I explore investing in the Intelligence Age through research and writing. Join me in lifelong learning.
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Investment Desk– Market analysis and investment ideas. Since February 2026, this section also uses Souppe‘s portfolio risk and recommendation model to help build more robust portfolios.
Shorts– Five-paragraph posts discussing current events.
Portfolio Management– A deep dive into the theory and practice of portfolio management.
Pickel.io Milestones
Shorts December 2025 - A format for fast, high-signal thinking. Each post is five paragraphs that move from premise to insight, with minimal filler and clear logic.
Investment Desk September 2025 - Thoughts in progress. Short market notes with tickers, dates, drivers and direction.
Decentralized Assets October 2024 - A structured exploration of decentralized assets, ownership, value transfer and financial autonomy.
Portfolio Management April 2024 - A deep dive into portfolio theory, thinking and psychology.
Asset Valuation January 2024 - An in-depth exploration of the methodologies and insights that drive asset valuation, as I learned over my career.
Alternative Investments September 2023 - A direct link to societies and economies. This text encompasses what I learned over my career in alternative investments and the CAIA charter.
Webinar July 2023 – In this webinar presented for the FDP Institute, I discuss the theory behind neural networks and share my personal journey of building my own network. Watch here:
Web Scraping January 2023 - Lessons from building real-estate and car classifieds scrapers in Python, among other projects over the years, from data collection to cleaning and use.
Neural Networks December 2022 - My overview of neural networks through a model I built from scratch for stock trading.
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