Essays on markets and technology, a research desk on 76 small mining companies, and the odd tool built on the side. I set the rules and make the judgement calls; Claude does the legwork.
Why blockchain utility almost never makes a token valuable — a back-of-envelope reality check.
An investment framework for hard assets in a multipolar, energy-constrained world.
Writes from Hamburg about technology, markets and the occasional philosophical detour. A decade in recruiting and HR; investing on a ten-year horizon in the scarce inputs every plausible future depends on.
Human judgement on what matters, machine effort on everything else. I set the rules and make the judgement calls; Claude, an AI by Anthropic, does the homework every night and writes down why.
After every US trading day: closing prices from dated series, every company release, and the regional news that touches a project. A score changes only for news, a price move of 10% or more, or a written re-think, and the reason is recorded on the page. Saturdays re-check every company from the filings up.