WRITINGS, RIFFS & REFLECTIONS

Father’s Figure
This week’s piece is about dads. Mine. Me. Maybe you.
What we pass down. What we forget. What we wish we said.
It’s not a how-to. More like a mirror. For men who lead at work—but are still learning how to lead at home. For anyone chasing returns, but forgetting presence is the real ROI.

Value, Volatility, and Vamos!
I didn’t want to write about tennis again. But sometimes, life lobs you a metaphor so clean, you’d be an idiot not to smash it.
Let’s talk about what comes after the golden age:

The Art of Adjustment
This week, I’m closely watching the NBA Finals, Roland-Garros and—believe it or not—the PSEi. Three very different arenas, all delivering the same message:
In moments of drift, discomfort, or doubt—discipline and systems win.
Let’s talk about the art of adjustment—on the court, on the clay, and in the chaos of today's markets.

Winter Isn’t Coming. It’s Already Here.
The realm just cracked. Not with a bang, but with five Senate seats lost, two defections from within, and a kingdom scrambling to regain lost ground. Populism is rising, reform is freezing, the cabinet has resigned, and capital is shifting faster than the headlines can catch up.

Master of Puppets: Cut the Strings, Build a System
In this piece, I share how to move differently. I break down the SIF System I use to filter quality stocks—and why nervous system regulation may be the most overlooked advantage in investing today.

Setting Buffett’s Table: $347B in Cash & the Art of Doing Nothing
Let’s break down Warren’s five greatest lessons—not just for investing, but for leadership, legacy, and protecting what matters.


Just Stay in the Game
It was a hot, sticky summer afternoon in Makati, and I had just walked back from a sumptuous steak lunch courtesy of my boss.

A Mindset For Markets & Life
Here’s the thing: every situation, no matter how painful or brutal, holds a gem of wisdom buried in the mess.


Golden Truths From My Last 50 years
It’s easy to relish Life when things are going well. Mining gains, from moments of pain.