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Saylor Flipped. Muse Dropped. Boomers Are Next.
Sentiment extremes still work. Saylor went from cigar memes at the top to talking about selling MSTR on the front page of the Journal — then crypto bounced. Meta was cheap, hated, and legally radioactive when Muse shipped; a few days of actually using the agent was enough to buy it before the Street...
The Joy of the Game, & The Great Simplification
In this reflection, I explore why longevity in this business requires genuinely loving the "mundane" work—plotting charts, reading research, and tinkering with data—rather than just grinding for a paycheck. I draw parallels between my trading journey and starting Brazilian Jiu-Jitsu in my ...
Getting Centered, The China Pivot, & Commodity Breakouts
In this episode, I talk about the discipline of "getting centered"—why nothing good ever comes from FOMO or fear, and how I train myself to sit on my hands until the setup is perfect. I break down my recent long positions in Chinese equities (betting on the sentiment pendulum swinging back) and why ...
Building a Stock Sentiment Tracker: Pivoting from Seeking Alpha to Reddit
I’ve been working on a new project this week using the "Yutori Navigator" API. The original plan was to scrape Seeking Alpha articles for comment volume and upvotes to catch market sentiment, but I realized they guard their data too closely, so I switched to Reddit. I'm having much bet...
6 AI Projects I'm Building: Killing QuickBooks, Automating Substack & Trading Tools
People often ask what I’m actually building with AI all day. In this episode, I break down the 6 active projects I’m coding right now to automate my work and save money: The QuickBooks Killer: Replacing a $30/month subscription with a custom Python & Plaid script for automated tax reporting. Content...