May 18, 2026
The SPY Framework: A User’s Guide
The SPY Framework: A User’s Guide This page tells you what the bi-weekly SPY Framework posts are, what each issue…
April 21, 2026
Judgment Is The Last Thing That Scales
A behavioral economist named Alex Imas has been running experiments on why people want things — not the surface answer,…
February 21, 2026
‘Gaucho’ – What Steely Dan Can Teach You About Reading Markets
I’ve been playing drums for 45 years. Long enough to know that the rhythm section’s job isn’t just keeping time.…
January 21, 2026
When Markets Stop Rewarding Certainty
Last month, we shared a single chart of the S&P 500 and asked one question about what matters most heading…
January 14, 2026
Trading Is Not a Search for Answers
Most people approach trading as if the market is hiding something from them — a better indicator, a better model,…
