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Long-form writing on macro, market structure, commodities, Bitcoin, crypto markets, machine learning, and AI systems.
Portugal Real Estate: Credit, Not Immigration Drives The Prices Up
If You Like Seatbelts, You'll Like ADDW
Iran Won't Accept Bitcoin For Hormuz Tolls
Are US Financial Policies Mirroring The 1720 Mississippi Bubble?
So I guess Brent will go above $100/barrel once again over the next 24 hours 😅
Bond Markets Signal An Escalation In Iran War
Iran Is The Legal Owner Of Frozen Assets
Bitcoin Can't Become A Reserve Asset Without Protocol Changes
Iran Ceasefire Has Already Been Broken
As I correctly explained, there would be no attacks on Iran today, contrary to what was heavily suggested by the U.S. administration
The Iran attack deadline will be extended
Don't Expect $60 Oil In 2026
Crude Oil Prices Continue To Increase
Crue Oil: United States Acts, Russia Benefits (Once Again)
Using DuckDB To Train A Neural Network On 500GB Of Price Data
Random Forest Cat: An ML Trading Factory
Why High Oil Prices Are Bad For USD (HINT: China & Credit)
Using Neural Networks To Find Imbalances In Limit Order Books
Out of Sample Permutation Feature Importance For Random Forest’s Feature Optimization
Vibe-Coding Vulnerabilities With Claude Code
Proxy Model From Polymarket's 15 Minute Bitcoin Price
Primary Dealers Failures To Settle Implications For Risk Assets
The random forest that guides my model factory needs refactoring
China Banned Gold & Silver As Money In 1983
Gold Outperformed Bitcoin In The Last 8 Years