Notes

Market Outlook

Short write-ups of what I am working on and where I think consensus is wrong. Dated, kept as written, and not revised after the fact.

In the meantime

Everything I am writing right now goes up on LinkedIn.

Fund updates, competition results, and notes on credit markets. Longer write-ups will be published on this page as I finish them.

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Published work Stock Pitches My actual written views on Verizon and Sprouts, argued in full and downloadable as delivered. Published work Ethics & Cases Two national competition decks: biometric identity and financial inclusion, and sustainable aviation fuels.