sunrise in the Willamette Valley in Oregon with coffee

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Every (most) mornings I send out an email that’s short, raw, and written by me (no AI), so you may find some typos or odd phrasing.

I cover markets, macro, productivity, data, mental models/ideas, long/old/hidden reads, and reflections.

Here’s I cover:

  1. Mon: Market Pulse — Macro and index releases from the previous week. I don’t get too far into it, but I like to know what’s going on.

  2. Tue: Investment Insight — Company or industry specific “hey that’s cool check this out”

  3. Wed: Personal Edge — Sharing my personal productivity/mental/health hacks (there are many)

  4. Thu: Data Dive — Historical or cross-sectional data that I thought was cool or interesting. Tends to focus more on industry specific, macro, or tech.

  5. Fri: Mental Model / Big Idea — I love exploring mental models and big ideas. There’s a million out there beyond the standard ones that get shared in investment circles. Buckle up! 🤠

  6. Sat: Weekend Reads — I’ll jump from old Berkshire letters to a new Substack I found to some CFA studies that might resonate. If I find it interesting I’ll share it.

  7. Sun: Weekly Reflection — Reflections from the past week or something I noticed in my own life that might be interesting to share.

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Eternally curious. Investing, books, thinking, business strategy, USMC vet. https://t.co/W6F8jAzYuL