My Analysis
The Feed
Most of what actually reaches me is not a newspaper. It is my feed: a clip, a headline, a 20-second video between everything else on Instagram. I scroll past almost all of it. This is what I stopped on, the ones I went and actually worked out properly.
Write-Ups
2026-08-08
Are Pokemon Cards an Asset Class?
Robert Greer's 1997 asset-class framework, a 3,821% index number that falls apart once you see how it is built, and PSA population data that quietly undercuts the "vintage is scarce" argument
2026-08-07
Korea's Leverage Crash: SK Hynix, the KOSPI, and What Actually Broke
A record Nasdaq listing, a '35% crash' every headline ran with, 1.2 million margin calls, and a president's approval rating cracking 50%. The real chain of events, and the one headline number that does not hold up.
2026-08-05
What AI Is Actually Doing to Hedge Fund and Bank Analyst Roles
Goldman and Morgan Stanley's own 2026 labor-market studies, and what they actually found for analyst roles
Stock pitches: locked while I build them
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