Disclosable

Microsoft (sort of) Found a Bunch of Money

Lol

Aug 27

CEOs Are Just as Bad at Stock Picking as You Are

The enduring Wall Street belief that insiders must know something.

Aug 10

July 2026

Cutesy Financial Engineering

Financial magic tricks you won't hear about until it's too late.

Jul 31

1

June 2026

Revenue is for Losers

Amazon makes $747 Billion. SpaceX makes $18 Billion. They're worth exactly the same.

Jun 18

2

May 2026

Buying Your Own BS

How companies move cash from their left pocket to the right pocket and call it "revenue."

May 12

2

1

April 2026

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

March 2026

Markets Are About to Become Way Too Efficient

Why “buy what you know” could be the last strategy standing.

Mar 2

February 2026

A Brief History of Feeling Smart While Losing All Your Money

The real exploit isn’t financial. It’s psychological.

Feb 5

3

January 2026