more than individual stocks. You may have the most comprehensive stock selection system in the world, but if the market within which you are searching is moribund, then your returns will always be suboptimal. Consider the chart below of BMNR, a…

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Why We Have Rules

In the popular imagination, traders are often portrayed as instinct-driven mavericks, reading flickering charts with a gut feel honed through adrenaline and caffeine. Movies and media amplify this mythology—traders shouting into phones, making deals on impulse, riding the chaos of the market. But the reality—at least for those who survive and thrive in the markets—is…

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The Space Between Things

In Japanese aesthetics and philosophy, the concept of “Ma” (間) refers to the space between things, not just a physical gap, but a meaningful pause, a moment of stillness that gives shape and rhythm to everything around it. In music, it’s the silence that gives notes their contour. In architecture, it’s the emptiness that defines…

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Did You Even Look?

I am planning to create a video on commodities at some stage, but statements like the one below, made in the AFR, do make me question whether journalists ever take the time to examine a chart. Prices of soybeans and corn, which are both used to produce biofuels, have risen in tandem with diesel and…

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Buried by the Wall Street Crash

Two of the greatest economists who ever lived, Irving Fisher and John Maynard Keynes, thought they could predict the future and make a killing on the stock market. Both of them failed to see the Wall Street crash, the greatest market disaster of the age – and arguably, of any age. Yet having made the…

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The Economy Is Not The Market

“Give me a one-handed Economist. All my economists say ‘on ONE hand…’, then ‘but on the other…”― Harry Truman. I’m often sent snippets and commentary from various economists — well-meaning professionals who aim to explain what the market should or should not be doing, based on their models of economic fundamentals. But there’s a consistent…

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The Trader’s Cycle of Improvement

Adapted from James Clear’s framework in Atomic Habits The markets are unforgiving — they expose every flaw, amplify every weakness, and demand constant adaptation and growth. In this environment, improvement isn’t optional. Successful traders are those who are capable of extended periods of growth, both emotionally and psychologically. If the majority of traders spent as…

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Why Goodhart’s Law Matters Deeply to Traders

“When a measure becomes a target, it ceases to be a good measure.” – Charles Goodhart In trading, precision is both a tool and a trap. The pursuit of measurable improvement—through backtested systems, metrics, and indicators—often masks a deeper vulnerability: the corruption of signals once they become goals in themselves. This is the heart of…

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