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July 17, 2026 in
Owning It on Purpose
A companion to "The Concentration You Cannot See". Having seen how much of a typical portfolio quietly leans on artificial intelligence, the...
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July 15, 2026 in
The Family Meeting (Henry series cont.)
When "have we got enough?" becomes "what is it all for?" Brian and Carol came back from three months away looking ten years younger. They...
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July 14, 2026 in
Gold and the Limits of the Fear Story
Why gold fell back this year even as the headlines turned darker, and what that tells us about what really moves the price. A BCM Investment...
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June 29, 2026 in
Sometimes, the hardest part is not building wealth. It is learning how to use it.
Turning accumulated wealth into monthly income Over the last fortnight, I have sat in a good number of Discovery meetings, and one thread has run...
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June 25, 2026 in
Henry’s Parents Sold the Business
The most important question is not the one everyone expects Henry's parents have just done something remarkable, though they would never describe...
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June 23, 2026 in
The Concentration You Cannot See
Why a well-diversified portfolio may be a far bigger bet on artificial intelligence than it appears. Diversification is often called the only...
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May 20, 2026 in
Henry Looks Properly at His Pension: the default fund and the freedom number
It is a Sunday evening. Emma is asleep upstairs. Joanna is on the sofa with a book, and looks up briefly as Henry opens the laptop. "Work?" she...
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May 5, 2026 in
The Childcare Question for Henry: When two incomes become one
Henry and Joanna's first child has arrived. A daughter, the lovely Emma. Healthy. Beautiful. Exhausting in the best possible way. Joanna is...
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May 1, 2026 in
Inflationary Now, Deflationary Later [Part 2]
Inflationary Now, Deflationary Later A BCM Investment Briefing The defining feature of this decade is not a single inflation level. It is...