Writing on Tech, AI & Markets
I write about financial markets, tech, and AI on Substack. Here are my recent posts:
Towards Proactive Agents
September 2026
How agents can initiate useful work on their own, and why that takes context, smart triggers, and restraint.
Why My First Multibagger Didn’t Make Me Much
August 2026
My first 7x stock pick barely moved my portfolio because I sized it at 2%. Position sizing is everything.
The Retail Investor’s Real Edge
July 2026 · Button Blog
Written for the Button blog. The structural advantages retail investors have that institutions can’t use.
Why Building an Opinionated Web Crawler Excites Me
June 2026
Indexing ~50M pages for under $150/month, and the case for a niche search engine for tech and finance.
Building a Web Search Engine, Part 1: Crawling
March 2026
Building fault-tolerant distributed crawlers in Rust and storing 10M+ pages in AWS S3.
Building Agentic Retrieval for Financial Analysis
January 2026
Going from ~50% to 91% on FinanceBench with agentic RAG over SEC 10-K filings.
When to RAG, When to Go Agentic: UX Patterns for AI Response Modes
October 2025
When to use RAG for speed and when to go agentic for depth.
Why Alpha Lies in an Open Source Market Terminal
August 2025
How customizable dashboards and proprietary data create an edge in financial markets.
Why Your AI Search is Barely Scratching the Surface
August 2025
Why ChatGPT can’t give you a complete spreadsheet of competitors, employees, or even jobs.
RAG is Never Dead
August 2025
Why long context windows don’t kill retrieval.
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