What the copper curve taught me about patience
The metal doesn't care that you have a view. Six weeks on a concentrates desk, and the market's first real lesson has been about waiting.
- Markets & investing
- Career notes
Journal
Notes from the desk.
Occasional writing on markets, the early years of a career in finance, what I’m reading, and the city I do it all in.
Showing 5 of 5 posts
The model was the easy part
Eight months building runway models for two early-stage companies, mostly from a dorm desk in Indiana. The scenarios took a week. Getting anyone to believe them took the rest.
- Career notes
- Markets & investing
Three books that rewired how I think about risk
None of them are about finance, which is probably why they worked — mountains, mushrooms, and a surgeon with a clipboard.
- Reading list
- Markets & investing
What transfer pricing taught me about where profit actually lives
Three months of benchmarking models in EY's Ho Chi Minh City office, and the strange, clarifying discovery that a company's profit has an address — and someone has to defend it.
- Career notes
- Markets & investing
- Saigon life
Finding quiet corners in District 1
A summer of transfer pricing in Ho Chi Minh City, and the running list of cafés, courtyards and stairwells where I went when I needed to actually think.
- Saigon life
- Career notes