Why knowing what will happen next isn’t as profitable as it seems.
Is Home Equity Fake Wealth?
On the true value of home equity and how to unlock it.
The Leaf Leafs Anyway
On intrinsic vs. extrinsic motivation and the science behind what actually leads to long-term success.
Pray for Beta, Not Alpha
Why the market’s performance matters more than your skill—and what you should actually optimize for.
The Risk You Aren’t Thinking About
What a 113-year-old Antarctic tragedy taught me about survival and my investment portfolio.
No, the Poverty Line Isn’t $140,000 a Year
On how much you need to survive in America and why market prices don’t tell the full story.
My Favorite Investment Writing of 2025
My favorite investment articles from 2025, a year of both turbulence and growth.
There is No Substitute for Thinking
On the rise of AI-assisted writing and why cognition will always be an edge.
Is This How the AI Bubble Pops?
On the obscure financial structure that could trigger the next crisis.
The One Thing My Worst Investments Had in Common
On the high price of illiquidity and how I learned this lesson the hard way.
