03 / writing
Notes & Essays
Essays on finance, technology, and building.
finance
04The Copper Investment Thesis: AI Data Centers, Supply Deficits, and Why Copper May Be the Trade of the Decade
An AI-generated research report analyzing the copper supply-demand imbalance driven by AI data center buildouts, the energy transition, and structural mine supply constraints. Includes comparison to gold and silver, on-chain investment vehicles, fee modeling, and a go/no-go verdict.
Trade War on Pause: Are We Safe From Price Hikes?
This week has been a whirlwind of political events and market reactions as trade policies dominated headlines. From President Donald Trump’s sweeping tariff announcements to global market...
The 30% Rule Is Outdated – Here’s What Actually Matters
For decades, personal finance experts have thrown around the 30% rule as a golden standard for housing costs. The idea? 💭 You should spend no more than 30% of your income on rent or mortgage...
How to Identify a Profitable Product Before It Becomes Mainstream
In the dynamic landscape of e-commerce, timing is a critical determinant of success. Businesses that recognize and introduce trending products before they achieve widespread popularity position...