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Notes on business, markets,
and decision making

I write about markets and investing because writing is how I learn. Putting an idea into words forces me to examine it more honestly than I would in my head.

This site is a collection of those attempts.

If you’re new here, these three pieces are a good place to start:

The Game You're Actually Playing Risk and Permanent Loss Recursion and Learning

Current Projects

A few tools and experiments I’m working on. Each card opens the latest version.

UltraIQ Dashboard

Live

On-chain analytics for Ultra's ecosystem - tracking wallets, contracts, and treasury flows.

Joel Greenblatt Stock Screener

Beta

A fundamental screener inspired by Greenblatt's Magic Formula, ranking stocks by Earnings Yield and Return on Tangible Capital.

Notes on business, markets,and decision making

Current Projects

UltraIQ Dashboard

Joel Greenblatt Stock Screener

Notes on business, markets,
and decision making