Essays on search, markets, and family
Original essays on market cycles, AI, and teaching my family about capital. For my professional articles and media appearances, explore Search & AI.
The Age of Steering Intelligence
AI expands what we can do. The harder question is whether we are developing the judgment to direct it, evaluate it, and take responsibility for the result.
Bitcoin and the four-year cycle
Two completed cycles bottomed at 363 and 376 days below the top. The third confirmed its monthly swing low at day 268 — shorter and shallower than either. What the rule says, and what it doesn't.
Cycles Analysis 101
How I read markets from low to low: cycle anatomy, right and left translation, failed cycles, and why price action comes before everything else.
The silver long-term cycle
Four weekly cycles in silver after a blow-off top, read week by week: crash cycles, the model advance, the wick that called the top, and left translation in series.
Gold and the 8-year cycle
Three completed 8-year cycles in gold — textbook, warning, echo — and the discipline of counting days under the low.
What AI agents taught me about brand trust
Watching AI agents choose brands clarified what trust actually is — not a feeling brands project, but a property machines can audit.
Teaching my kids to invest before the world teaches them not to
The world runs a curriculum on money — lottery thinking, FOMO, fear at the lows. At our kitchen table we run a competing one.