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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
PricingFreemiumPublishesDaily
Issues121Founded10 months agoLast Issue8 days ago
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Latest Issues

TBFG Weekly Brief: August 30

TLDR: The Narrative

Picture a car with two drivers and one foot on each pedal. One is flooring the accelerator; the other is standing on the brake. That was the market this week. Two people had its ear and told it opposite things, and t...

8 days ago
1

TBFG Weekly Brief: August 23

August 17–22 — The cost of long-term borrowing jumped to its highest in almost twenty years, and it rose because governments owe too much, not because the economy is strong.

TLDR: The Narrative

14 days ago
2
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TBFG Weekly Brief: August 16

TLDR: The Narrative

Picture walking up to the restaurant that always has a queue, and finding a table free. You sit straight down, delighted with your luck. That was the market this week. The fear that ruled last month — that America’s...

21 days ago
3

A 350% Yield Is a Breakout on No Volume

You have seen this chart. Price clears the range it has been stuck in for weeks, closes above it, and the volume bar underneath is a stub. The breakout is real in the sense that the number is real. It is also a lie about demand.

You alread...

25 days ago
5

TBFG Weekly Brief: August 9

The S&P 7,700 All-Time High, The Palantir–Caterpillar AI Convergence, and the Pre-Norges Bank Standstill

TLDR: The Narrative

a month ago
3
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  • The Boring Finance Guy

    I read the filings so you don't have to. Deep dives on boring quality and dividend stocks — every number verified, all the math shown, honest verdicts. No hype, no hot takes. Boring compounds.

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