Articles
Honest, practical trading research and education — edge validation, market structure, and the discipline behind it.
The Return of Managed Money: The Fundamentals Behind Washington's Rescue of the Yen
Japan is the largest foreign holder of U.S. government debt. Official Japanese holdings run to roughly $1.24 trillion, and Japanese private investors, insurers, pension funds, banks, hold on the order of another trillion dollars of Treasuries.
When Intelligence Outruns Our Ability to Control It
The most serious risks from advanced AI come less from malevolent machines than from a mismatch, between how fast capability is advancing and how slowly our understanding, our institutions, and our incentives are keeping up.
How I Made My Backtesting Engine 70x Faster (After It Silently Ate Itself Every Minute)
A silent timeout on shared hosting hid a near-cubic loop inside a backtesting engine. Fixing it took an algorithm rewrite — and a second implementation to prove the trades hadn't changed.