Annual Reflection 24/25: To Strive or not to Strive?

At the start of 2024, I remember saying that I wanted to bed processes down and establish better routines. In other words, I didn’t feel the need to push the boat out too much—I wanted to focus on consolidation. It’s funny, then, that when I review the year, I feel sombre because I’m not sure … More Annual Reflection 24/25: To Strive or not to Strive?

Lucky Father

Before fatherhood I did not feel lucky Fortunate perhaps Loved of course But not lucky Little man in arms The wonders of creation are unfolding in front of my eyes Inquisitive gaze Gleeful smile Pure instinct at every turn With Rumi The self doubt as faded Belly Laughter Tears of joy Transmuting trust and instinct … More Lucky Father

Chris Cole on derivatives, volatility, market structure and regime change

Really enjoyed this Grant Williams podcast with Chris Cole. In fact, all Grant’s interviews in this series are worth listening to (more than once). There’s a lot of info I didn’t fully understand in this interview. Options and derivatives aren’t my strong point, but the interaction between these variables, volatility, monetary policy, macro and market … More Chris Cole on derivatives, volatility, market structure and regime change

A Conflict of Visions by Thomas Sowell

Another brilliant piece of work by the master, Thomas Sowell. Quite a theoretical book but an incredibly useful framework. I’ve observed numerous recent events through Sowell’s visions since I started reading the book. The ability for ideas to immediately infiltrate one’s framework and lexicon is a true hallmark of greatness. A vision is our natural … More A Conflict of Visions by Thomas Sowell