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April 2025

Things Done Changed: European Bank Picks in 2025
A must read for Euro Bank afficionados
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3
How to Profit from Italian Government Inefficiency: A Cheap Sleeper Bank With Lots of Upside
This isn’t just a cheap stock. It’s a compounding machine built on bureaucracy, now trading at 7x with €560M in shareholder returns on deck. And few are…
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Victaurs
5
The Shokunin Code
Why mastering one thing, deeply, might be the only path left to fulfillment.
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Victaurs
The Bank Portfolio I’d Build Right Now if I Wanted to Beat the Market
A dive into banks. All banks. And nothing but banks.
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3
Private Market Players Are Quietly Winning & Everyone Thinks They'll Blow Up, Which Is Why I'm Interested
If you’re even remotely curious about Alternative Managers, this one is for you.
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Victaurs
Victims Of Heard & McDonald Islands Tariffs Unite
Hey friends,
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Victaurs
Chaos Is Winning: How the Best Investors Prepare for What They Cannot See
Mental models & portfolio principles for suriving stormy times.
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Victaurs
Behind the Scenes of Your Mortgage Rate: The Market Tug-of-War Nobody Talks About
If you’ve been watching the news you’ve seen chatter of the Fed cutting rates or interest rates falling because of the Trump tariff news.
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Victaurs
2
Price Is Your Only Hedge in Banks. Hope Gets You Killed. Analysts Are Always Late.
A quick bit on the tarriffs, everything that can go wrong in banks is about to, and where to look going forward.
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The Hidden Debt Bomb Behind the Tariff War. And Why It Matters to You
A quick primer on why the tariffs happened, what they mean going forward, and where we're going from here.
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