Signal over noise.A long-term market ledger.I’ve spent nearly 20 years in the markets.Over time, I moved from active trading to a long-term, conviction-based approach.I don’t follow daily movement.
I focus on quality, durability, and time.This newsletter is an occasional ledger, a place to record how I’m positioned across stocks, crypto, and emerging narratives.I publish infrequently, and intentionally.

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