Writings

Last week I sat on a panel hosted by Shannon Staton of The Collective — a group of high-net-worth individuals,…

Sting spent years playing pubs and clubs before anyone knew his name. Not showcase venues. Not industry showcases with A&R…

The SPY Framework: A User’s Guide This page tells you what the bi-weekly SPY Framework posts are, what each issue…

This morning I knew before the open what the session was likely to give me. The market was extended —…

A behavioral economist named Alex Imas has been running experiments on why people want things — not the surface answer,…

Palantir (PLTR) is down nearly thirty percent this year. The price target calling for seventy percent upside from current levels…

Every market cycle eventually runs the same test. Not whether your portfolio is diversified — most are, on paper —…

I’ve been playing drums for 45 years. Long enough to know that the rhythm section’s job isn’t just keeping time.…