The Forces Shaping Markets This Year
Published on: 15/01/2026
Issue 40: A macroeconomic and markets outlook for 2026, from growth, inflation and policy to AI, stocks, bonds, crypto, commodities and the key risks.
Second Level Thinking
Ideas to help you see things differently.
Every fortnight I share one idea from my own work and reading on leadership, decision-making and performance. Free, straight to your inbox.
Think one level deeper →Latest issue
Explore by topic.
All articles.
No articles match that search yet. Try another word or category.
Updating Your Model: Markets and Mindsets for 2025
Published on: 23/01/2025
Issue 22: A guide to the market landscape for 2025, and why Richard Feynman’s approach to un-becoming is the ultimate competitive advantage.
How to Optimise Your Portfolio and Your Mind
Published on: 17/10/2024
Issue 17: Position sizing like a pro with the Kelly Criterion, five essential gratitude practices, and the power of radical self-discipline.