This month, we look into how fast technology is really advancing, the strategic benefits of international stock diversification, and why complexity is often our enemy. #1 – “Predictions Scorecard, 2026” by Rodney Brooks (Prediction #3 on humanoid robots) “Deployable dexterity will remain pathetic compared to…
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1Q 2026 Market Overview
Market Review The first quarter saw a 9% drawdown in U.S. stocks driven by the U.S. conflict with Iran. This marks the 32nd drawdown of 5+% for U.S. stocks since March 2009 (which averages out to roughly two drawdowns per year over the past 17…
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What’s Matt Reading? (March 2026)
My goal for these blog posts is to provide useful information so that you can make more accurate decisions. Noise includes facts/data/news that cannot be processed into useful information (<— WHAT MOST STUFF IS) Useful information can be used to make more accurate decisions (<—…
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What’s Matt Reading? (Feb 2026)
My goal for these blog posts is to provide useful information so that you can make more accurate decisions. Noise includes facts/data/news that cannot be processed into useful information (<— WHAT MOST STUFF IS) Useful information can be used to make more accurate decisions (<—…
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2025 Annual Letter
“The ultimate form of preparation is not planning for a specific scenario, but a mindset that can handle uncertainty.” – James Clear “Your family is broken but you’re going to fix the world.” – Naval Ravikant The Ceiling The main challenge of 2025 wasn’t markets,…
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What’s Matt Reading? (Jan 2026)
My goal for these blog posts is to provide useful information so that you can make more accurate decisions. Noise includes facts/data/news that cannot be processed into useful information (<— WHAT MOST STUFF IS) Useful information can be used to make more accurate decisions (<—…
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