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Investor Mind

How investors decide, and why they lose money in an industry that succeeds. Books on investing live here too.

For 2027 Investing, You Don't Need a Prediction. You Need Alignment

A new book on 21st-century investing raises a sharper question than "what to buy": are you positioned where capital, demand and bottlenecks are actually moving?

Investor MindSeptember 20, 2026

You Only Need to Win 54% of the Points to Beat the Market

A good investor is not the one who calls every move correctly. It is the one who survives the days they get it wrong, long enough to keep playing a game tilted in their favor.

Investor MindSeptember 19

Rates Are Rising and Big Tech Is Holding. Here Is Why That Is Not a Contradiction

The 10-year yield tells you the price of money. It does not tell you how much money is left. Put the two together and the confusing headlines of the past three years line up into one picture.

Investor MindSeptember 11

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