Where the Market Breaks (And Where I’ll Be Buying)

How the Yen Carry Trade unwind could create forced selling—and how I’m positioning to exploit the mispricing

Why It Pays to Be Tone Deaf (Especially Right Now)

How the attention economy hijacks your time horizon—and leads to bad decisions

The Feedback Problem in Investing

The Case for Beating the Market

What most people get wrong—and why the opportunity still exists

The Few Assets That Actually Matter

Why leverage is about structure, not effort

What Does Trump Know About Investing?

The overlooked strategy behind his biggest deals

Every Investor Plays a Different Game

Capital, scale, and attention create invisible layers of opportunity in the market.

When the Best Investment Isn’t the Highest ROI

Why efficiency and scale are often in tension

How to Set Your Kids Up for Generational Wealth

Using time and compounding to change your child’s financial trajectory.

The Illusion of Daily Measurement

Why You Can't See Compounding Day-to-Day

The Waiting Season

What Real Investors Do Between Deals

The Simple Machines of Wealth

Why every return amplifier comes with a tradeoff

Trust Is the Real Currency of Investing

The “Boring” Investment That Gives You an Instant 36% Return

The simple tax math that supercharges your compounding

Black Swans, Inverted

How to position yourself in a world of risk

Investing as Selective Sampling

How exposure to extremes drives returns

Who Is It Really For?

An observation about toys, parents, and investing

How I Evaluate Angel Investments

A framework for identifying structural advantage before underwriting execution

Why I Treat Angel Investing as a Portfolio Strategy

How small, diversified exposure to startups can improve long-term returns without blowing up your portfolio

What I’ve Been Up To Lately

How do you invest in something where most outcomes go to zero?

My Updated Stance on Bitcoin

Does Bitcoin belong in your portfolio?

Why Inflation Exists

And How Smart Investors Use It

How to Build Your First Investment Thesis

Why you need a North Star before picking any investment

A Year Since I Started

What I Learned From Publishing Stock Picks

How I’m Building My Own “All-Weather” Portfolio

My real-world version of Dalio’s uncorrelated returns