markets

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 …

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 …

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 …

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 - …

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 …

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 …

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 …

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 …

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 …

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 …