Archive - Market Meditations

AI & Humanoids: Our Only Hope?

This post is a little different from the norm although it could be construed as the ultimate very long-term investment case for AI.

Oct 21 •

September 2025

No One Cares, Work Harder?

A lot of people say, “No one cares, work harder.” My interpretation of this phrase is this: If you aren’t getting the recognition or results that you…

Sep 2 •

August 2025

Thoughts on Bitcoin

I'm not a big believer in Bitcoin.

Aug 14 •

Decided to share my Sunday morning thoughts on what I think are trading truths.

Aug 10 •

July 2025

June 2025

Yesterday, I read an article from Gary Antonacci of Dual Momentum Investing fame.

Jun 26 •

May 2025

The Commonalities of Trading and Dieting

I’ve been thinking a lot lately about how much trading and dieting have in common to the point that I decided to write this post to compare and…

May 20 •

I was recently asked to share my thoughts on artificial intelligence (AI) in markets including how it will impact trading hence this post.

May 6 •

April 2025

As a quick point of clarification, in this post I am talking about discretionary trading (as opposed to systematic trading).

Apr 7 •

March 2025

Private Equity Podcast

In response to some of the comments I’ve recently read from executives in the private equity (PE) space, I recently joined Dave Armstrong and Erin Hay…

Mar 13 •

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