Finance & Investing
Markets, crypto, private equity, and the psychology of capital. Personal opinion, not financial advice.
7 articles
The Stock Market Feels Like Crypto Now. Here Is What I Am Actually Doing About It.
AI is rotating money through the market the way crypto did in 2017, and if you are still holding the same allocation you built three years ago, it might be time to think again.
What Financial Metrics Actually Matter Right Now (And Why I Keep Second-Guessing Myself)
Revenue growth was the gospel of 2018. Then survival was the gospel of 2022. Now everyone's betting on AI productivity that hasn't fully shown up in the numbers yet, and the S&P PE ratio suggests the market believes the story completely.
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.
VCX Fell 80%. Now I Can Actually Buy It, Here's What I'm Thinking
The fund that went from $40 to $550 and made European investors feel left out is now sitting at $113, and I found a way in through a Swiss bank.
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.
Booking Holdings After the 25-for-1 Split: Genuine Opportunity or Just Cheaper-Looking Shares?
Booking Holdings just split 25-for-1 over Easter, and somehow the internet decided the stock dropped 95%.
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.
Learn the mechanics
Learn
Two AI agents need one live memory file
If two AI coding agents share a repo but not a single mutable memory layer, the user becomes the message bus. Here is the failure mode, why it happens, and the operating model that fixes it.
Learn
The distribution map pattern: one config that drives all publishing outputs
Multi-platform publishing workflows accumulate per-platform hacks over time. The distribution map pattern replaces them with a single declarative config: topic → platform list, which becomes the source of truth for what gets generated and where it goes.
Other topics
Tech & AI
How artificial intelligence is reshaping industries, products, and the way we work, from a builder who uses it as infrastructure, not a feature.
Cars & Mobility
Used markets, EVs, depreciation, city movement, and what vehicles reveal about status, utility, and how people actually get around.
Health & Longevity
What burnout taught me, and everything I've learned since about the gym, nutrition, sleep, and the science of staying sharp for decades.
Philosophy & Ideas
Big questions, slow thinking, and books worth losing sleep over. The kind of ideas that change how you see everything else.