T.U.B Investing

It’s good to be back. I’ve finally carved out the time to return to Substack, and I’m hitting the ground running. My latest thesis is the most critical one yet: 2026 is the Year of Rotation. We are witnessing the end of the AI infrastructure obsession and the birth of a new Consumer era. In my first article back, I break down the specific mechanics of this shift: The 6 Pillars of 2026: Why the World Cup and "One Big Beautiful Bill" are the real catalysts. The Monthly War Map: A month-by-month breakdown of market liquidity. I’m excited to share this new chapter with you. Read the 2026 Roadmap and subscribe below: Thank you once again for reading.

I've been writing since 2015, and this blog has been going strong for almost ten years. Maybe it's time to wrap it up, or perhaps when I find more time. If you've been following me, you've likely noticed I've been pulling back from social media. I've shut down most of my accounts, and there’s been minimal new content on this blog. These days, I'm primarily active on X (formerly Twitter) . Follow me there, and feel free to send me a DM if you want to connect. If you have my phone number, texting is always an option. Just an update: my investment portfolio is still in the red, but it's doubled from its lowest point. Stepping away from social media has probably helped cut through the noise. Before I sign off on this post, I wanted to share that I've gone back to basics and started working on a new scorecard, named the TUB Scorecard, tailored for the US market. It's showing promising results so far without any backtesting; I'm just monitoring it...