What I Talk About When I Talk About Money

No advice. Just the story.

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I spent a lifetime editing time into scenes. Now, I watch the charts breathe. This is a logbook of things found in the silence between the numbers.

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  • The Market’s Ten-Second Wall: Lessons from Running

    Running through the mist of Los Angeles, I realized the market is currently living out a scene from Chungking Express. We explore why Oracle hit a ‘ten-second wall’ with Blue Owl, why Amazon is finding a second wind with OpenAI, and how the breakout in Silver signals that investors are sweating out the bad news…

  • King Tides and Media Mergers: A Cultural Shift

    Friday, December 5, 2025. The barbarian finally bought the castle. As Netflix ($NFLX) acquires Warner Bros. ($WBD) in an $82 billion digestion of history, the market landscape shifts violently. In this logbook entry, I track the “King Tides” reshaping the economy: Masayoshi Son’s “Project Crystal Land” ($SFTBY), the Senate’s new war on Nvidia ($NVDA), and…