The market rewards patience and punishes self-deception. This site exists to make both harder to avoid.

If you're here, you already know me — or someone thought you should. This isn't advertised, and I intend to keep it that way. What you'll find is a window into my work and an honest record of my decisions — for the people in my circle, and as a mirror for myself. A place to stay accountable to my thesis and question it when the evidence demands it.