For the DIY investor, a guide to stock portfolio construction and active portfolio management. I openly share my portfolio details and stock market outlook. Subscribe for FREE.
I used to manage money for Wall Street banks. These days I enjoy writing about my market views and sharing my portfolio holdings and performance to help people better understand how to turn a macro framework into actionable investment ideas.
Physics, the environment and our future -- where science shapes thought
Musings of a generalist at the intersection of business, finance & tech. Read it as a blog or newsletter - plus it's free :)