Sign in Subscribe
Things I used to put on the slides for the capital markets class

Featured articles

[Week 6 of 2026] Integration, Illiquidity, and Intelligence

[Week 6 of 2026] Integration, Illiquidity, and Intelligence

[Week 5 of 2026] Silver, Shorts, and Schemes

[Week 5 of 2026] Silver, Shorts, and Schemes

[Week 4 of 2026] Brands, Battles, Benchmarks

[Week 4 of 2026] Brands, Battles, Benchmarks

[Week 3 of 2026] Debt, Drama, and Delusion

[Week 3 of 2026] Debt, Drama, and Delusion

[Week 2 of 2026] Machines, Makeup, and Money

[Week 2 of 2026] Machines, Makeup, and Money

[Week 1 of 2026] Fortunes, Flatlines, and Futures

[Week 1 of 2026] Fortunes, Flatlines, and Futures

[Week 52 of 2025] Sweep, Sales, and Savants

[Week 52 of 2025] Sweep, Sales, and Savants

[Week 50 of 2025] Forecasts, Funds, and Flexes

[Week 50 of 2025] Forecasts, Funds, and Flexes

[Week 49 of 2025] Property, Pensions, Passivity

[Week 49 of 2025] Property, Pensions, Passivity

[Week 48 of 2025] Funds, Frenzy, Faultlines

[Week 48 of 2025] Funds, Frenzy, Faultlines

[Week 47 of 2025] Vectors and Veils

[Week 47 of 2025] Vectors and Veils

[Week 46 of 2025] Caps, Consumption, and Collectibles

[Week 46 of 2025] Caps, Consumption, and Collectibles

[Week 45 of 2025] Memos, Margin, and Mirrors

[Week 45 of 2025] Memos, Margin, and Mirrors

[Week 44 of 2025] Access, Algorithms, and Anxiety

[Week 44 of 2025] Access, Algorithms, and Anxiety

[Week 43 of 2025] Prices, Power, and Persuasion

[Week 43 of 2025] Prices, Power, and Persuasion

[Week 42 of 2025] Milestones and Misbeliefs

[Week 42 of 2025] Milestones and Misbeliefs

[Week 41 of 2025] Innovation, Incentives, and Inertia

[Week 41 of 2025] Innovation, Incentives, and Inertia

[Week 40 of 2025] Agents, Adaptation, and Algorithms

[Week 40 of 2025] Agents, Adaptation, and Algorithms

[Week 39 of 2025] Access and Agents

[Week 39 of 2025] Access and Agents

[Week 38 of 2025] Committees, Coupons, and Convictions

[Week 38 of 2025] Committees, Coupons, and Convictions

[Week 37 of 2025] From Robinhood to Charizard

[Week 37 of 2025] From Robinhood to Charizard

[Week 36 of 2025] Fertility, Funds, and Fortuity

[Week 36 of 2025] Fertility, Funds, and Fortuity

[Week 35 of 2025] Politics, Premia, and Pens

[Week 35 of 2025] Politics, Premia, and Pens

[Week 34 of 2025] Prompting, Packaging, and Patriotism

[Week 34 of 2025] Prompting, Packaging, and Patriotism

[Week 33 of 2025] Compounding and Competing

[Week 33 of 2025] Compounding and Competing

[Week 32 of 2025] Margins, Measures, and Moral Hazards

[Week 32 of 2025] Margins, Measures, and Moral Hazards

[Week 31 of 2025] Delegates and Drivers

[Week 31 of 2025] Delegates and Drivers

[Week 30 of 2025] Stars and Stocks

[Week 30 of 2025] Stars and Stocks

[Week 29 of 2025] Guessing Games

[Week 29 of 2025] Guessing Games

[Week 28 of 2025] Blurred Lines

[Week 28 of 2025] Blurred Lines

[Week 27 of 2025] Overcast and Overfit

[Week 27 of 2025] Overcast and Overfit

[Week 26 of 2025] Portfolio Logic

[Week 26 of 2025] Portfolio Logic

[Week 25 of 2025] Imitation and Inheritance

[Week 25 of 2025] Imitation and Inheritance

[Week 24 of 2025] Capital Allocation and Human Resource Problems

[Week 24 of 2025] Capital Allocation and Human Resource Problems

07
Feb

[Week 6 of 2026] Integration, Illiquidity, and Intelligence

2 min read
31
Jan

[Week 5 of 2026] Silver, Shorts, and Schemes

2 min read
25
Jan

[Week 4 of 2026] Brands, Battles, Benchmarks

2 min read
18
Jan

[Week 3 of 2026] Debt, Drama, and Delusion

3 min read
11
Jan

[Week 2 of 2026] Machines, Makeup, and Money

3 min read