The Savvy Yabby Report

The Savvy Yabby Report

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Look Ma... no Moat!
We are rapidly approaching the killing season for overhyped Frontier Labs. This all comes down to a poor business strategy promoted by Sam Altman of…
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The Value of Hybrid Intelligence
The idea that LLM technology will replace humans in many tasks has now gained great currency. It is useful, but I think it will itself be replaced by…
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Technology and Investment Management
Every ten years or so I take a look into the future of the industry. I reprise an effort from ten years ago preparatory to updating this view for AI…
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The Age of D.I.Y. Investment
Self-directed investment has a long history, dating from the early days of discount brokers in 1975, post the May-Day regulatory change to eliminate…
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September 2026

Global 25 Performance for End August 2026
The FTSE Global All Cap Index was up 3.01% and the Portfolio up 3.46% for a positive alpha of 0.45%. There are no changes this month.
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International 20 Performance for End August 2026
The FTSE Global All Cap Index was up 3.01% and the Portfolio up 0.61% for a negative alpha of -2.40%. There are no changes this month.
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USA 20 Performance for End August 2026
The portfolio was up 3.06% and the S&P 500 2.72%, for a positive alpha of 0.34%. There are no changes this month.
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Australian Performance for End August 2026
The Benchmark was up 1.54% on buying of resources and healthcare. Our model was up 0.88%, lagging -0.67%, in spite of strong resources, due to a crunch…
 • The Savvy Yabby Report

August 2026

Global 25 Performance for End July 2026
The FTSE Global All Cap Index was down -0.69% and the Portfolio up 6.13% for a positive alpha of 6.82%. There are no changes this month.
 • The Savvy Yabby Report
International 20 Performance for End July 2026
The FTSE Global All Cap Index was down -0.69% and the Portfolio up 4.77% for a positive alpha of 5.47%. There are no changes this month.
 • The Savvy Yabby Report
USA 20 Performance for End July 2026
The S&P 500 up 0.195 and the Portfolio up 3.56% for a positive alpha of 3.37%. There are no changes this month. We include the full trading history and…
 • The Savvy Yabby Report
Australian Performance for End July 2026
It was a positive month overall, with the Benchmark surging 2.26% on buying of financials. Our model was up 1.44%, lagging -0.82% on relative weakness…
 • The Savvy Yabby Report
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