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Bet on things not changing...

Train Kept A-Rollin

Housekeeping

Vegetables vs. GDP

Cryptonite November 2024

The waiting is the hardest part

Tariff Man is Back!

Happy Diwali!

Markets in Turmoil

Index Funds: Waiting for Liftoff

Holiday Season

Commodity Stocks

F Oh! MC

Trends with (No) Benefits

Oh! Valuations!

Cryptonite August 2024

If it bleeds, it leads

What just happened?

Momentum beats Trend-Following

Whatever Works for You

Is Momentum a Support Vector Machine?

Cryptonite July 2024

Publishing Negative Returns

Always Replicate

What day is it?

Cryptonite June 2024

Prophet VIX

Replication

Volatility Targeting

Faster Momentum

Cryptonite April 2024

Prophet Momentum

For(ex)

Smart Enough

Stories

Opportunity vs. Monetizable Opportunity

Hello World (Commodities)

Last Traded Perils

Fugazi Returns

Cryptonite January 2024

Liquidity is Oxygen

Passive Thoughts

Liquidity

HDF C-

Cryptonite December 2023

Side effects

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