Light Format
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 1
January 1
2021 Retrospective & 2022 Outlook: Navigating the Structural Inflection of Asset Markets
Type: [Investment Memo, Thematic Essay]
2019 1
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 2
June 1
Ethereum’s Flash Crash: 319 USD to 10 Cents — A Warning on the Instability of Virtual Currencies
Type: [Quick Note, Thematic Essay]
May 1
Thoughts on the Intrinsic Value of Money: On the Surge of Bitcoin and Ethereum
Type: [Philosophical Essay, Thematic Essay]
2016 1
June 1
China’s Trilemma: The Transparency Crisis and the Structural Failure of Hegemonic Ambitions
Type: [Thematic Essay, Philosophical Essay, Academic Paper]