@DMTCapital writing about anything vaguely related to markets/ the world around me / personal experiences.
I like markets. I also like reason. Jumping here and there, falling down rabbit holes on topics about the world around me.
Value Punks provides insightful deep dives on international equities, driven by rigorous bottom-up research.
A generalist exploring the building blocks of investing, technology and society. My goal is to write evergreen content to help you sleep better at night, spark your curiosity and understand big trends before the crowd does.
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Original insights and ideas on the key trends and challenges shaping our world: deglobalization, decarbonization, debt, and demographics.