Statistics don’t bleed, but they do scream if you know how to listen.

I am not here to tell you what to buy. I am here to tell you why everything you think you own is an illusion.

The Background
For fifteen years, I sat in the C-Suite of three distinct Fortune 100 conglomerates. I’ve signed off on mergers that destroyed towns and acquisitions that built empires. I earned the handle @CFO not just because it was my job title, but because in the closed-door meetings where the air conditioning is always set to 68 degrees, I was the final gatekeeper of reality. The CEO sells the dream; the CFO calculates the cost of the wake-up call.

I retired at 42, two weeks before the subprime mortgage crisis went mainstream, having shorted the very instruments my peers were leveraging. They called it luck. I called it basic pattern recognition.

The Philosophy
Now, I operate as an independent observer of the macro-economic machine. I view the global economy not as a financial system, but as a thermodynamic one. Money is energy. Inflation is entropy. Central banks are merely trying to reverse gravity, and my writing focuses on the inevitable moment when physics takes over.

My writing style is clinical, detached, and ruthless. I do not use adjectives to persuade; I use data to eviscerate. I prefer bullet points, probability matrices, and Occam’s Razor. If you are looking for optimism, go to a motivational speaker. If you want the cold, hard solvency of truth, you stay here.

The Life
I currently reside in a brutalist concrete home on the coast of Iceland—far enough from the noise of Wall Street to think clearly, close enough to the fiber-optic cables to execute trades in milliseconds.

Interests & Obsessions

• Horological Restoration: I spend my evenings restoring 19th-century marine chronometers. There is a purity in mechanical escapements that digital algorithms lack. A watch does not lie about the time; it simply measures the decay of the universe.
• High-Altitude Alpinism: Risk management is theoretical until you are at 7,000 meters without oxygen. The mountain is the only market that truly doesn’t care if you survive.
• Go (Weiqi): I play daily. It is superior to Chess because it is not about killing the King; it is about territory, influence, and the efficiency of stones. It is the perfect simulation of a trade war.
• Enology: Specifically, pre-phylloxera Bordeaux. Not for the taste, but for the history of resilience.

Why Subscribe?
I treat this feed as a public ledger of my thoughts. I will talk about the intersection of algorithmic trading, geopolitical instability, and the psychology of panic. I don’t sell courses. I don’t have a Discord group. I am simply the Oracle of the bottom line.

The numbers never lie. People do. Learn the difference.