Every week, I share what I'm thinking about — the market setups I'm watching, the business lessons I'm learning, the deals I'm evaluating. No fluff. No hype. Just what works.
Each issue takes 3–4 minutes to read. Here's the start of a recent one — subscribe to read the rest:
This Week
Survival is the only edge that compounds.
Twenty years in, the question I get most is some version of "what's your edge?" People expect a setup, an indicator, a secret. The real answer disappoints them: I'm just still here.
Most traders don't lose because they're wrong. They lose because they're wrong while oversized. The entry gets all the attention — the chart, the timing, the conviction. But position size is what decides whether a bad call is a tuition payment or the end of the account.
Almost everyone learns this the expensive way. You get one trade you're certain about, you size up to match the certainty, and the market quietly reminds you that certainty and outcome are two different things. The traders who survive that lesson all share one habit, and it's the thing I want to walk through this week…
Why Subscribe
This isn't a promotional newsletter, and I won't pretend it's for everyone. I write the thinking behind the decisions I'm actually making — across my own trades, my businesses, and the companies I advise.
Written by an operator, not a marketer. Everything here comes from decisions I'm making with my own money and businesses — not recycled advice.
No pitches, no noise. One email a week, then I leave you alone. If I ever recommend something, it's because I use it.
The reasoning, not just the result. I show how I think through money and business — the part most people keep to themselves.
For traders, founders, and investors who want the thinking behind the decisions. Not for anyone looking for signals or shortcuts.