@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, psychology and society. I aim to write evergreen content to spark your curiosity and understanding big ideas that can transcend across different fields.
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Original insights and ideas on the key trends and challenges shaping our world: deglobalization, decarbonization, debt, and demographics.