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Microsoft (sort of) Found a Bunch of Money
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Attention flow > Cash flow
Oct 14, 2025
6
Taylor Swift, Weird Options Trades, and Suspiciously Good Timing
Jan 16
6
Young People Aren't Betting the House—You Already Took the House
Jan 2
5
1
The $100 Billion Month
Oct 14, 2025
5
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CEOs Are Just as Bad at Stock Picking as You Are
The enduring Wall Street belief that insiders must know something.
Aug 10
Cutesy Financial Engineering
Financial magic tricks you won't hear about until it's too late.
Jul 31
1
Revenue is for Losers
Amazon makes $747 Billion. SpaceX makes $18 Billion. They're worth exactly the same.
Jun 18
2
Buying Your Own BS
How companies move cash from their left pocket to the right pocket and call it "revenue."
May 12
2
1
The Beautiful Stupidity of Buying the Future
Maybe the worst thing you can do for your returns is to actually care about the company?
Apr 28
2
1
The Market No Longer Thinks a Crash Means the End
It's politically unacceptable for the stock market to go down.
Apr 21
1
1
Put Away the Spreadsheet, We Are Doing Psychology Now
You do not need a viable business if you can capture the attention of bored day traders.
Apr 15
3
1
The Inescapable Physics Of Going Public
I asked ChatGPT the meaning of life and it sold me a mattress.
Apr 13
2
Markets Are About to Become Way Too Efficient
Why “buy what you know” could be the last strategy standing.
Mar 2
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Disclosable
Examining the gap between how markets work and how people think they work.
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