http://goodalexander.com/posts/ Recent content in Posts on goodalexander http://goodalexander.com/papermod-cover.png http://goodalexander.com/papermod-cover.png Hugo -- gohugo.io en Thu, 09 Apr 2026 15:48:04 +0000 http://goodalexander.com/posts/ai_ruined_my_writing/ Thu, 09 Apr 2026 15:48:04 +0000 http://goodalexander.com/posts/ai_ruined_my_writing/ This isn’t an AI essay – it’s a load bearing donkey punch for your soul http://goodalexander.com/posts/rejected_discourse/ Wed, 08 Apr 2026 23:42:39 +0000 http://goodalexander.com/posts/rejected_discourse/ Find forbidden fruit while others starve to death trying to make the perfect fork http://goodalexander.com/posts/forward-motion/ Tue, 07 Apr 2026 11:21:29 +0000 http://goodalexander.com/posts/forward-motion/ Neo Fascism, AGI and how to think about the probability trees http://goodalexander.com/posts/discombobulated_noumena/ Sun, 01 Mar 2026 11:21:29 +0000 http://goodalexander.com/posts/discombobulated_noumena/ Refactoring the meaning of authority post AI state merger http://goodalexander.com/posts/tasknode_beta/ Fri, 30 Jan 2026 11:21:29 +0000 http://goodalexander.com/posts/tasknode_beta/ How and why to use the Post Fiat Task Node http://goodalexander.com/posts/crypto_isnt_over/ Thu, 18 Dec 2025 11:21:29 +0000 http://goodalexander.com/posts/crypto_isnt_over/ Part 2 in AI generated text experiment designed to cause extreme consciousness changes in consumers http://goodalexander.com/posts/the_one_shot_series/ Fri, 28 Nov 2025 11:21:29 +0000 http://goodalexander.com/posts/the_one_shot_series/ Part 1 in AI generated text experiment designed to cause extreme consciousness changes in consumers http://goodalexander.com/posts/hyperstitional_vortex/ Wed, 19 Nov 2025 11:21:29 +0000 http://goodalexander.com/posts/hyperstitional_vortex/ That which was shall be once more, if not at first then just before http://goodalexander.com/posts/landian_pft/ Mon, 17 Nov 2025 11:21:29 +0000 http://goodalexander.com/posts/landian_pft/ Returning to the GOAT coin, thoughts on store of value assets http://goodalexander.com/posts/ai_apes_together/ Sun, 21 Sep 2025 11:21:29 +0000 http://goodalexander.com/posts/ai_apes_together/ My simplified thesis for a never ending speculative mania that is now a matter of national security http://goodalexander.com/posts/productivity-paradox/ Wed, 20 Aug 2025 18:21:51 +0000 http://goodalexander.com/posts/productivity-paradox/ understanding the underlying drivers of the Doom Thesis and what to do about it on a personal level http://goodalexander.com/posts/paradox/ Wed, 20 Aug 2025 11:21:29 +0000 http://goodalexander.com/posts/paradox/ understanding the underlying drivers of the Doom Thesis and what to do about it on a personal level http://goodalexander.com/posts/postfiat_day13/ Tue, 10 Jun 2025 11:21:29 +0000 http://goodalexander.com/posts/postfiat_day13/ Apes together strong version 8,134 http://goodalexander.com/posts/postfiat_day14/ Sat, 07 Jun 2025 11:21:29 +0000 http://goodalexander.com/posts/postfiat_day14/ Framework for understanding sell pressure http://goodalexander.com/posts/postfiat_day11/ Sat, 07 Jun 2025 11:21:29 +0000 http://goodalexander.com/posts/postfiat_day11/ Non Libertarian Crypto. Seethe. Singapore. http://goodalexander.com/posts/postfiat_day10_markets/ Thu, 05 Jun 2025 11:21:29 +0000 http://goodalexander.com/posts/postfiat_day10_markets/ How the Post Fiat Consensus Model Works - Simple Code http://goodalexander.com/posts/postfiat_day8_product/ Wed, 04 Jun 2025 11:21:29 +0000 http://goodalexander.com/posts/postfiat_day8_product/ Product Thoughts. ODV http://goodalexander.com/posts/postfiat_day7_doom/ Tue, 03 Jun 2025 11:21:29 +0000 http://goodalexander.com/posts/postfiat_day7_doom/ Alright I have an idea http://goodalexander.com/posts/postfiat_day6/ Mon, 02 Jun 2025 11:21:29 +0000 http://goodalexander.com/posts/postfiat_day6/ Self talk. Running on fumes http://goodalexander.com/posts/postfiat_day5/ Sun, 01 Jun 2025 11:21:29 +0000 http://goodalexander.com/posts/postfiat_day5/ Crypto AI Bull Case From Here http://goodalexander.com/posts/postfiat_day4/ Sat, 31 May 2025 11:21:29 +0000 http://goodalexander.com/posts/postfiat_day4/ Explain to me how this task node thing is AI capital markets http://goodalexander.com/posts/postfiat_day3/ Fri, 30 May 2025 11:21:29 +0000 http://goodalexander.com/posts/postfiat_day3/ Okay. Why XRP http://goodalexander.com/posts/postfiat-day2/ Thu, 29 May 2025 11:21:29 +0000 http://goodalexander.com/posts/postfiat-day2/ What are AI capital markets and why are they on chain, seriously anon I don’t understand your project http://goodalexander.com/posts/postfiat_day1/ Wed, 28 May 2025 11:21:29 +0000 http://goodalexander.com/posts/postfiat_day1/ Making it before AGI – day 1 / journal http://goodalexander.com/posts/autonomous-corporations/ Thu, 23 Jan 2025 11:21:29 +0000 http://goodalexander.com/posts/autonomous-corporations/ Eternal recurrence, digital dopplegangers, and the input costs of the agent economy http://goodalexander.com/posts/post_fiat_install/ Fri, 27 Dec 2024 11:21:29 +0000 http://goodalexander.com/posts/post_fiat_install/ An introduction to the first node on the Post Fiat Network - a tool to help AI shape your economic output http://goodalexander.com/posts/web4/ Wed, 25 Dec 2024 11:21:29 +0000 http://goodalexander.com/posts/web4/ The future is AI agents negotiating blockchain transactions on the behalf of users http://goodalexander.com/posts/not-selling/ Fri, 29 Nov 2024 11:21:29 +0000 http://goodalexander.com/posts/not-selling/ On the fundamental role of building an economic network http://goodalexander.com/posts/predictable-utility-agi/ Tue, 29 Oct 2024 11:21:29 +0000 http://goodalexander.com/posts/predictable-utility-agi/ Life is worth living. Even when I was down - really terribly. Had no status. No work. Entire life in shambles. Wanted to continue the next day. Was left in a situation where I had to confront the basic question, “Do I want to keep going?” Later I was able to articulate the ‘why’ The expression “The only thing certain in life is death and taxes”. There’s a third certainty. That death and taxes - when you hear them - elicit a negative response. http://goodalexander.com/posts/murad_meta_ai_cult/ Sat, 12 Oct 2024 11:21:29 +0000 http://goodalexander.com/posts/murad_meta_ai_cult/ How the Murad Meta inevitably transitions to AI cults (the Post Fiat series) http://goodalexander.com/posts/ten-principles-crypto/ Thu, 10 Oct 2024 11:21:29 +0000 http://goodalexander.com/posts/ten-principles-crypto/ A year in, core qualitative evaluation principles for both own projects / investments http://goodalexander.com/posts/working-against-yourself/ Wed, 09 Oct 2024 11:21:29 +0000 http://goodalexander.com/posts/working-against-yourself/ Maximizing your own intelligence margins as a solo entrepreneur . (The Post Fiat Series) http://goodalexander.com/posts/the-flat-circle-portfolio/ Wed, 02 Oct 2024 10:21:29 +0000 http://goodalexander.com/posts/the-flat-circle-portfolio/ Monetizing the ouroborous economy http://goodalexander.com/posts/digital-necromancers/ Thu, 29 Aug 2024 11:21:29 +0000 http://goodalexander.com/posts/digital-necromancers/ Getting out of your own way in the Post Fiat economy http://goodalexander.com/posts/levels-and-four-hww/ Thu, 29 Aug 2024 10:21:29 +0000 http://goodalexander.com/posts/levels-and-four-hww/ AI as a sociocultural movement that enables solo entrepreneurs and bootstrappers http://goodalexander.com/posts/post-fiat-hypothesis/ Sun, 25 Aug 2024 11:21:29 +0000 http://goodalexander.com/posts/post-fiat-hypothesis/ Hobbes. Rawls. Or a Secret Third Thing http://goodalexander.com/posts/story-of-taran/ Wed, 15 May 2024 11:21:29 +0000 http://goodalexander.com/posts/story-of-taran/ A short story about Kona Blue and other esoteric topics http://goodalexander.com/posts/nineteen-ninety-three/ Wed, 17 Apr 2024 11:21:29 +0000 http://goodalexander.com/posts/nineteen-ninety-three/ The end of nostalgia http://goodalexander.com/posts/agentic-protocols/ Sat, 06 Apr 2024 11:21:29 +0000 http://goodalexander.com/posts/agentic-protocols/ Crypto With Cash Flow. Fleeing The ARKK http://goodalexander.com/posts/the-big-whoosh/ Wed, 20 Mar 2024 11:21:29 +0000 http://goodalexander.com/posts/the-big-whoosh/ brain drain innate to how small the real AI workforce is http://goodalexander.com/posts/bittensor-tao-deep-dive/ Sun, 07 Jan 2024 11:21:29 +0000 http://goodalexander.com/posts/bittensor-tao-deep-dive/ First Coin Deep Dive: Bittensor/ Tao http://goodalexander.com/posts/the-blackprint/ Thu, 28 Dec 2023 11:21:29 +0000 http://goodalexander.com/posts/the-blackprint/ how to survive and thrive in the post nation-state AI driven reality http://goodalexander.com/posts/rigged-heuristics/ Wed, 27 Dec 2023 11:21:29 +0000 http://goodalexander.com/posts/rigged-heuristics/ going to talk a bit about some things I’ve learned about rigged markets, signal extraction and how to fit market manipulation into your overall mosaic Rule 1: understanding you’re a gremlin not a genius. if you’re reading this chances are you’re not as smart as quants so don’t try to be. I practice a very special variety of quantitative trading, called “find someone rigging a market and front-run them”. Leave other quant strategies (like stat arb, or complex machine learning alphas) to PHDs. http://goodalexander.com/posts/crypto-bullcase/ Tue, 19 Dec 2023 11:21:29 +0000 http://goodalexander.com/posts/crypto-bullcase/ longer form thoughts on crypto. Lots of bearishness. I remain bullish. Why: If Trump is elected, all bets are off - SEC runs on a skeleton staff, Gensler is fired, he intervenes in the Fed to cut rates. Odds are at least 50% Trump wins. Any concern about Trump’s stance towards crypto should be dismissed by his NFT sales and appreciation galas for NFT holders (haha). Concerns about Biden admin and crypto have been de-risked. http://goodalexander.com/posts/investment-philosophy/ Tue, 12 Dec 2023 11:21:29 +0000 http://goodalexander.com/posts/investment-philosophy/ My Investment Philosophy as Best as I can explain. dfuq do I actually do A lot of people think I’m “insane” or “on drugs”, per Twitter discourse .I want to explain what I do for a living and how it all fits together. Everything Is Rigged First - I believe the market is rigged. There isn’t a printer that goes brr. Central Banks buy assets - bonds, and sometimes ETFs. Credit instruments and equities sensitive to credit rates get influenced by the daily actions of central banks. http://goodalexander.com/posts/super-bubble-crash/ Fri, 08 Dec 2023 11:21:29 +0000 http://goodalexander.com/posts/super-bubble-crash/ George Soros wrote a book more people should read, “The New Paradigm for Financial Markets: The 2008 Crash and What It Means”. I’ll summarize the salient points here and apply it to what’s happening with my own interpretation. Soros thought that his “Theory of Reflexivity” was a good way to make money in markets but might not have any broader application to society. That is until 2008 when he came out of retirement to manage his own money during the Crash. http://goodalexander.com/posts/left-curve-path/ Sat, 02 Dec 2023 11:21:29 +0000 http://goodalexander.com/posts/left-curve-path/ AI Good. Fiat Bad. What’s your plan, anon? What Is The Left Curve Most internet denizens know this meme by now… but, for reference It pays to keep it really simple. The Morpheus Bull A crypto bull market is arriving. It’s time to dial down the spiritual thought, the hobbies, the relationships. The meditations on what it means to be human. And focus on making money. Because the nature of money is changing. http://goodalexander.com/posts/simplistic-manifesto/ Mon, 20 Nov 2023 11:21:29 +0000 http://goodalexander.com/posts/simplistic-manifesto/ Why am I doing what I am doing? A direct summary of all the esoteric garbage I’ve produced. Dumbing it all down I’ve written a lot on this blog. I want to dumb it down. Speak in 10th grade English. Below I’m going to talk about what I think the dominant life strategy is, and why. Basically - it’s trying to make as much money as possible, at the intersection of crypto AI and capital markets, while living in Puerto Rico. http://goodalexander.com/posts/failed-health-plans/ Sun, 24 Sep 2023 11:21:29 +0000 http://goodalexander.com/posts/failed-health-plans/ Maybe the Optimization Bros were a little right afterall. Implementing some changes Failed Health Plans After a stretch of health excellence I made a number of changes that have taken me the wrong direction Feels Bad Man My HRV is off a cliff (89 -> 69). Deep sleep way down (1 hour 30+ -> 45 mins). Lifts and running speed going in the wrong direction (-30% across the board). Screen time way up (45 min daily average to above 2. http://goodalexander.com/posts/the-mo/ Tue, 12 Sep 2023 11:21:29 +0000 http://goodalexander.com/posts/the-mo/ channeling momentum, mojo, reading the universal mosaic Below I explore the idea of “the Mo” - or being in tune with the universe, in a useful way that allows you to take larger risks and do better work - but only in short bursts. Famous fund manager Stanley Druckenmiller has stated that the most fundamental job of a trader is knowing whether or not he has a “hot hand”. When you have a hot hand, you size up. http://goodalexander.com/posts/utility-gaps/ Mon, 21 Aug 2023 11:21:29 +0000 http://goodalexander.com/posts/utility-gaps/ What the Optimization Bros Have Wrong and How to Fix It Willpower and Capability Gaps Consider “screen time”. Every Sunday, Apple Users get our screen time report. And every Sunday we say, “You know, next week I’d love for that to be below 1 hour per day.” And - it’s seldom below 1 hour per day. This is one, quantified gap. I am bringing it up because many people are familiar to it and can relate to it. http://goodalexander.com/posts/enlightened-hedonism/ Thu, 10 Aug 2023 11:21:29 +0000 http://goodalexander.com/posts/enlightened-hedonism/ a philosophy for simple folk pursuing Faustian bargains with future Intelligence All things are either addictive, or non addictive. All activities either align with your true calling or they do not. Thus - any activity can fit into 4 quadrants Addictive and not aligned with your calling. This is the worst - examples would be injection drugs Addictive and aligned with your calling. An example would be taking uppers to go faster towards your goals. http://goodalexander.com/posts/memecraft/ Tue, 08 Aug 2023 11:21:29 +0000 http://goodalexander.com/posts/memecraft/ One man’s screen time is another man’s profit. Mental models and tools of a digital samurai. Screentime Check I’m sure you’ve experienced the same thing I have. Sunday comes around. Apple displays your weekly screen time. And you ask, “Wait, what the f*ck? How did I spend so much time on my iPhone? What was I thinking?” And, you probably know at some level, you weren’t thinking. And that was the entire point. http://goodalexander.com/posts/asylum-sidepots/ Sat, 05 Aug 2023 11:21:29 +0000 http://goodalexander.com/posts/asylum-sidepots/ Escaping the socio-spiritual prison from the starting position of a speculator Sidepots in the Asylum When I started trading, I was in it for money and pride. My father lost a lot of money starting a hedge fund and we lost our house when I was a kid. I got into trading as some kind of redemption arc. My father is a renegade. He viewed markets as a way to escape the simulation. http://goodalexander.com/posts/vision-of-future/ Sat, 29 Jul 2023 11:21:29 +0000 http://goodalexander.com/posts/vision-of-future/ A hypothetical exploration of the world we are heading towards There have been 3 major technology shifts since 2022. The market has weighted one much higher in terms of valuation - Artificial Intelligence. But a second, more subtle shift was the launch of the MetaQuest Pro and improvement of visual tracking in Virtual Reality. A third, and final tech change is the rise of ZK technology in cryptocurrency enabling highly scalable, verifiable and largely anonymous currency transactions. http://goodalexander.com/posts/the-binary-ark/ Mon, 17 Jul 2023 11:21:29 +0000 http://goodalexander.com/posts/the-binary-ark/ An exploration into accelerationist extremism and its logical conclusions Below I’m going to get into some very pragmatic behavior modifications that could follow logically from accelerationist beliefs. Advances in AI, and biotechnology make it seem likely there will be substantial medical breakthroughs in our lifetime. However - I do not think these breakthroughs - which will include genetic modification of children, and live therapies - will be distributed to society. Even more - I think developments will be kept secret. http://goodalexander.com/posts/withering-trader-primer/ Fri, 14 Jul 2023 11:21:29 +0000 http://goodalexander.com/posts/withering-trader-primer/ the Last Samurai, Darth Vader, the world of entertainment bleeding into the world of things “There are only two industries. This has always been true….There is the industry of things, and the industry of entertainment….After people have the things they need to live, everything else is entertainment. Everything.” ― Neal Stephenson, The Diamond Age: Or, a Young Lady’s Illustrated Primer Now that I’ve spent some more time in the weeds with LLMs as applied to capital markets, I have some reflections about what the building blocks are, how things are likely to play out as well as how I’m going to position myself. http://goodalexander.com/posts/stress-zero/ Sun, 09 Jul 2023 11:21:29 +0000 http://goodalexander.com/posts/stress-zero/ how to use CBT augmented with accelerationist religious fanaticism to improve your work performance Atheism is a Base Case But Its Vibes are Not Immaculate Below I’m going to talk about Stress Zero - an approach I use to actively cut my stress levels to zero on a daily basis. Usually before sleep, or at night time. But sometimes, in the morning. Fundamentally Stress Zero supercharges CBT with religious zealotry to immediately kill all your bad feelings. http://goodalexander.com/posts/retrofixation/ Sat, 08 Jul 2023 11:21:29 +0000 http://goodalexander.com/posts/retrofixation/ naming negative nostalgia. exploring clarity in a world with infinite RAM Naming the Culprit A single concept applies to bad investing, bad decision making, and bad feelings. The idea is living in the past. I began exploring this concept by speaking to my friend Kyla about nostalgia, and its role in Brexit, the election of Donald Trump, guys who only eat meat, luddite behavior, and economic desperation. She recorded a video about it here http://goodalexander.com/posts/consciousness-as-a-building-block/ Thu, 06 Jul 2023 11:21:29 +0000 http://goodalexander.com/posts/consciousness-as-a-building-block/ the subject synthesizes various life experiences, failures and ideas into a singular life philosophy revolving around consciousness Consciousness forms a universal building block of existence. In moments of profound exertion, when I am at my best - I experience this vividly. A “flow state” - a peak experience, is defined by a feeling of ‘the universe flowing through me’. Many people experience this when using psychedelics. When the ego dissolves, you can interact with the base layer of reality. http://goodalexander.com/posts/firing-myself-p2/ Wed, 05 Jul 2023 11:21:29 +0000 http://goodalexander.com/posts/firing-myself-p2/ minimum viable execution marching towards the singularity Minimum Viable Execution Below I want to outline the list of Diet, Exercise, Mental Health and Personal Automation tactics I’m implementing until at least January 5 2024. This post is meant to be an addendum to my previous post “Firing Myself” where I zone in specifically on Personal Automation tactics. That post, in a nutshell, talked about how to use AI tools like GPT4 to make better regular decisions with less energy. http://goodalexander.com/posts/firing-myself/ Sun, 02 Jul 2023 11:21:29 +0000 http://goodalexander.com/posts/firing-myself/ deprecating Alex 1.0, applied accelerationism, ego death with a postgres backend Encountering the Power of AI in Financial Decisions Algorithms from social media platforms like TikTok and Instagram, along with the whole digital marketing industry, work non-stop to hook us on products and services that aren’t good for us. AI differentiates itself from Tech 1.0 by giving users the power of algorithms to improve their lives, rather than be victimized by them. http://goodalexander.com/posts/cracks-in-the-fishbowl/ Thu, 20 Apr 2023 18:21:51 +0000 http://goodalexander.com/posts/cracks-in-the-fishbowl/ a reflection on Nietzsche, Artificial Intelligence, goldfish, and new Gods “God is dead. God remains dead. And we have killed him. How shall we comfort ourselves, the murderers of all murderers? What was the holiest and mightiest of all that the world has yet owned has bled to death under our knives: who will wipe this blood off us? Is not the greatness of this deed too great for us? Must we ourselves not become gods simply to appear worthy of it? http://goodalexander.com/posts/letsgo/ Thu, 20 Apr 2023 18:21:51 +0000 http://goodalexander.com/posts/letsgo/ Ideas expressing weakness in US equities relative to ROW this week Last Week Last week’s performance was +1.25%, unlevered had you traded this blog post on the open Monday and held til Friday Source: Last Week’s Write Up . Full breakdown at a trade level here. Download Big tech and the virus acceleration were separated from the political narrative. I think it is notable that the basket titled “Green Old Deal” was the top performer, with big up moves in Uranium stocks throughout the week. http://goodalexander.com/posts/tokyo-swerve/ Wed, 12 Oct 2022 11:21:29 +0000 http://goodalexander.com/posts/tokyo-swerve/ extreme FX and interest rate volatility paints a picture of 2 very different worlds. which shall we step into? Let’s start with a question. If Japan has rock bottom risk-free rates, shouldn’t its companies command higher multiples? Shouldn’t Japan be a global hub of innovation - because low rates and structural deflation allow for investment in growth? To the first question - Japanese companies certainly do not command higher multiples. Japan’s TOPIX Index has a forward PE ratio is 12, while it has a 30-year bond yield of 1. http://goodalexander.com/posts/postulates-on-financial-speech/ Tue, 20 Sep 2022 11:21:29 +0000 http://goodalexander.com/posts/postulates-on-financial-speech/ Previously I wrote about the evolution of media and how it ends in a poorly defined digital Colosseum. Here I write in detail about how/ why that Colosseum will entail the creation of financial eSports Financial markets are unique from politics, science, or other arenas of the media because they are accompanied by Timeseries. For the most part these timeseries consist of a price which implies a value (i.e. what you’re paying the price for) and an expectation (what that price implies - relative to historical prices, relevant comparables, consensus values and so forth). http://goodalexander.com/posts/entering-phase-seven/ Sun, 14 Aug 2022 11:21:29 +0000 http://goodalexander.com/posts/entering-phase-seven/ one last musing before the descent into the digital colosseum Digital assets and the political media have wrapped around each other, a double helix of increasingly epic proportions. It has not always been like this, but a glimpse of where we are today, before discussing the portal that’s opened behind my casomputer chair that I am about to step through - Central bankers posting their thoughts on the daily to the derision of random armchair Austrian economists on the internet. http://goodalexander.com/posts/discussion-on-asset-price-movement/ Fri, 24 Jun 2022 11:21:29 +0000 http://goodalexander.com/posts/discussion-on-asset-price-movement/ A 35 point summary of how I define speculation, its 6 core components and thoughts around implementation Investors are not traders. Investors focus on the capital return potential of assets, adjusted for a discount rate. Traders focus on capturing the movement of assets. An investor may trade, to swap into a more appealing capital return or asset. But a trader would rarely invest - as that would suppose capital returns made up a higher percentage of an asset’s return profile than its movement. http://goodalexander.com/posts/absurdity-supercycle/ Sun, 20 Feb 2022 11:21:29 +0000 http://goodalexander.com/posts/absurdity-supercycle/ reflections on recent price action, ARK investments, Palantir, and crypto http://goodalexander.com/posts/the-nigeria-template/ Sun, 20 Feb 2022 11:21:29 +0000 http://goodalexander.com/posts/the-nigeria-template/ migration crises lead to populism lead to asset confiscation leads to crypto going up http://goodalexander.com/posts/moar/ Thu, 18 Nov 2021 11:21:29 +0000 http://goodalexander.com/posts/moar/ Another day in the trenches Trades Going to load up on Snapchat. Capitulation on Baltic Dry index combined with monster guidance out of Macys makes me sympathetic to supply chain issues highlighted on their quarter being fixed Capitulation move in Turkish equities makes me favor a long Japan position hedged with EM debt. The risk premium should be compelling. Taking down some of the oil risk with a GBPCAD short as European problems/ destabilization / weak hand in brexit negotiatinos make that appealing General Summary Numbers out of Baba and Baidu make it look like China is actually going into a recession. http://goodalexander.com/posts/process/ Thu, 18 Nov 2021 11:21:29 +0000 http://goodalexander.com/posts/process/ Thoughts http://goodalexander.com/posts/premarket/ Tue, 16 Nov 2021 11:21:29 +0000 http://goodalexander.com/posts/premarket/ Responding to China data etc etc Trades I like owning EM today on the other side of some dow futures. Boeing not going to lift Dow again today, if anything we’re going to have dovish surprises and overnight move in China feels like it derisks EM into year end and could see ppl chasing it. I like that Dow doesn’t have Tesla in it / could see it being lagard / pain trade on other side of financials (remember Brainard likes the idea of forcing banks to cut divs) Also like owning fixed income futures (namely 5 years). http://goodalexander.com/posts/novupdate/ Mon, 15 Nov 2021 11:21:29 +0000 http://goodalexander.com/posts/novupdate/ Thinking about best risk reward opportunities General Market Take The week got started out with god awful Japanese data, and the drumbeat of war in eastern Europe. Given absurd dovishness of Central Banks and the fact Lagarde will be speaking all weak (she is going to be dovish) - it’s going to be hard to see the rate hike narrative last in spite of extreme inflation. This is obviously an explosive combination given the fact inflation is likely to be well above the 5% target throughout much of 2022, a clear legal violation of the Fed’s mandate. http://goodalexander.com/posts/new-beginnings/ Sat, 02 Jan 2021 11:21:29 +0000 http://goodalexander.com/posts/new-beginnings/ Here I detail some analysis of newsflow over the last week and where I see best risk reward going into the start of the year Analysis / Thought The core theme coming out of the gate of the New Year is a parabolic move higher in Bitcoin on the backdrop of VanEck getting a Bitcoin ETF. This moves the Zeitgeist into one of “fiat debasement” - where, essentially large institutions believed that Central Banks have jumped the shark with their talks of “Debt as Wealth”, MMT, and so forth. http://goodalexander.com/posts/common-stocks-uncommon-profits/ Fri, 20 Apr 2018 18:25:51 +0000 http://goodalexander.com/posts/common-stocks-uncommon-profits/ Common Stocks and Uncommon Profits gets frequently recommended to me by top performing equity managers. It’s 15 rules for evaluating growth stocks. I read it and summarized it. Summary Rote changes in revenue and earnings are less interesting than their quality and repeatability. Invest in a company with capable, honest and adaptive management entering an under penetrated market that invests its resources in such a way to give it optionality into new spaces.