Archive - The Long Game ♟️

The Generative Furnace: Why World-Changing Technology Usually Bankrupts Its Pioneers

History shows us that revolutionary utility does not equal investor profit, and the physical constraints of computing are about to teach us this brutal…

Jun 1 • The Long Game ♟️

May 2026

The Death of the Macroeconomic Put: Why Radical Accountability is the Only Remaining Arbitrage

As the era of automatic institutional bailouts fades, the burden of financial survival shifts back to the individual, requiring a rewiring of both…

May 26 • The Long Game ♟️

April 2026

The 2026 Energy Shock: Why the Defensive Playbook Will Destroy Capital

With the Strait of Hormuz closed and structural inflation cemented, hiding in gold, real estate trusts, and expensive US equities is a strategic error.

Apr 30 • The Long Game ♟️

Why the Software Moat is Evaporating

As AI severs the link between headcount and software value, the industry is splitting between vibe-coded agility for SMEs and the unbreakable complexity…

Apr 15 • The Long Game ♟️

The Brutal Mathematics of Stock Picking (And Why the "Safe" ETF Strategy is a Trap)

Why 60 percent of stocks lose to a basic savings account, and how to protect your portfolio from the extreme concentration of modern index funds.

Apr 5 • The Long Game ♟️

March 2026

The Thermomix Effect: Why I Spent My Weekend Vibe Coding (And Why I’m Not Panicking About My SaaS Stocks)

Why vibe coding is just like cooking from scratch, and why the corporate world will always prefer to pay for a restaurant.

Mar 25 • The Long Game ♟️

The Ultimate Wealth Trap: Why Being Right About the Global Crisis Will Still Make You Broke

The world is currently unravelling. You can feel it in the news headlines and you can see it in the volatile financial markets.

Mar 21 • The Long Game ♟️

The New Retirement Problem No One Wants to Admit

At 2am, I was not thinking about markets. I was thinking about my children, my parents, and whether simply leaving behind money will be enough in a…

Mar 15 • The Long Game ♟️

The Ultimate Margin Call: How $150 Oil Will Break the Global Economy

Look past the military headlines. The real conflict is about the survival of the US dollar, and your personal wealth is the collateral damage.

Mar 10 • The Long Game ♟️

The Season of Harvesting: Why Trust is Broken, AI is an Illusion, and Quiet Cash is Your Ultimate Defence

We are living through a bizarre financial contradiction. The stock market consistently reaches new all-time highs. Yet underneath the surface, the…

Mar 9 • The Long Game ♟️

The Millionaire Paradox: Why Building Wealth is Easier Than Learning How to Spend It

From the grueling first $100,000 to the anxiety of letting go. How to transition from hoarding net worth to building a life of passive cash flow and…

Mar 3 • The Long Game ♟️

February 2026

The $325 Billion Warning: What Warren Buffett’s Final Moves Reveal About the Global Economy

The Oracle of Omaha is hoarding cash and dumping tech. Here is why the greatest investor in history is preparing for an unprecedented financial storm.

Feb 27 • The Long Game ♟️