Writing
Newsletter
I write Pivotal, a newsletter of long-form essays on data, markets, investing, technology, startups and more. It’s good – subscribe!
Here are some recent essays from my newsletter:
- The Economics of Data Businesses
- Minsky Moments in Venture Capital
- The Perils of Prudence
- Data in the Age of AI
- The Worst Outcome is a Mediocre Success
- Strong Opinions, Weakly Held
- How to Price a Data Asset
Older Essays
- Why Can’t We Build?
- The Accidental Investor
- When Excellence Fails
- A Fine Line Between Stupid and Clever
- The Goldilocks Theory of Trading Regimes
- The Two Cultures of Data in Investing
- APIs Are Eating the World
- So, You Want To Monetize Your Data
Threads
- Invasion!
- Alfred Winslow Jones
- Silk Ties and Suckers
- Aliens Among Us
- Software Eats Marxism
- Explaining Rentec’s Returns
- Three Decades of Bond Arbitrage
- High Frequency Macroeconomics
- Pricing Curves for Data
- How To Be An Excellent Failure
- COVID as a Quant Factor
Projects