Registered Investment Advisor Scottsdale, Arizona

Blog.

Occasional written notes on markets, risk management, and how I think about long-term investing. Quiet on purpose, filled when there is something worth reading.

A word on why this section is short

I am not going to fill this section with generic finance posts. When I write something, it is because I believe it changes how you would think about your money. That does not happen weekly, and I would rather this page be quiet than filler.

Currently on the shelf

  1. Philosophy

    Perfect math, wrong problem.

    Nobel Prizes don't move markets. Liquidity does.

    5 minute read

I'm writing more. A research white paper is in the queue. If you want to be told when the next piece lands, ask.