Intuition
2025 4
October 1
PWR ― 2nd Follow-Up on Underweight/Hold Call
[Market Call: SELL, UNDERWEIGHT]
Type: [Quick Note, Follow-Up]
September 1
The September Cut: A Cheer or a Scream?
Type: [Thematic Essay]
August 1
March 1
Quanta Services (PWR) ― Overcharged Electric Grid
[Market Call: UNDERWEIGHT]
Type: [Investment Memo]
2022 2
June 1
Post-Liberal Democracy: The Regression of Hegemony and the Emergence of Neo-Tribalistic Power Dynamics
Type: [Philosophical Essay, Thematic Essay]
January 1
2021 Retrospective & 2022 Outlook: Navigating the Structural Inflection of Asset Markets
Type: [Investment Memo, Thematic Essay]
2019 2
July 1
The Advent of a Transition Era: Strategic Arbitrage in Human Capital
Type: [Thematic Essay, Philosophical Essay]
February 1
The Ontology of Currency and the Fallacy of Decentralization: A Socratic Dialogue
Type: [Thematic Essay]
2018 1
April 1
China’s U.S. Treasury Divestment: A Geopolitical Bluff or Strategic Suicide?
Type: [Snack, Quick Note, Thematic Essay]
2017 1
June 1
Ethereum’s Flash Crash: 319 USD to 10 Cents — A Warning on the Instability of Virtual Currencies
Type: [Quick Note, Thematic Essay]