wknd notes: The Illusion of Certainty
March 23, 2024
Read more
wknd notes: Asia's Growing Dynamism
March 17, 2024
Read more
wknd notes: The Summit of 25 Short
March 10, 2024
Read more
wknd notes: The Biggest Institutions Have Barely Even Started To Build Their Long Crypto Positions
March 03, 2024
Read more
wknd notes: Master Sergeant
February 25, 2024
Read more
wknd notes: Life is Good
February 18, 2024
Read more
wknd notes: Top Down Investing
February 11, 2024
Read more
wknd notes: We've Been Looking for the Enemy
February 04, 2024
Read more
wknd notes: The Curious Case of Compounding
January 28, 2024
Read more
wknd notes: Stress is an Earned Privilege
January 21, 2024
Read more
wknd notes: Lit Like A Solar Flare
January 14, 2024
Read more
wknd notes: Apex Predators
January 07, 2024
Read more
wknd notes: The Mountain Never Ends
December 31, 2023
Read more
wknd notes: Igniting Imagination
December 24, 2023
Read more
wknd notes: What it Takes to Win
December 16, 2023
Read more
wknd notes: Life in the Desert
December 10, 2023
Read more
wknd notes: Applying Combat Principles to Investing
December 02, 2023
Read more
wknd notes: Finding Strength in Humility
November 26, 2023
Read more
wknd notes: A Bitcoin ETF
November 19, 2023
Read more
wknd notes: We Never Change
November 11, 2023
Read more
wknd notes: Maybe Something Orwellian
November 05, 2023
Read more
wknd notes: Fighting on Two Fronts
October 22, 2023
Read more
wknd notes: Humanity Pays its Risk-Takers
October 22, 2023
Read more
wknd notes: Benefit of the Doubt
October 15, 2023
Read more
wknd notes: Hunting for Opportunities
October 08, 2023
Read more
wknd notes: Twelve Hours Ahead, Running Behind
October 01, 2023
Read more
wknd notes: Lessons in Leadership
September 23, 2023
Read more
wknd notes: Dividing Economic Spoils
September 17, 2023
Read more
wknd notes: Disruption, Destruction, Adaptation, Outperformance
September 03, 2023
Read more
wknd notes: Tectonic Shifts
August 27, 2023
Read more
wknd notes: Throwing The Bones
August 20, 2023
Read more
wknd notes: Quantum Mechanics, Mysterious Phenomena, Markets
August 13, 2023
Read more
wknd notes: Turning Potential Tragedy Into Opportunity
August 06, 2023
Read more
wknd notes: The Illusion of Certainty
July 30, 2023
Read more
wknd notes: Getting Off The Grid
July 23, 2023
Read more
wknd notes: Leaning Against The Crowd
July 16, 2023
Read more
wknd notes: Shifting From Capital to Labor
July 09, 2023
Read more
wknd notes: Information Sufficiency in the Art of Investing
July 02, 2023
Read more
wknd notes: The Longing for Honor and Renown
June 24, 2023
Read more
wknd notes: So why not just rip off the Band-Aid and raise rates today?
June 17, 2023
Read more
wknd notes: The Resolute Desk
June 03, 2023
Read more
wknd notes: Life of a 4th Child
May 28, 2023
Read more
wknd notes: Sports, Work, Life
May 21, 2023
Read more
wknd notes: U.A.E. Trip Notes
May 14, 2023
Read more
wknd notes: Navigating the Decade Ahead
May 07, 2023
Read more
wknd notes: Our Need For Worthy Competitors
April 30, 2023
Read more
wknd notes: Rapid Unscheduled Disassembly
April 23, 2023
Read more
wknd notes: Celebrating Those Rare Dissenters
April 16, 2023
Read more
wknd notes: Life's Greatest Risks Emanate From Within
April 09, 2023
Read more
wknd notes: What Will We Wish We Had Started Building?
April 02, 2023
Read more
wknd notes: John Galt's Engine
March 26, 2023
Read more
wknd notes: The Bigger the 'Big' in 'Go Big'
March 19, 2023
Read more
wknd notes: The Billionaire's Bank
March 13, 2023
Read more
wknd notes: Central Bank Losses
March 06, 2023
Read more
wknd notes: Coinbase acquires One River Digital - announcement
March 03, 2023
Read more
wknd notes: Impossible to Comprehend
February 27, 2023
Read more
wknd notes: Magic, Mysteries, Sublime Wonder
February 20, 2023
Read more
wknd notes: Not So Soft Landings
February 05, 2023
Read more
wknd notes: Ideas in Energy Transition
January 29, 2023
Read more
wknd notes: What Our Google Searches Say About Us
January 22, 2023
Read more
wknd notes: Quotes That Didn't Make It
January 14, 2023
Read more
wknd notes: Squeezing Scarce Resources
January 12, 2023
Read more
wknd notes: Humanity's Remarkable Experiment
January 08, 2023
Read more
wknd notes: The Mountain Never Ends
January 01, 2023
Read more
wknd notes: Like a Solar Flare
December 25, 2022
Read more
wknd notes: Pray Nothing Happens Until January
December 18, 2022
Read more
wknd notes: One Team
December 11, 2022
Read more
wknd notes: Little Details from Traumatic Scenes
December 04, 2022
Read more
wknd notes: Don't Over Think Things
November 27, 2022
Read more
wknd notes: Equilibrium is an Illusion
November 20, 2022
Read more
WKND NOTES: CREATIVE DESTRUCTION. INNOVATION.
November 14, 2022
Read more
WKND NOTES: ASPIRING TO BECOME OUR BEST SELVES.
November 06, 2022
Read more
WKND NOTES: A FRAYED KNOT
October 30, 2022
Read more
wknd notes: Hunting for Opportunities
October 23, 2022
Read more
wknd notes: Game Time!
October 16, 2022
Read more
wknd notes: Taking Reckless Risk
October 09, 2022
Read more
wknd notes: The Long Painful Process Has Just Begun
October 02, 2022
Read more
wknd notes: Never Become Such A Man
September 25, 2022
Read more
wknd notes: The Industrial Age is Ending
September 18, 2022
Read more
wknd notes: Fill-or-Kill
September 11, 2022
Read more
wknd notes: Julian Lucas McRandal
September 04, 2022
Read more
wknd notes: Training to Win
August 28, 2022
Read more
wknd notes: Flags
August 21, 2022
Read more
wknd notes: Nobility In Our Struggles
August 14, 2022
Read more
wknd notes: Defying Physics
August 07, 2022
Read more
We're All FX Traders Now
July 31, 2022
Read more
Innovation & Optimism
July 24, 2022
Read more
Finding Weak Links
July 17, 2022
Read more
Can't Happen
July 10, 2022
Read more
No Longer Just Words On Paper
July 03, 2022
Read more
Enter Marcel Kasumovich
June 26, 2022
Read more
Leveraged-Carry and Buy-and-Hold Investing is Behind US
June 19, 2022
Read more
The Instability of Things
June 12, 2022
Read more
Going to be a Hot Summer
June 05, 2022
Read more
Defending our safe haven
May 29, 2022
Read more
Dressed in Overalls and Looks Like Work
May 22, 2022
Read more
Gravitational Forces in Financial Markets
May 15, 2022
Read more
Create Money, Buy Bonds, Burn Them
May 10, 2022
Read more
Without a Safety Net
May 08, 2022
Read more
There's Time To Rest When You're Dead
April 24, 2022
Read more
The Standard Model Has Broken
April 10, 2022
Read more
Get Me Someone Strong
April 07, 2022
Read more
The Opposite of Mean Reversion
April 03, 2022
Read more
The Case for Quantum Change (redux)
March 27, 2022
Read more
Prussian Generals
March 20, 2022
Read more
What We Are Willing To Pay
March 14, 2022
Read more
We Demand Of Our Leaders
March 07, 2022
Read more
The Great Transition
February 27, 2022
Read more
Until One Day The Bottom Falls Out
February 19, 2022
Read more
The Beauty of Lyrics
February 15, 2022
Read more
Examining All Possibilities
February 06, 2022
Read more
Our Highest Calling
January 30, 2022
Read more
Oxygen, Heat, Fuel
January 23, 2022
Read more
Bode Miller Style
January 16, 2022
Read more
Unmooring the Center
January 09, 2022
Read more
Reinventing Ourselves
January 09, 2022
Read more
The Mountain Never Ends
January 02, 2022
Read more
The Ten Superpowers
December 26, 2021
Read more
Project Hamilton
December 19, 2021
Read more
Exploring Preconditions
December 12, 2021
Read more
Time To Retire Transitory
December 05, 2021
Read more
Don’t Overthink This, Just Jump
November 28, 2021
Read more
In Pursuit of an Interesting Life
November 21, 2021
Read more
Conjuring the Creative Spirit
November 14, 2021
Read more
A Capitalist Economy is a Ponzi Scheme
November 07, 2021
Read more
Great Investments Close Gaps
October 31, 2021
Read more
Time To Taper
October 24, 2021
Read more
Young and Broke
October 17, 2021
Read more
Hunting The Weak
October 10, 2021
Read more
The World Belongs To Those Who Let Go
October 03, 2021
Read more
An Interesting Life
September 26, 2021
Read more
Dependent Perspectives
September 19, 2021
Read more
The Case for Quantum Change
September 12, 2021
Read more
Building Trust
September 05, 2021
Read more
The Case For Digital Assets
August 29, 2021
Read more
The Greatest Opportunities
August 15, 2021
Read more
Biding Your Time
August 08, 2021
Read more
Re-Imagining the Power of Fiat
August 01, 2021
Read more
Learning to Take a Profit
July 25, 2021
Read more
Goodhart's Law
July 18, 2021
Read more
A Thing For Numbers
July 11, 2021
Read more
Telling Opportune Times From All The Others
July 04, 2021
Read more
Unidentified Aerial Phenomena
June 27, 2021
Read more
Producing Lines For A Living
June 13, 2021
Read more
Racing Towards a New Form of Human Reality
June 06, 2021
Read more
Memorial Day
May 30, 2021
Read more
The Ferocious Beauty of Truly Free Markets
May 23, 2021
Read more
Forward Guidance
June 20, 2020
Read more
wknd notes: Conceptually it’s Easy. Practically it’s hard.
January 01, 1970
Read more