Newsletter Thoughts

the farmer’s almanac for investing

Exponential Wealth: Centuries of Stock and Bond Returns free PDF · 380 pp. In 1976, Roger Ibbotson and Rex Sinquefield…

2 weeks ago

Moontower #331

Note of an Instagram Experiment I’m trying something new that has become much easier with Meta’s personal AI assistant Muse:…

2 weeks ago

vibey vs discrete trades

At the Robinhood Summit last week, Mat Cashman and I hosted a “Trading Lab” emphasizing that options are surgical tools.…

3 weeks ago

2 option ideas from the Robinhood Summit 2026

Mat Cashman and I did a teach-in session to a large audience of conference-goers who use options. Here’s one idea…

3 weeks ago

academic acceleration

One of my close friends runs an advisory for HS students applying to college. He wrote this guest post years…

3 weeks ago

Moontower #330

In this issue: academic acceleration wrapping up Kelly option topics from the RH Summit game and food recs Friends, One…

3 weeks ago

Taylor Expansion — Cheatsheet

Stand at one spot on a curve, measure everything you can there, and use those measurements to guess the height…

4 weeks ago

soulcraft

My second favorite thing after a piece of art, writing, music, movie, and sport that I love is watching someone…

4 weeks ago

Moontower #329

In this issue: soulcraft grab a coffee and derive this with me Friends, My second favorite thing after a piece…

4 weeks ago

Kelly Criterion — Cheatsheet Derivation

Kelly Criterion — Cheatsheet Derivation Step 1 One Period Expectancy E = pB − q where p = win probability,…

1 month ago