Words on money,
written slowly.
Fooled by Randomness: The Ideas That Change How You See Money, Success and Luck
A reader's journal on Nassim Nicholas Taleb's classic, and the handful of concepts worth keeping for life.
Doing Nothing Is Something
Markets are built to make you act. News cycles, price feeds, and the small hit of excitement from pressing "sell" all push in one direction: *do something.* Yet the discipline that tends to win runs the other way.
The Loop Inside the Index: A Personal Thought on Passive Investing
A reflective essay. This is a thought, not a forecast and not investment advice. It is an idea already discussed in the industry, which I am revisiting because of the scale the phenomenon has now reached.
Richer, Wiser, Happier: Lessons from a Life of Studying the World's Best Investors
William Green spent decades interviewing some of the most successful investors alive, and Richer, Wiser, Happier distills what he learned from them.
Personal Finance Tricks to Reach Your Goals
Saving is easy to preach and hard to practice. Here's some easy tricks I use daily to actually achieve what you want.
The State of Long-Term Expectations: A Concise Reading of Chapter 12 of Keynes's General Theory
One of the greatest - yet too overlooked - passages in economic theory.
Exploiting Heterogeneous Risk Perceptions in Asset Valuation and Investment Strategy
Risk is not an absolute quantity — it is a subjective construct, and this subjectivity is where opportunity lives. A personal synthesis, from theory to practice.
From Thought to Reality: Lessons from a Family Business Turnaround
A personal example of what Napoleon Hill wanted us to know in his "Think and Grow Rich".
A Walk Through a New Neighborhood: A Personal Attempt to Understand Real Estate
A house is rarely just a house: you're buying a complex system whose future value depends on forces that extend far beyond the property itself.
The Subjectivity of Risk and the Multiplicity of Asset Prices
Risk is not an objective property of an asset. It emerges from the interaction between an asset and a particular individual. If risk is shaped by horizon, circumstances, preferences, beliefs, and skin in the game, then value itself cannot be universal. Different investors do not merely see different prices. They inhabit different risks.