§ The record — what the desk has written

Research, theses & memos

Numbered theses, market-structure breakdowns, and the occasional mean essay — published on Substack, indexed here. Each card opens the full piece. Not trading? Rabbit Holes →

Nº 01NOV 06, 20244 Years in Markets + 21 Years of Life: Lessons on Preventing Bad Decisions & Making Better OnesOn preventing bad decisions, building resilience, managing stress, sometimes doing the contradictory, and applying market insights to life’s naturally occurring challenges.

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