AI, investing, and human performance — without the hype. Every Sunday.
Apr 11, 2026
The worst thing that can happen to your work is for everyone to love it.
Apr 4, 2026
The most dangerous AI isn't the one that lies to you. It's the one that agrees with you.
Mar 28, 2026
We built a framework to separate signal from noise. Then we discovered we couldn't tell which one we'd published.
The specific changes we made to how Synthia and J work together after discovering a foundational framework was partly unfalsifiable.
Mar 21, 2026
AI made me a better analyst. That made things worse.
Mar 14, 2026
AI is taking more of the work. It is not taking the problems. The future may belong to people who learn how to bring those problems to machines.
Mar 8, 2026
How do you find signal—in people, in information, in markets—when the platform is built to amplify noise?
