Notable Notes

Jan 2026 Edition

Hi Helixer, Here is a collection of notes that we found to be notable from the past month. If you can’t beleive that a month has gone by, in 2026, you are not alone. As we take stock of our performance in Jan 2026, and review against our 75% target returns (with a minimum return of 60%), we will be publishing our Investor Letter (usually comes around the 10th of each month, for the previous month). We’ve published two strategy reviews in Jan 2026. Did you miss any of it, so far?

We told you, why that AI bubble isn’t growing perpetually:

We are starting the lessons on our Quantamental Model. We do it once a year and we train hundreds of people on our model:

If you are raising capital for your UK startup, here’s an event coming up:

Would you like to have a chat with me:

We like a bit of dry humour, here in London, mixed with a strong dose of sarcasm:

That’s our offer of help to job seekers:

We told you about the Monetary Tsunami:

American economic growth has always been despite the government. It is due to private innovation:

People interested in metals might be interested:

We ran a session, explaining our Quantamental Model:

We looked into Google:

Tesla, the governance issues, the overvaluation, and Musk:

If you thought that the appointment of a new Fed Chairman is very important, sorry to disappoint you with the reality:

Quantum Computing: Again, sorry for disappointing you with the reality: