Missives

BTC : A Framework for understanding its value.

Without earnings or yield. Why is BTC over $100K?

Sep 13 •

Why is SOL up, but UXPI down?

A quick refresher before the BOT.

Sep 11 •

BEWARE of IMPERSONATORS

The cost of even a modicum of success.

Aug 25 •

BTC, ETH, SOL... Which to choose?

A framework to consider

Aug 23 •

A quick note on CONVICTION

Resilience's little brother

Aug 22 •

On Personal Resilience

Your ultimate weapon.

Aug 16 •

Bollinger Bands and High VOL Assets

Like Oil and Vinegar

Jul 31 •

The difference between Risky and RISK.

Close cousins, but not the same thing.

Jul 10 •

Trading through a BIAS.

Is it sub-optimal?

Jul 1 •

This time is different.

The WORLD edition.

Apr 9 •

on Tariffs and Soft Power

More than meets the eye.

Feb 5 •

Life after the PIVOT

Jan 23 •

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