stray notes from markets, literature, history, and everyday life
A list of songs to be practiced and played. In the best case, an important cultural transmission takes place as my kids absorb and develop their taste. In the average case, I just have fun.
just some notes I took while things were unfolding in September and October 2008
terrain, models, and inference... the more uncertain the terrain, the less we can rely on sampling
a first attempt to disentangle the (on the surface) simple question "what is the expected return?"
Macro temperature check. June 12, 2026.
the most apt name for an investment endeavor.
i make my wife and kids listen to Between The Bars
an easy to visualize example of wild randomness
on our moral obligation to ensure our children's well-being.
In the presence of randomness, high-frequency observation obscures signal. Why Djokovic's 55% point wins reveal less than his 88% match record.
I am no stranger to you. I was born in Troy, and the blood you see is oozing from no tree...
one climbs a small mountain just to see oneself surrounded by higher mountains that await our approach
