Writings
Written occasionally.
2026.03
The Denominator Effect
Relative returns change when you change the vantage point. Winners and losers reshuffle.
2026.03
On Building Things That Last
Grow slow. The spreadsheet behind every romantic project.
2026.02
The Patience of Chess
Plateaued at 1100. The enemy is impatience, not skill.
2026.01
Why I Read Asimov
Foundation on the page after Foundation on the screen.
2024.07
Insights from LVMH #2: The Dawn of Dior & Bernard Arnault
How a house was built and who kept the keys.
2023.05
Insights from LVMH: Traits that make its architect Bernard Arnault successful
What the record actually shows about how he operates.
2017.11
Why do ICOs continue to bring in record amounts of money?
Written at the height of it. The arithmetic still applies.
2017.09
FileCoin Analysis: Figuring out the fundamental value of cryptocurrencies
Trying to price something that insisted it couldn't be priced.
2017.08
Bitcoin is the tail that wags the dog
On what moves the rest of the market.
2016.03
Holocaust by Bullets: A Reflection
On Father Desbois and what gets remembered when it isn't filmed.
2015.11
College Reflection: Do What You Want To Do
Early advice to myself. Most of it still holds.