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Aug 25, 2026
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6 min read
What Kevin Warsh’s first Jackson Hole test can tell us about markets, leadership, and how credibility is built
Aug 18, 2026
5 min read
What Home Depot’s unusual CEO handoff reveals about risk, redundancy, and the protection you may already have
Aug 11, 2026
A Chicago AI hackathon reminded me that big questions only become useful when they get specific enough to act on
Aug 4, 2026
Why evidence that challenges our preferred outcome has to work harder to convince us
Jul 28, 2026
Why a good outcome does not always validate the story behind it
Jul 21, 2026
7 min read
The real risk of time away begins when you jump back in without checking what changed
Jul 14, 2026
What trading, parenting, and building something new have taught me about uncertainty
Jul 7, 2026
It wasn't in the market. Plus weak jobs data, Cisco's technical setup, and why position sizing applies to life
Jun 30, 2026
Markets recovered, Apple broke a key level, and why the smartest investors revisit their assumptions before H2
Jun 23, 2026
Jalen Brunson, trading setups, and the hidden cost of trying to be someone else
Jun 16, 2026
Anthropic pulled Fable 5 and Mythos 5 access overnight. It got me thinking about invisible dependencies, plus two trade ideas and a Fed week preview
Jun 9, 2026
SpaceX. The World Cup. And why the crowd often pays the most when belief is highest
