INVESTMENT NOTES
Articles
Investment research essays grounded in articles.
Browse tags · 40
8. Taxes, pensions, and the years aheadWhat will pay for life when my work changes or I retire?
Reading the market through an investor's eyesExplains how a few long-run winners create most market wealth and how value, growth, momentum, and quality can frame a search for future leaders
The craft and philosophy of finding market leadersDesigns a reproducible process for reading market, sector, and stock strength and ranking candidates with percentile-based multi-factor scores
Testing the financial health of market leadersConnects Piotroski's accounting signals with composite rankings, valuation ranges, and an integrated sell discipline
Investing in global market leadersApplies one factor discipline across markets while incorporating currency, disclosure, liquidity, and concentration into selection and allocation
The Direction of MoneyConnects AI capital spending, East Asian exports, global liquidity, the yield curve, and market breadth as of August 2026
Buffett, Druckenmiller, and Bridgewater require three different readings of a 13FReading concentrated compounding, tactical rotation, and systematic diversification in the second-quarter 2026 filings
Latency is a product decision before it is an infrastructure metricA temporary research note on tracing response time back to ownership, queueing, and capital allocation
Efficiency compounds when the feedback loop is owned end to endA temporary note on separating a single optimization from a durable operating system