PinnedMy Top Articles (Updated Every Now And Then)Understanding Random Forest — my first viral article and the one that got me serious about blogging. Still a top hit on Google if you…May 27, 20217May 27, 20217
Published inAlpha Beta BlogThe Reduction In People’s Attention Spans Has Been Very Profitable For MetaThe more emotional and scatterbrained we become the more money Meta makes8h ago8h ago
Published inAlpha Beta BlogThe Bull Case For Apple StockApple has transformed into a capital light services businessFeb 122Feb 122
Published inAlpha Beta BlogWe Need To Protect Our Democracy Now!If we wait we might be left with nothing left to protectFeb 41Feb 41
Published inAlpha Beta BlogBig Tech Engineers Have An AI ProblemCoding and engineering as a service are putting an end to the golden age of software engineeringJan 301Jan 301
Published inAlpha Beta BlogChecking In On The Economy And MarketsSharing some thoughts on credit spreads and home pricesJan 182Jan 182
Published inAlpha Beta BlogReasons To Be Optimistic In 2025The best is yet to comeDec 24, 20241Dec 24, 20241
Published inAlpha Beta BlogThe Casino IllusionWhy the American financial system looks so much like a casino these daysDec 13, 20243Dec 13, 20243