2025 Investment Portfolio Review & 2026 Playbook

One way to look at investing it that it allows you to express your opinion. That opinion should, of course, be informed by underlining analysis and underwriting. In the most simple framing, the only to make money in a market is to know something the average market participant is ignorant to.

Personal Tech Hardware

Ideally technological progress doesn’t negate what came before. It adds a new layer. It enhances parts of our humanity rather than replacing pieces of it.

Decadence

What would it feel like to live in a declining empire? That’s the question I’ve had ruminating in my mind. To understand what living in a declining empire feels like we should understand the economic and societal shifts that are likely to happen during such an event.

Happiness Framework

David Foster Wallace was ahead of his time when he wrote Infinite Jest. The MacGuffin within the novel is a movie that is so captivating that viewers lose interest in anything else. Sound familiar?

4-Hour Work Day

I’m sitting at a Chase Sapphire Lounge at an international airport. All around me are “business people”. How do I know? For starters, they are starring into their Lenovo Thinkbooks. They smile awkwardly every once and awhile to signal their engagement with whomever is on the other side. The outliers in this room? The lucky ones starring into a MacBook instead of a Thinkbook. Literally not a single person in my view is not grinding away. Like most people, these folks are completely tethered to the albatross that is their VPN.

A Thank You To My Father

It’s been months since I last posted. During this time my father was diagnosed with, and succumbed to, lung cancer. While I anticipate my experience may produce future thoughts on the U.S. health care system, today is about my father’s passing.

Freud called one’s father’s death “the most important event, the most poignant loss, of a man’s life.” This has been paraphrased to something like “you are not a real, independent adult until you bury one parent.”

Biometric Data

I’ve long been interested in gaining insights into how certain actions (e.g., what I eat, how I exercise) impact how I feel. And “feel” is a good way to word it because any experimentation is done mostly if not exclusively on feel. The oft dreaded task of waking up early in the morning to hit a workout, after planning and spending time meal prepping, has had benefits for me. Thus, I have a feeling that exercising in the morning gives me lasting energy throughout the day. What I do not have is hard data to back up that claim.