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Independent investor I Full-time dad. I write about long-term investment decisions, risk, and mistakes I hope you don’t have to make.

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Issues30Foundeda year agoLast Issue7 days ago
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Latest Issues

SpaceX Is Still Private: This ETF Is the Shortcut

In a previous piece (Everyone wants in. That’s the problem), I argued that wanting to “be in the IPO” is usually a tell that something has gone wrong upstream in my personal process.

The desire comes first; the structure becomes an afterth...

7 days ago
6
1

The Monthly Recap #5 : May 2026

Welcome to The Monthly Recap #4 !

The Market That Refuses To Top

May 2026 felt like another reminder that this bull market is far from “done”, even if everyone keeps looking for the top.

From the 2022 bear‑market low, the Nasdaq is up...

14 days ago
4

HOUSE OF: SERVICENOW ($NOW)

Most investors only notice ServiceNow when the stock is in free fall.

From 2012 to early 2025, the company quietly compounded from a 2 billion IPO curiosity into a 200‑plus billion giant. Then one earnings print, one AI panic, and a few li...

17 days ago
13

The Leap of Faith in Investing

There are trades that look smart in hindsight.
And there are trades that feel kind of stupid while you are making them.

Buying Palantir around $6 fell into the second sentence. At the time, it was not a “Fintwit darling”, a consensus AI...

21 days ago
8
2

Robots Are The Show, Supply Chain Is The Trade

Humanoid robots are no longer just a futuristic idea. In BMW plants and warehouse pilots, they already look real enough for investors to care.

The videos are impressive. But that is not the point.

The real question is where the compoundin...

a month ago
15
2

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  • Asymmetric Radar

    Independent Investor & Analyst • Financial Engineering Student (senior year!) • Full-Time Dad

  • Learning.Investing.Thriving.

    Ex–Morgan Stanley & JP Morgan | Hedge Fund Vet | Now Teaching the Next Gen 20+ years in global markets. Equity trading. Hedge funds. Been there, done that. Creator of Learning.Investing.Thriving: Finance Made Simple.

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