Finance & Investing
Markets, crypto, private equity, and the psychology of capital. Personal opinion, not financial advice.
3 articles
The Strait of Hormuz Is Technically 'Open' — The Market Believes It, The Ships Don't
A ceasefire agreement and a 95% drop in active transits are both true at the same time — and markets are only pricing in one of them.
The AI Short I Thought of Too Late (And Why It Still Makes Sense)
A conversation with Gemini made me realise the most obvious trade of the AI era was hiding in plain sight — and it's not Nvidia.
Why I Can't Buy a Piece of OpenAI — And Why That's a Problem
VCX went from $40 to $550 in days on NYSE. I watched it from Vienna. I couldn't buy a single share — not because I don't understand the risks, but because MiFID II says no.
Other topics
Tech & AI
How artificial intelligence is reshaping industries, products, and the way we work
Health & Longevity
What burnout taught me
Philosophy & Ideas
Big questions, slow thinking, and books worth losing sleep over. The kind of ideas that change how you see everything else.
Vintage & Culture
Old electronics, 90s aesthetics, and why the past keeps winning. Secondhand markets, Vinted finds, and the objects that outlast their era.