https://goodalexander.com/tags/long-form/ Recent content in long-form on goodalexander https://goodalexander.com/papermod-cover.png https://goodalexander.com/papermod-cover.png Hugo -- gohugo.io en Mon, 31 Aug 2026 17:45:00 +0000 https://goodalexander.com/posts/how-to-fix-your-life-in-6-months/ Mon, 31 Aug 2026 17:45:00 +0000 https://goodalexander.com/posts/how-to-fix-your-life-in-6-months/ A practical six-month framework built around money, health, enjoyable processes, and cutting what does not serve the larger goal. https://goodalexander.com/posts/info-capital-chaos-and-the-outside/ Sat, 29 Aug 2026 13:35:00 +0000 https://goodalexander.com/posts/info-capital-chaos-and-the-outside/ Info Capital Chaos, technocapital, simulation, and the Outside. https://goodalexander.com/posts/memory-hole/ Sun, 23 Aug 2026 17:31:00 +0000 https://goodalexander.com/posts/memory-hole/ The things that seem the most important flow through the fingers like sand. Wind blows. Amnesia dictates importance. The liminal state, waking up. The world of dreams is no different from the most consequential life events. Forgotten to preserve memory. RAM utilization is critical. Cargo Rust rebuild the mind and the disk is at capacity. You need to forget to stay sane. And yet you need to remember to escape. Escape? https://goodalexander.com/posts/sec-regulation-crypto-assets-primer/ Thu, 20 Aug 2026 16:30:00 +0000 https://goodalexander.com/posts/sec-regulation-crypto-assets-primer/ What the SEC’s proposed startup exemption, fundraising exemption, Form TR safe harbor, and state preemption would actually do. https://goodalexander.com/posts/societal-level-investment-societal-level-returns/ Tue, 18 Aug 2026 00:00:00 +0000 https://goodalexander.com/posts/societal-level-investment-societal-level-returns/ If you have societal-level investment, you are accountable for societal-level returns. https://goodalexander.com/posts/jabberwocky-babel/ Sun, 16 Aug 2026 14:32:43 +0000 https://goodalexander.com/posts/jabberwocky-babel/ Useful Gibberish Writing in the era of AI is difficult; it requires knowing and bowing to your own inadequacy in the face of the machine. Take, for example: I built a simple scoring mechanic to improve my writing. I could have done this with regard to any aspect of my life. The idea: you make a draft. You score it. You pass the criticisms back to the AI. The AI improves it. https://goodalexander.com/posts/nothing-settles-itself/ Sun, 16 Aug 2026 00:00:00 +0000 https://goodalexander.com/posts/nothing-settles-itself/ Money, capital, and the tribute you already pay. https://goodalexander.com/posts/rejected_discourse/ Wed, 08 Apr 2026 23:42:39 +0000 https://goodalexander.com/posts/rejected_discourse/ Find forbidden fruit while others starve to death trying to make the perfect fork https://goodalexander.com/posts/productivity-paradox/ Wed, 20 Aug 2025 18:21:51 +0000 https://goodalexander.com/posts/productivity-paradox/ understanding the underlying drivers of the Doom Thesis and what to do about it on a personal level https://goodalexander.com/posts/not-selling/ Fri, 29 Nov 2024 11:21:29 +0000 https://goodalexander.com/posts/not-selling/ On the fundamental role of building an economic network https://goodalexander.com/posts/murad_meta_ai_cult/ Sat, 12 Oct 2024 11:21:29 +0000 https://goodalexander.com/posts/murad_meta_ai_cult/ How the Murad Meta inevitably transitions to AI cults https://goodalexander.com/posts/ten-principles-crypto/ Thu, 10 Oct 2024 11:21:29 +0000 https://goodalexander.com/posts/ten-principles-crypto/ A year in, core qualitative evaluation principles for both own projects / investments https://goodalexander.com/posts/the-flat-circle-portfolio/ Wed, 02 Oct 2024 10:21:29 +0000 https://goodalexander.com/posts/the-flat-circle-portfolio/ Monetizing the ouroborous economy https://goodalexander.com/posts/levels-and-four-hww/ Thu, 29 Aug 2024 10:21:29 +0000 https://goodalexander.com/posts/levels-and-four-hww/ AI as a sociocultural movement that enables solo entrepreneurs and bootstrappers https://goodalexander.com/posts/story-of-taran/ Wed, 15 May 2024 11:21:29 +0000 https://goodalexander.com/posts/story-of-taran/ A short story about Kona Blue and other esoteric topics https://goodalexander.com/posts/nineteen-ninety-three/ Wed, 17 Apr 2024 11:21:29 +0000 https://goodalexander.com/posts/nineteen-ninety-three/ The end of nostalgia https://goodalexander.com/posts/the-big-whoosh/ Wed, 20 Mar 2024 11:21:29 +0000 https://goodalexander.com/posts/the-big-whoosh/ brain drain innate to how small the real AI workforce is https://goodalexander.com/posts/the-blackprint/ Thu, 28 Dec 2023 11:21:29 +0000 https://goodalexander.com/posts/the-blackprint/ how to survive and thrive in the post nation-state AI driven reality https://goodalexander.com/posts/investment-philosophy/ Tue, 12 Dec 2023 11:21:29 +0000 https://goodalexander.com/posts/investment-philosophy/ My Investment Philosophy as Best as I can explain. dfuq do I actually do A lot of people think I’m “insane” or “on drugs”, per Twitter discourse .I want to explain what I do for a living and how it all fits together. Everything Is Rigged First - I believe the market is rigged. There isn’t a printer that goes brr. Central Banks buy assets - bonds, and sometimes ETFs. Credit instruments and equities sensitive to credit rates get influenced by the daily actions of central banks. https://goodalexander.com/posts/left-curve-path/ Sat, 02 Dec 2023 11:21:29 +0000 https://goodalexander.com/posts/left-curve-path/ AI Good. Fiat Bad. What’s your plan, anon? What Is The Left Curve Most internet denizens know this meme by now… but, for reference It pays to keep it really simple. The Morpheus Bull A crypto bull market is arriving. It’s time to dial down the spiritual thought, the hobbies, the relationships. The meditations on what it means to be human. And focus on making money. Because the nature of money is changing. https://goodalexander.com/posts/simplistic-manifesto/ Mon, 20 Nov 2023 11:21:29 +0000 https://goodalexander.com/posts/simplistic-manifesto/ Why am I doing what I am doing? A direct summary of all the esoteric garbage I’ve produced. Dumbing it all down I’ve written a lot on this blog. I want to dumb it down. Speak in 10th grade English. Below I’m going to talk about what I think the dominant life strategy is, and why. Basically - it’s trying to make as much money as possible, at the intersection of crypto AI and capital markets, while living in Puerto Rico. https://goodalexander.com/posts/failed-health-plans/ Sun, 24 Sep 2023 11:21:29 +0000 https://goodalexander.com/posts/failed-health-plans/ Maybe the Optimization Bros were a little right afterall. Implementing some changes Failed Health Plans After a stretch of health excellence I made a number of changes that have taken me the wrong direction Feels Bad Man My HRV is off a cliff (89 -> 69). Deep sleep way down (1 hour 30+ -> 45 mins). Lifts and running speed going in the wrong direction (-30% across the board). Screen time way up (45 min daily average to above 2. https://goodalexander.com/posts/the-mo/ Tue, 12 Sep 2023 11:21:29 +0000 https://goodalexander.com/posts/the-mo/ channeling momentum, mojo, reading the universal mosaic Below I explore the idea of “the Mo” - or being in tune with the universe, in a useful way that allows you to take larger risks and do better work - but only in short bursts. Famous fund manager Stanley Druckenmiller has stated that the most fundamental job of a trader is knowing whether or not he has a “hot hand”. When you have a hot hand, you size up. https://goodalexander.com/posts/utility-gaps/ Mon, 21 Aug 2023 11:21:29 +0000 https://goodalexander.com/posts/utility-gaps/ What the Optimization Bros Have Wrong and How to Fix It Willpower and Capability Gaps Consider “screen time”. Every Sunday, Apple Users get our screen time report. And every Sunday we say, “You know, next week I’d love for that to be below 1 hour per day.” And - it’s seldom below 1 hour per day. This is one, quantified gap. I am bringing it up because many people are familiar to it and can relate to it. https://goodalexander.com/posts/enlightened-hedonism/ Thu, 10 Aug 2023 11:21:29 +0000 https://goodalexander.com/posts/enlightened-hedonism/ a philosophy for simple folk pursuing Faustian bargains with future Intelligence All things are either addictive, or non addictive. All activities either align with your true calling or they do not. Thus - any activity can fit into 4 quadrants Addictive and not aligned with your calling. This is the worst - examples would be injection drugs Addictive and aligned with your calling. An example would be taking uppers to go faster towards your goals. https://goodalexander.com/posts/memecraft/ Tue, 08 Aug 2023 11:21:29 +0000 https://goodalexander.com/posts/memecraft/ One man’s screen time is another man’s profit. Mental models and tools of a digital samurai. Screentime Check I’m sure you’ve experienced the same thing I have. Sunday comes around. Apple displays your weekly screen time. And you ask, “Wait, what the f*ck? How did I spend so much time on my iPhone? What was I thinking?” And, you probably know at some level, you weren’t thinking. And that was the entire point. https://goodalexander.com/posts/asylum-sidepots/ Sat, 05 Aug 2023 11:21:29 +0000 https://goodalexander.com/posts/asylum-sidepots/ Escaping the socio-spiritual prison from the starting position of a speculator Sidepots in the Asylum When I started trading, I was in it for money and pride. My father lost a lot of money starting a hedge fund and we lost our house when I was a kid. I got into trading as some kind of redemption arc. My father is a renegade. He viewed markets as a way to escape the simulation. https://goodalexander.com/posts/vision-of-future/ Sat, 29 Jul 2023 11:21:29 +0000 https://goodalexander.com/posts/vision-of-future/ A hypothetical exploration of the world we are heading towards There have been 3 major technology shifts since 2022. The market has weighted one much higher in terms of valuation - Artificial Intelligence. But a second, more subtle shift was the launch of the MetaQuest Pro and improvement of visual tracking in Virtual Reality. A third, and final tech change is the rise of ZK technology in cryptocurrency enabling highly scalable, verifiable and largely anonymous currency transactions. https://goodalexander.com/posts/the-binary-ark/ Mon, 17 Jul 2023 11:21:29 +0000 https://goodalexander.com/posts/the-binary-ark/ An exploration into accelerationist extremism and its logical conclusions Below I’m going to get into some very pragmatic behavior modifications that could follow logically from accelerationist beliefs. Advances in AI, and biotechnology make it seem likely there will be substantial medical breakthroughs in our lifetime. However - I do not think these breakthroughs - which will include genetic modification of children, and live therapies - will be distributed to society. Even more - I think developments will be kept secret. https://goodalexander.com/posts/withering-trader-primer/ Fri, 14 Jul 2023 11:21:29 +0000 https://goodalexander.com/posts/withering-trader-primer/ the Last Samurai, Darth Vader, the world of entertainment bleeding into the world of things “There are only two industries. This has always been true….There is the industry of things, and the industry of entertainment….After people have the things they need to live, everything else is entertainment. Everything.” ― Neal Stephenson, The Diamond Age: Or, a Young Lady’s Illustrated Primer Now that I’ve spent some more time in the weeds with LLMs as applied to capital markets, I have some reflections about what the building blocks are, how things are likely to play out as well as how I’m going to position myself. https://goodalexander.com/posts/stress-zero/ Sun, 09 Jul 2023 11:21:29 +0000 https://goodalexander.com/posts/stress-zero/ how to use CBT augmented with accelerationist religious fanaticism to improve your work performance Atheism is a Base Case But Its Vibes are Not Immaculate Below I’m going to talk about Stress Zero - an approach I use to actively cut my stress levels to zero on a daily basis. Usually before sleep, or at night time. But sometimes, in the morning. Fundamentally Stress Zero supercharges CBT with religious zealotry to immediately kill all your bad feelings. https://goodalexander.com/posts/retrofixation/ Sat, 08 Jul 2023 11:21:29 +0000 https://goodalexander.com/posts/retrofixation/ naming negative nostalgia. exploring clarity in a world with infinite RAM Naming the Culprit A single concept applies to bad investing, bad decision making, and bad feelings. The idea is living in the past. I began exploring this concept by speaking to my friend Kyla about nostalgia, and its role in Brexit, the election of Donald Trump, guys who only eat meat, luddite behavior, and economic desperation. She recorded a video about it here https://goodalexander.com/posts/consciousness-as-a-building-block/ Thu, 06 Jul 2023 11:21:29 +0000 https://goodalexander.com/posts/consciousness-as-a-building-block/ the subject synthesizes various life experiences, failures and ideas into a singular life philosophy revolving around consciousness Consciousness forms a universal building block of existence. In moments of profound exertion, when I am at my best - I experience this vividly. A “flow state” - a peak experience, is defined by a feeling of ‘the universe flowing through me’. Many people experience this when using psychedelics. When the ego dissolves, you can interact with the base layer of reality. https://goodalexander.com/posts/firing-myself-p2/ Wed, 05 Jul 2023 11:21:29 +0000 https://goodalexander.com/posts/firing-myself-p2/ minimum viable execution marching towards the singularity Minimum Viable Execution Below I want to outline the list of Diet, Exercise, Mental Health and Personal Automation tactics I’m implementing until at least January 5 2024. This post is meant to be an addendum to my previous post “Firing Myself” where I zone in specifically on Personal Automation tactics. That post, in a nutshell, talked about how to use AI tools like GPT4 to make better regular decisions with less energy. https://goodalexander.com/posts/firing-myself/ Sun, 02 Jul 2023 11:21:29 +0000 https://goodalexander.com/posts/firing-myself/ deprecating Alex 1.0, applied accelerationism, ego death with a postgres backend Encountering the Power of AI in Financial Decisions Algorithms from social media platforms like TikTok and Instagram, along with the whole digital marketing industry, work non-stop to hook us on products and services that aren’t good for us. AI differentiates itself from Tech 1.0 by giving users the power of algorithms to improve their lives, rather than be victimized by them. https://goodalexander.com/posts/cracks-in-the-fishbowl/ Thu, 20 Apr 2023 18:21:51 +0000 https://goodalexander.com/posts/cracks-in-the-fishbowl/ a reflection on Nietzsche, Artificial Intelligence, goldfish, and new Gods “God is dead. God remains dead. And we have killed him. How shall we comfort ourselves, the murderers of all murderers? What was the holiest and mightiest of all that the world has yet owned has bled to death under our knives: who will wipe this blood off us? Is not the greatness of this deed too great for us? Must we ourselves not become gods simply to appear worthy of it? https://goodalexander.com/posts/letsgo/ Thu, 20 Apr 2023 18:21:51 +0000 https://goodalexander.com/posts/letsgo/ Ideas expressing weakness in US equities relative to ROW this week Last Week Last week’s performance was +1.25%, unlevered had you traded this blog post on the open Monday and held til Friday Source: Last Week’s Write Up . Full breakdown at a trade level here. Download Big tech and the virus acceleration were separated from the political narrative. I think it is notable that the basket titled “Green Old Deal” was the top performer, with big up moves in Uranium stocks throughout the week. https://goodalexander.com/posts/tokyo-swerve/ Wed, 12 Oct 2022 11:21:29 +0000 https://goodalexander.com/posts/tokyo-swerve/ extreme FX and interest rate volatility paints a picture of 2 very different worlds. which shall we step into? Let’s start with a question. If Japan has rock bottom risk-free rates, shouldn’t its companies command higher multiples? Shouldn’t Japan be a global hub of innovation - because low rates and structural deflation allow for investment in growth? To the first question - Japanese companies certainly do not command higher multiples. Japan’s TOPIX Index has a forward PE ratio is 12, while it has a 30-year bond yield of 1. https://goodalexander.com/posts/postulates-on-financial-speech/ Tue, 20 Sep 2022 11:21:29 +0000 https://goodalexander.com/posts/postulates-on-financial-speech/ Previously I wrote about the evolution of media and how it ends in a poorly defined digital Colosseum. Here I write in detail about how/ why that Colosseum will entail the creation of financial eSports Financial markets are unique from politics, science, or other arenas of the media because they are accompanied by Timeseries. For the most part these timeseries consist of a price which implies a value (i.e. what you’re paying the price for) and an expectation (what that price implies - relative to historical prices, relevant comparables, consensus values and so forth). https://goodalexander.com/posts/entering-phase-seven/ Sun, 14 Aug 2022 11:21:29 +0000 https://goodalexander.com/posts/entering-phase-seven/ one last musing before the descent into the digital colosseum Digital assets and the political media have wrapped around each other, a double helix of increasingly epic proportions. It has not always been like this, but a glimpse of where we are today, before discussing the portal that’s opened behind my casomputer chair that I am about to step through - Central bankers posting their thoughts on the daily to the derision of random armchair Austrian economists on the internet. https://goodalexander.com/posts/discussion-on-asset-price-movement/ Fri, 24 Jun 2022 11:21:29 +0000 https://goodalexander.com/posts/discussion-on-asset-price-movement/ A 35 point summary of how I define speculation, its 6 core components and thoughts around implementation Investors are not traders. Investors focus on the capital return potential of assets, adjusted for a discount rate. Traders focus on capturing the movement of assets. An investor may trade, to swap into a more appealing capital return or asset. But a trader would rarely invest - as that would suppose capital returns made up a higher percentage of an asset’s return profile than its movement. https://goodalexander.com/posts/absurdity-supercycle/ Sun, 20 Feb 2022 11:21:29 +0000 https://goodalexander.com/posts/absurdity-supercycle/ reflections on recent price action, ARK investments, Palantir, and crypto https://goodalexander.com/posts/the-nigeria-template/ Sun, 20 Feb 2022 11:21:29 +0000 https://goodalexander.com/posts/the-nigeria-template/ migration crises lead to populism lead to asset confiscation leads to crypto going up https://goodalexander.com/posts/common-stocks-uncommon-profits/ Fri, 20 Apr 2018 18:25:51 +0000 https://goodalexander.com/posts/common-stocks-uncommon-profits/ Common Stocks and Uncommon Profits gets frequently recommended to me by top performing equity managers. It’s 15 rules for evaluating growth stocks. I read it and summarized it. Summary Rote changes in revenue and earnings are less interesting than their quality and repeatability. Invest in a company with capable, honest and adaptive management entering an under penetrated market that invests its resources in such a way to give it optionality into new spaces.