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// thoughts

Recent
thoughts.

Writing on finance, technology, and building things.

01
Finance· 5 min· Jan 2025

Investing Wisdom: Patience Over Market TimingInvesting Wisdom: Patience Over Market Timing

Why patience beats timing the market. Lessons from a few years of watching clients react to noise.

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02
Tech· 5 min· Jan 2025

Why Every Banker Needs to CodeWhy Every Banker Needs to Code

Coding literacy is no longer optional in finance. Notes on what changes when analysts can ship, not just slide.

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03
Finance· 8 min· Dec 2024

The Future of Private Markets is AI-NativeThe Future of Private Markets is AI-Native

Most private-markets workflows haven't changed in twenty years. AI-native ops will eat the firms that didn't notice.

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04
Startups· 6 min· Nov 2024

Lessons from Failed StartupLessons from Failed Startup

Most startups don't die from competition. They die solving problems no one had with money they didn't have.

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