Writing on Tech, AI & Markets
I write about financial markets, tech, and AI on Substack. Here are my recent posts:
Why My First Multibagger Didn’t Make Me Much
August 2026
Or why I regret not gambling bigger. My first successful stock pick returned 7x but barely moved my portfolio because I only allocated 2% to it — a lesson in why position sizing is everything when you have conviction backed by research.
The Retail Investor’s Real Edge
July 2026 · Button Blog
Written for the Button blog. Retail investors can’t out-resource institutions, but they have structural advantages: access to small illiquid companies funds can’t touch, freedom from career risk and regulatory constraints, and expertise in niches institutional analysts haven’t covered yet.
Why Building an Opinionated Web Crawler Excites Me
June 2026
And where I want to take it. Indexing ~50M pages for under $150/month on a two-day crawl cycle, and the case for a niche, relevance-first search engine for tech and finance, knowledge graphs, and deep research.
Building a Web Search Engine, Part 1: Crawling
March 2026
Or how I’m definitely not trying to build the next Google. Walking through building fault-tolerant distributed crawlers in Rust with politeness policies, Redis queue coordination, and storing 10M+ pages in AWS S3.
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.
RAG is Never Dead
August 2025
Or how long-context LLMs don’t kill retrieval. Making the case for why RAG remains essential even as context windows grow.
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