Things I've built

• Project One
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• Project Two
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• Project Three
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Markets & macro

Macro-driven investing with a focus on energy supply shocks, commodity regime change, and second-order thinking across asset classes.

I look for structural dislocations — places where consensus is anchored to a world that no longer exists. The best trades come from understanding the physical world before the financial one catches up.

Through the lens

Shot on a Sony a7R V. Marin County landscapes, family moments, Mt. Tam light.