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Systemic expression, geopolitics, investing, and pizza. Lots of pizza. G.G. Berchtold, the reluctant investor
Posts
Brief 50 week update; the next, more aggressive, 'aa' portfolio; and introducing Youtube and Substack.
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41 > 42? N(p) will always be at least N(N+1)... (portfolio holdings 4 of 5)
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Maria, Mari... (portfolio holdings 3 of 5)
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Sell in May and Walk Away (portfolio holdings 2 of 5)
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Relax. Don't Do It....(portfolio holdings 1 of 5)
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The Reality Shift: Financial Markets Do Not Function The Same Anymore
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Danger, Danger Will Robinson. Market Week (February 25, 2026)
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