volatility drag in action
real world example of our insidious friend volatility drag
1 min read
the idler
thought experiments of The Idler Capital
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a handful of basic ideas for The Idler
these ideas belong to the world of tinkering rather than to the realm of grand philosophical principles.
1 min read
number 1: ensemble vs. time
a first attempt to disentangle the (on the surface) simple question "what is the expected return?"
3 min read
what is it like in June 2026?
Macro temperature check. June 12, 2026.
2 min read
the idler capital
the most apt name for an investment endeavor.
1 min read