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The Boring Finance Guy

The architecture of long-term wealth. We skip the hype and focus on the systems, data, and 'boring' discipline required to build a fortress-grade portfolio.

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Substack
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Issues111Founded8 months agoLast Issue4 days ago
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Latest Issues

TBFG - Start Here

Markets produce noise around the clock. This publication runs on a rude assumption: almost none of it will matter in five years, and the part that will matter can be checked with arithmetic.

The Boring Finance Guy publishes two things on a...

4 days ago
9

One Dollar, Three Income Statements

The AI boom's biggest numbers — $725 billion of capex, trillion-dollar order books, the largest funding round in history — are real, disclosed, and quietly counting the same money more than once. A field guide to the circular machine, what...

6 days ago
7

TBFG Weekly Brief: July 12.

Market data as of Friday July 10 close. Analysis, not financial advice — do your own homework.

TLDR: The Narrative

8 days ago
7
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AT&T Analysis: The Bill Nobody Reads

Quick View

  • Ticker: T (NYSE)

  • Sector: Communication services — telecom

  • Theme: Converged fiber + 5G, priced like a bond, spending like a builder

  • TBFG angle: A twice-covered 5.4% yield at 8.7× forward earnings — with the...

12 days ago
5

TBFG Weekly Brief: June 29 to July 05.

The Independence Day Freeze, the OPEC+ Supply Spigot, and the Tariff-Eve Rebalancing

TLDR: The Narrative

15 days ago
3
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    I analyse markets, politics and stocks so you don’t have to. I focus on clarity, discipline and long-term outperformance — delivered through daily briefs and deep-dive research. Built for people who want truth, not trends.

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