Slow thinking, in public.
A working notebook at the intersection of quantitative finance, contemplative practice, and the science of mind. Written carefully, published sparingly, read at your own pace.
Featured
Belief, Faith, Confidence: Trifecta of How Reality Works
Belief, faith, and confidence are three stages of one process. Each produces the conditions for the next; skip a step and the engine stalls. The operating manual.
Recent essays
All articles →Gamma Scalping in Plain English
How market makers earn the carry on volatility, why retail rarely runs the strategy correctly, and what the math actually says about the hedge ratio you should keep.
The Default Mode Network is Lying to You
A working theory on why the brain's idle chatter consistently overstates threat and understates agency — drawn from neuroscience and a year of contemplative practice.
Observer, Observed, and the Furniture Between Them
What the measurement problem in quantum mechanics has — and doesn't have — to teach us about consciousness. A careful reading that resists the temptation to overreach.
Compounding Attention
Compound interest is well understood. Compound attention — the multiplicative effect of recovering minutes from your most-frequent attention sinks — is not.
Volatility Targeting for People Who Hate Math
A walk-through of the simplest possible vol-targeted portfolio, the assumptions it secretly makes, and why it still beats most retail allocations on a risk-adjusted basis.