Writings
Writings
Longer essays and selected writing on markets, institutions, history, decision-making, and the subjects that connect them.
Writings
Selected writing
Longer pieces allow more space for context, evidence, argument, and the historical or institutional background that shorter commentary often leaves out.
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What belongs here
Essays
Long-form arguments and reflections that develop a subject beyond a market update or immediate news cycle.
Historical pieces
Writing that uses history to examine institutions, incentives, continuity, and change.
Professional commentary
Writing drawn from investment, business, and organizational experience without turning the personal site into a services brochure.
Reviews and reflections
Responses to books, research, ideas, or events that materially change or sharpen a line of thought.
