I explore investing in the Intelligence Age through research and writing. Join me in lifelong learning.
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Shorts– Five-paragraph posts discussing current events.
Portfolio Management– A deep dive into the theory and practice of portfolio management.
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.
On June 2026 Investment Desk was moved to pickelfintech.com.
Built on research
Pickel.io is where I develop my thinking on investing, markets, data and financial technology. Through Pickel Fintech, some of this work becomes product: Souppe for portfolio risk enhancement, The13F for institutional investment manager intelligence, and SentiSift for public discussion intelligence.
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.
On June 2026 Investment Desk was moved to pickelfintech.com.
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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