Aug282026

Capitalist Compounder Version 1.10 Game

Computers & Technology, Video Games1 Comment

For several years, in order to keep an eye on system capabilities and where I think the societal A.I. investments are going (especially as it may or may not represent a threat to the existence of moats for long-term investments), I had a series of tests – low-hanging fruit – I’d run to gauge the total cost, efficiency, and repeatability of output. The advances, as you know, have been staggering in recent quarters so we might as well be talking about ancient history at this point. By the time I write this on August 28th, 2026, these tests are basically child’s play to the more capable models but they were important guideposts along the way.

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Mar282026

Both the World and Capital Markets Feel Strangely Similar to 2006

Economics30 Comments

For the past two or three weeks, I’ve found myself experiencing a strong sense of déjà vu. So many aspects of the world, and capital markets, today feel similar to the period following when Aaron and I graduated college; the time during which we built our early economic foundation. Housing prices. Mortgage rates. Conflict in the Middle East, particularly Gaza. Spikes in gasoline prices. Value stocks getting more and more attractive.

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Mar302025
Reflecting on the Upcoming Year - 2025

Raising Kids to Have an Analogue Childhood in a Digital World

Interior Design, My Day In Pictures, Video Games18 Comments

One of the questions I get constantly, both in-person and online, is how we went about arranging our household once we became parents. We put so much thought into it, and it’s clearly of interest to folks, that I thought I’d take a moment over my morning coffee and write a brief high-level overview of how we approached this if only for a quick reference guide in the hope it is helpful to someone. It’s also partly my way of paying it forward since both Aaron and I were, and remain, so grateful for the other parents who shared suggestions, ideas, and recommendations about the journey we were about to undertake.

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Dec202024
Classical and Jazz Fusion Piano

You Really Should Listen to the Robert Glasper Trio (and some Wisdom from Charlie Munger)

Music14 Comments

As I sit here working at my desk at 1:35 a.m., December 20th, 2024, I’m listening to a recording session of Levels by the Robert Glasper Trio feeling exhausted, but grateful, for a phenomenal year. Decisions made over the past 18 to 24 months bore extraordinary fruit. I’ve also been thinking about something Charlie Munger said shortly before his passing.

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Oct262024
Domenico Scarlatti - Sonata in D minor, K 64/L.58/P.33

Domenico Scarlatti – Sonata in D minor, K 64/L.58/P.33

Music2 Comments

I have a bunch of earnings reports to read and as I work from home, I can’t get Scarlatti’s Sonata in D minor, K.64 / L. 58 / P. 33 out of my head. He wrote it sometime around the year 1740 and it was printed in Volume II of a book of keyboard sonatas he published in 1742. Harpsichord, clavichord, piano, guitar … it just sounds so catchy no matter the instrument on which it is performed.

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Jul302024

We Bought Our “Forever” Piano – A Bösendorfer 230VC with Enspire Disklavier Pro and a Custom Interior Macassar Ebony Wood Inlay

Making Money, Music, My Day In Pictures14 Comments

I could hardly sleep Friday night because of excitement. It felt like Christmas as a kid, when all that joy, happiness, and anticipation are bundled together. Only much, much greater. Imagine you had been waiting on Christmas to arrive for more than thirty years.

Many of you watched me put off this purchase for decades as I prioritized investing over consumption, but it is now here: Aaron and I finally settled on our “forever” piano. We purchased a Bösendorfer 230VC model with the Enspire Disklavier Pro add-on and a custom-inlaid Macassar ebony wood around the soundboard. It is being manufactured near Vienna, Austria for us and should arrive in the next year.

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