Welcome to my webpage. I'll occasionally post some relevant stuff here. In the meantime here are some of the things keeping me busy:
www.splitrockcap.com/letters - I run an investment fund listed here. At this link are a bunch on my writings focused on value/macro investing, economics, etc.
www.bitrockcap.com - I also run a separate crypto fund and occasionally write my thoughts here.
Feel free to email me at info @ (this website name)