Market Views
Comfortable in the speculative
One of my main reasons for writing the January piece was to force the book into the open. I've delayed it, which is a tell. Writing theses is cheap. Writing what you actually own is a commitment, and I am trying to stay intellectually flexible, not married to a set of positions.
Market Views
Flickering lanterns guide my way
One of my main reasons for creating this is to force self-reflection and sharpen my own investment views. I've found writing the best way to structure my thoughts, and be forced to think them through for (even just the threat of) an external audience.
Artifacts
Esoteric investments
This is Eldritch Capital. The intention is to delve into weird, esoteric, and underexplored investment opportunities. This will involve analysis of macro, politics, philosophy, ideologies, and technologies.