The Weekly Codex

Be Fearful When Others Are Greedy

The contrarian mindset decoded in full — from Buffett's rule and the instruments for reading sentiment, to the psychology of herding, the $5B Goldman trade, three historical peaks, and Howard Marks on why positioning beats prediction every time.

The Architecture of Survival

Benjamin Graham's margin of safety — the principle, the calculation, the psychology, the proof, and the catastrophic cost of ignoring it. A complete reference from six angles.

Jesse Livermore — The Boy Plunger

From the four rules that built a $100 million fortune to the four bankruptcies that erased it — the complete map of market genius, psychological failure, and the principles that survived both.

The Economic Moat

From the structural barriers that protect returns to the Scuttlebutt method that verifies them — the complete framework for identifying durable competitive advantage.

The Circle of Competence

From the boundary that defines your edge to the inversion that sharpens it — the complete framework for knowing where your investing advantage begins and ends.

The Investment Process - Five principles, from the margin that protects you to the decision that compounds you, and the framework you keep forever.