The strategy behind some of history's best investing decisions has more in common with baseball than with spreadsheets.
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Ten years, one goal, no shortcuts. Homer's epic turns out to be a surprisingly precise map for surviving decades in the market.
Concentration hides inside diversification, safety hides inside risk, and most of these mistakes go unnoticed until returns suffer.
Auction clearances are slipping and cash is piling up, but healthcare, infrastructure and copper names are still finding buyers.
Big dividends, franking, and a return on equity most companies would kill for – plus one scenario that could upend it all.
Self-reinforcing flows, hidden complexity, and the "big get bigger" problem are real, but they don't point where you'd assume.
From chasing yield to trading on tips, the same errors keep resurfacing – including one that shapes an entire retirement.
Between fresh clearances, a stronger balance sheet, and faster adoption, the commercial story looks different now.
Spending is at record highs, financing is shifting to debt and equity, and nobody yet knows if the demand justifies it.