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Jim Rogers & The Only Way to Make Money Off Pessimism (Updated for 2026)
“Tell people what they want to hear, and you can be wrong indefinitely without penalty.” – Morgan Housel
Jul 10
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Jonathan Swanburg
6
1
Two Years Too Early
When I moved these weekly notes to Substack two years ago, my first email was about the difficulty of timing trend reversals. I started by highlighting…
Jul 3
•
Jonathan Swanburg
2
2
June 2026
Search For the Infinite Money Glitch
There are so many interesting stories in the financial world right now, but my favorite continues to be MicroStrategy’s quest to unlock the infinite…
Jun 26
•
Jonathan Swanburg
4
3
Price vs. Valuation
The share price is arbitrary. The valuation is not.
Jun 19
•
Jonathan Swanburg
2
2
Plan for the Plan Falling Apart
Planning is important, but the most important part of every plan is to plan on the plan not going according to plan.
Jun 12
•
Jonathan Swanburg
2
2
Houston, We Have an IPO
Why the largest offering in history is probably one to skip
Jun 5
•
Jonathan Swanburg
1
2
May 2026
Lessons From the Greatest Investor You've Never Heard Of
Back in 2019, Forbes published an article titled, The Greatest Investor You’ve Never Heard Of: An Optometrist Who Beat The Odds To Become A Billionaire
May 29
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Jonathan Swanburg
2
2
Our Instincts Are Terrible at Math
On compounding, patience, and why the early years don't look like much
May 22
•
Jonathan Swanburg
2
2
The Tax Tail Wagging the Portfolio Dog
There have never been more ways to defer paying taxes on investment gains.
May 15
•
Jonathan Swanburg
1
Structured Products and the Appeal of Complexity
Wall Street has a gift for complicating investments in ways that allow them to make more money.
May 8
•
Jonathan Swanburg
1
2
The Robots Aren't Coming for Your Job
We’ve been hearing a lot about how AI is going to destroy the job market.
May 1
•
Jonathan Swanburg
1
2
April 2026
Investing While Sad
One year ago, I wrote a note titled “The Time to Invest Is When Things Feel the Worst.” The article used charts to show that, 12 months after the most…
Apr 24
•
Jonathan Swanburg
3
2
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