markets

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 …

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 …