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The Averse Investor (& The New Orwell)

...systemic expression, geopolitics and investing. How we got here, where we are and what to do now.

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Showing posts from May, 2024

Are we moving into meta-crises? David Hay, Co-CIO of Evergreeen Gavekal and stealth civi war...

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Where we are: Recent Sawmill Closures Foreshadow a Larger Problem

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December 16, 2024

introduction, looking back at the year, glancing at the year to come

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March Investment Update - 1

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March Update - 2: Monday.... Markets? (yuck. ) Money? (geeze.) Mulah? (bluurgh.)

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August 16, 2025

Portfolio(s)/Market update August I. Dry number 2. Stirred, not shaken.

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Waiting For The Gog. Portfolio update, June II

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Monday Money

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