Interactive Brokers as a Tech Platform
Plus! Structure; AI and Creativity; Yield; Small Caps; Retrades
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Momentum, Intellectual Humility, and Missing Pieces of the Model
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Longreads + Open Thread
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The Economics of Trade Rags
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In Defense of Failing Upward
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A Theory of Grift
Read this article →Plus! Buy The Change You Wish to See in the World; Schmuck Insurance; Uncertainty; Block Trading; Ads
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Longreads + Open Thread
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Advanced Portfolio Management: The Asymptote for Turning Investment Ideas Into Money as Efficiently as Possible
Unlock Premium to read this post →Plus! Google and Amazon Fight Over Where in the Stack the AI Lives; Comparative Advantage; Portfolio Adjustments; Cyclical Sub-Industries; The Costs and Benefits of Menu Items
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Tech/Finance Skill Convergence
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Spiky and Meta Generalists
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Why Does Any Company Own its Corporate Headquarters?
Become a member to gain access →Plus! The Noise Election; Automation; Complementary Businesses; Talent Cycles; The Mechanics of Regulatory Moats
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Longreads + Open Thread
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