Writing on Tech, AI & Markets

I write about financial markets, tech, and AI on Substack. Here are my recent posts:


Building Agentic Retrieval for Financial Analysis

January 2026

From ~50% to 91% on FinanceBench. Exploring RAG pipeline optimization for SEC 10-K filing analysis using agentic approaches and hierarchical document structuring.


When to RAG, When to Go Agentic: UX Patterns for AI Response Modes

October 2025

Exploring UX patterns for different AI response modes - when to use RAG for speed vs going agentic for depth.


Why Alpha Lies in an Open Source Market Terminal

August 2025

Examining customizable dashboards and how proprietary data sources create competitive advantages in financial markets.


Why Your AI Search is Barely Scratching the Surface

August 2025

And why ChatGPT can’t give you a complete spreadsheet of competitors, employees, or even jobs.


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