Notes on high-yield investing, medicine, systems, and standards.
A first-principles look at cycle timing, on-chain data, derivatives positioning, and the Fed's next moves — and why dollar-cost averaging into Bitcoin and Ethereum remains the high-yield approach through this drawdown.
A first-principles evaluation of SpaceX after its IPO, using the latest revenue breakdowns, Starlink unit economics, and forward guidance — and why dollar-cost averaging remains the high-yield approach.
Clarity under pressure, non-negotiable quality, and the refusal to waste motion — applied to clinical work and capital allocation.