Welcome

Thanks for visiting my site. I am a former hedge fund manager, now active as a private investor and research consultant. You can read more about me here.

Most of my ‘evergreen’ content is posted on this site, but I also write a weekly newsletter focussed on financial sector themes, which you can subscribe to here:

Some of my popular posts include:

  • A series of posts on how we perceive truth and how we deal with complexity. The posts help to reconcile a host of paradoxes we meet on a daily basis.