A diary recording my ventures into the overlooked corners of the investment world.
I am a full-time market participant and writer. My focus is on old-economy businesses: shipping, mining, and banking. Regionally, I prefer emerging markets, with an emphasis on LatAm.
I write about how insights from diverse disciplinesโhistory, mathematics, psychology, etc.โcan enhance fundamental equity research.
A dissident's guide to modern urban progressive life through sarcasm, memes, and data.