Writing
Thinking, slowly, in public.
Subscribe via RSS ↗- 2026-04-12
Quiet as a Strategy
On the practice of doing less, and the kind of attention it asks of the people who try it.
Essay - 2026-02-22
The Decision Journal
Knowing about cognitive biases and noticing them operating in your own portfolio are different things. The discipline I've built to close that gap.
Markets - 2026-01-22
Compounding, Revisited
The compounding sermon is arithmetically correct and substantively incomplete. The version of the story that gets sold is missing the structural variables that actually determine outcomes.
Markets