wknd notes: Never Underestimate America
November 17, 2024
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wknd notes: Every Financial Asset Price is Wrong
November 10, 2024
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wknd notes: There is No Prize for 2nd Place
November 01, 2024
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wknd notes: Waiting for the Election
October 27, 2024
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wknd notes: What Real Progress Looks Like
October 20, 2024
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wknd notes: A Persian Revolution
October 13, 2024
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wknd notes: Peace Through Strength
October 05, 2024
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wknd notes: near-term pain for long-term gain
September 28, 2024
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wknd notes: no summit lives eternal
September 22, 2024
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wknd notes: Innovation, invention, risk taking, entrepreneurialism
September 14, 2024
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wknd notes: the first stage of our post-pandemic inflationary cycle drawing to a volatile close
September 07, 2024
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wknd notes: want to make a grown nerd cry?
August 29, 2024
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wknd notes: the sound of silence
August 22, 2024
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wknd notes: managing extreme uncertainty
August 15, 2024
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wknd notes: humans sell low and buy high
August 08, 2024
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wknd notes: implicitly and explicitly short volatility
August 04, 2024
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wknd notes: so many possible new worlds
July 28, 2024
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wknd notes: combining loosely related things, triangulating, blending ideas, philosophies, techniques
July 21, 2024
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wknd notes: The One Risk You Can't Mitigate Is A Big Market Gap
July 14, 2024
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wknd notes: The Grand Teton
July 07, 2024
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wknd notes: Leaders Are Built Not Born
June 30, 2024
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wknd notes: The Oracle
June 23, 2024
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wknd notes: Finding Inspiration in the Elements
June 16, 2024
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wknd notes: The Role of Fate
June 09, 2024
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wknd notes: Dawg is Nosebleed Long
June 02, 2024
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wknd notes: The Importance of Standing Up
May 25, 2024
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wknd notes: Our Founding Principles
May 19, 2024
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wknd notes: A Risk Window Has Opened
May 05, 2024
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wknd notes: One Less Time, One Last Time
April 28, 2024
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wknd notes: A Little Planet Tearing Itself Apart
April 21, 2024
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wknd notes: The S&P 500 Would Have Gapped 3% Lower On Iran Attacks
April 14, 2024
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wknd notes: America's White-Haired Assassin
April 07, 2024
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wknd notes: The Illusion of Certainty
March 23, 2024
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wknd notes: Asia's Growing Dynamism
March 17, 2024
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wknd notes: The Summit of 25 Short
March 10, 2024
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wknd notes: The Biggest Institutions Have Barely Even Started To Build Their Long Crypto Positions
March 03, 2024
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wknd notes: Master Sergeant
February 25, 2024
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wknd notes: Life is Good
February 18, 2024
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wknd notes: Top Down Investing
February 11, 2024
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wknd notes: We've Been Looking for the Enemy
February 04, 2024
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wknd notes: The Curious Case of Compounding
January 28, 2024
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wknd notes: Stress is an Earned Privilege
January 21, 2024
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wknd notes: Lit Like A Solar Flare
January 14, 2024
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wknd notes: Apex Predators
January 07, 2024
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wknd notes: The Mountain Never Ends
December 31, 2023
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wknd notes: Igniting Imagination
December 24, 2023
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wknd notes: What it Takes to Win
December 16, 2023
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wknd notes: Life in the Desert
December 10, 2023
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wknd notes: Applying Combat Principles to Investing
December 02, 2023
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wknd notes: Finding Strength in Humility
November 26, 2023
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wknd notes: A Bitcoin ETF
November 19, 2023
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wknd notes: We Never Change
November 11, 2023
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wknd notes: Maybe Something Orwellian
November 05, 2023
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wknd notes: Fighting on Two Fronts
October 22, 2023
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wknd notes: Humanity Pays its Risk-Takers
October 22, 2023
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wknd notes: Benefit of the Doubt
October 15, 2023
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wknd notes: Hunting for Opportunities
October 08, 2023
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wknd notes: Twelve Hours Ahead, Running Behind
October 01, 2023
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wknd notes: Lessons in Leadership
September 23, 2023
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wknd notes: Dividing Economic Spoils
September 17, 2023
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wknd notes: Disruption, Destruction, Adaptation, Outperformance
September 03, 2023
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wknd notes: Tectonic Shifts
August 27, 2023
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wknd notes: Throwing The Bones
August 20, 2023
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wknd notes: Quantum Mechanics, Mysterious Phenomena, Markets
August 13, 2023
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wknd notes: Turning Potential Tragedy Into Opportunity
August 06, 2023
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wknd notes: The Illusion of Certainty
July 30, 2023
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wknd notes: Getting Off The Grid
July 23, 2023
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wknd notes: Leaning Against The Crowd
July 16, 2023
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wknd notes: Shifting From Capital to Labor
July 09, 2023
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wknd notes: Information Sufficiency in the Art of Investing
July 02, 2023
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wknd notes: The Longing for Honor and Renown
June 24, 2023
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wknd notes: So why not just rip off the Band-Aid and raise rates today?
June 17, 2023
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wknd notes: The Resolute Desk
June 03, 2023
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wknd notes: Life of a 4th Child
May 28, 2023
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wknd notes: Sports, Work, Life
May 21, 2023
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wknd notes: U.A.E. Trip Notes
May 14, 2023
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wknd notes: Navigating the Decade Ahead
May 07, 2023
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wknd notes: Our Need For Worthy Competitors
April 30, 2023
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wknd notes: Rapid Unscheduled Disassembly
April 23, 2023
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wknd notes: Celebrating Those Rare Dissenters
April 16, 2023
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wknd notes: Life's Greatest Risks Emanate From Within
April 09, 2023
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wknd notes: What Will We Wish We Had Started Building?
April 02, 2023
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wknd notes: John Galt's Engine
March 26, 2023
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wknd notes: The Bigger the 'Big' in 'Go Big'
March 19, 2023
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wknd notes: The Billionaire's Bank
March 13, 2023
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wknd notes: Central Bank Losses
March 06, 2023
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wknd notes: Coinbase acquires One River Digital - announcement
March 03, 2023
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wknd notes: Impossible to Comprehend
February 27, 2023
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wknd notes: Magic, Mysteries, Sublime Wonder
February 20, 2023
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wknd notes: Not So Soft Landings
February 05, 2023
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wknd notes: Ideas in Energy Transition
January 29, 2023
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wknd notes: What Our Google Searches Say About Us
January 22, 2023
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wknd notes: Quotes That Didn't Make It
January 14, 2023
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wknd notes: Squeezing Scarce Resources
January 12, 2023
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wknd notes: Humanity's Remarkable Experiment
January 08, 2023
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wknd notes: The Mountain Never Ends
January 01, 2023
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wknd notes: Like a Solar Flare
December 25, 2022
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wknd notes: Pray Nothing Happens Until January
December 18, 2022
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wknd notes: One Team
December 11, 2022
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wknd notes: Little Details from Traumatic Scenes
December 04, 2022
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wknd notes: Don't Over Think Things
November 27, 2022
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wknd notes: Equilibrium is an Illusion
November 20, 2022
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WKND NOTES: CREATIVE DESTRUCTION. INNOVATION.
November 14, 2022
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WKND NOTES: ASPIRING TO BECOME OUR BEST SELVES.
November 06, 2022
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WKND NOTES: A FRAYED KNOT
October 30, 2022
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wknd notes: Hunting for Opportunities
October 23, 2022
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wknd notes: Game Time!
October 16, 2022
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wknd notes: Taking Reckless Risk
October 09, 2022
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wknd notes: The Long Painful Process Has Just Begun
October 02, 2022
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wknd notes: Never Become Such A Man
September 25, 2022
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wknd notes: The Industrial Age is Ending
September 18, 2022
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wknd notes: Fill-or-Kill
September 11, 2022
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wknd notes: Julian Lucas McRandal
September 04, 2022
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wknd notes: Training to Win
August 28, 2022
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wknd notes: Flags
August 21, 2022
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wknd notes: Nobility In Our Struggles
August 14, 2022
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wknd notes: Defying Physics
August 07, 2022
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We're All FX Traders Now
July 31, 2022
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Innovation & Optimism
July 24, 2022
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Finding Weak Links
July 17, 2022
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Can't Happen
July 10, 2022
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No Longer Just Words On Paper
July 03, 2022
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Enter Marcel Kasumovich
June 26, 2022
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Leveraged-Carry and Buy-and-Hold Investing is Behind US
June 19, 2022
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The Instability of Things
June 12, 2022
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Going to be a Hot Summer
June 05, 2022
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Defending our safe haven
May 29, 2022
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Dressed in Overalls and Looks Like Work
May 22, 2022
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Gravitational Forces in Financial Markets
May 15, 2022
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Create Money, Buy Bonds, Burn Them
May 10, 2022
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Without a Safety Net
May 08, 2022
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There's Time To Rest When You're Dead
April 24, 2022
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The Standard Model Has Broken
April 10, 2022
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Get Me Someone Strong
April 07, 2022
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The Opposite of Mean Reversion
April 03, 2022
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The Case for Quantum Change (redux)
March 27, 2022
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Prussian Generals
March 20, 2022
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What We Are Willing To Pay
March 14, 2022
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We Demand Of Our Leaders
March 07, 2022
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The Great Transition
February 27, 2022
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Until One Day The Bottom Falls Out
February 19, 2022
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The Beauty of Lyrics
February 15, 2022
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Examining All Possibilities
February 06, 2022
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Our Highest Calling
January 30, 2022
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Oxygen, Heat, Fuel
January 23, 2022
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Bode Miller Style
January 16, 2022
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Unmooring the Center
January 09, 2022
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Reinventing Ourselves
January 09, 2022
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The Mountain Never Ends
January 02, 2022
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The Ten Superpowers
December 26, 2021
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Project Hamilton
December 19, 2021
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Exploring Preconditions
December 12, 2021
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Time To Retire Transitory
December 05, 2021
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Don’t Overthink This, Just Jump
November 28, 2021
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In Pursuit of an Interesting Life
November 21, 2021
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Conjuring the Creative Spirit
November 14, 2021
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A Capitalist Economy is a Ponzi Scheme
November 07, 2021
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Great Investments Close Gaps
October 31, 2021
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Time To Taper
October 24, 2021
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Young and Broke
October 17, 2021
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Hunting The Weak
October 10, 2021
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The World Belongs To Those Who Let Go
October 03, 2021
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An Interesting Life
September 26, 2021
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Dependent Perspectives
September 19, 2021
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The Case for Quantum Change
September 12, 2021
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Building Trust
September 05, 2021
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The Case For Digital Assets
August 29, 2021
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The Greatest Opportunities
August 15, 2021
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Biding Your Time
August 08, 2021
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Re-Imagining the Power of Fiat
August 01, 2021
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Learning to Take a Profit
July 25, 2021
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Goodhart's Law
July 18, 2021
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A Thing For Numbers
July 11, 2021
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Telling Opportune Times From All The Others
July 04, 2021
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Unidentified Aerial Phenomena
June 27, 2021
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Producing Lines For A Living
June 13, 2021
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Racing Towards a New Form of Human Reality
June 06, 2021
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Memorial Day
May 30, 2021
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The Ferocious Beauty of Truly Free Markets
May 23, 2021
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Forward Guidance
June 20, 2020
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wknd notes: Conceptually it’s Easy. Practically it’s hard.
January 01, 1970
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