We present commentary on how to think about investing, markets, economics, macro forces, industries, securities, etc. We see this as a place to discuss investing broadly, from abstract ideas like the nature of risk to concrete analyses of financial statements and recent data. We may occasionally publish opinions about securities, but these are not investment recommendations.
Alpha is an investor and an entrepreneur. Ari is a proprietary derivatives trader. The views here are personal to the authors and do not represent the views of any other individual or organization.