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Many investors spend too much time asking whether an idea is good. That question matters, but it is not enough. A better question is: how much capital should be exposed to that idea? This is where position sizing becomes important. Position sizing is the discipline of deciding how large or...

As we approach the second half of the 2026 calendar year, the global macroeconomic landscape presents a profound mathematical paradox that cross-border capital allocators can no longer afford to ignore. On one side, global equity indices continue to trade at elevated multiples, projecting an...

In online investing communities, “tips” travel faster than discipline. But tips don’t protect you when the market moves against you. A practical way to upgrade your process is to adopt a risk-first habit—a habit that works whether you invest in stocks, funds, or any other asset. The SVMA Rule...

Many investors think their biggest challenge is finding the “right asset.” In practice, the bigger challenge is building a structure that survives volatility without forcing emotional decisions. A risk-first approach starts with three foundations. First, define your time horizon in plain...