Table of Contents

An Organizational Tool for New Readers

Free

Decision-Making and Persuasion

1. You are Not Your Thoughts

2. Goal Orientation, Perception, and Action

3. You Want to be in the Cool Kids' Club

4. You Are What You Do (key idea: Turtles)

5. Being Contemptuous

Markets

1. Interest Rates Primer

2. Savings portfolio in 2025-2035

3. The Smartest Person sets the Price

4. When Volatility Stabilizes Your Returns

5. Stablecoins and “Demanding/Supplying Dollars”

Principles of Investing: Free

1. Why It’s Good that you Actively Invest

2. How De-Risking Improves Your Life (key idea: Genuine desire and understanding)

3. Care About your Losses (key idea: Performative Behavior)

4. I am Brave

5. Investing to Excel

6. I Have the Best Cash Flows

7. I am Positive

8. I Go In Big with Courage and Intelligence

9. I Am Rich

General Psychology

1. You Expose Yourself to New Ideas

2. Being Light-hearted (“Small Talk” explainer)

3. You Nod When You Agree

4. You are the Hero

Framing

1. Making Things Personal (key idea: Focusing Together Creates Alignment)

2. People Tell You Who They Are (key idea: Where you Focus is Who you Are)

3. You are Thrilled to Succeed

4. You are Proactive and Grateful

5. You have more Time than you Think

6. You Want to Solve your Problems

7. You Stand Up for Yourself

8. You Focus on your Process

9. You feel Cozy being Rich

Miscellaneous Investing Articles

1. Building the Ideal Trader

   Includes an introduction to the Big 5 personality traits.

2. Saylor's Liquidation, written May 2024 (key idea: Crypto is Equity Exposure)

Paid

Free Article explaining the Paid Subscription

New paid subscribers, please read. Also for those who are considering.

1. Principles of the Paid Subscription

Learning

1. Using Twitter (Key Idea: Focusing Together Creates Alignment)

2. Strong and Wrong

3. Writing is Thinking

4. Abstraction

5. Learning without Thinking

6. I solve People’s Problems

7. Doing What You’re Meant to Do

8. Mapping Mental Models

9. You Have the Greatest Focus

Stories

1. You Tell a Good Story

2. Gurren Lagann 1 (Intro to Neuroticism)

3. Gurren Lagann 2 (You Inspire Others to Do Their Best)

Becoming Powerful

1. You Are High Status

2. You Are a Good Leader

Active Investing

Understanding Alpha

1. The Smartest Person sets the Price

2. Understanding Beta

3. The Market Portfolio

Market Overviews

1. Interest Rates

2. Savings Portfolio 2025

3. You Are Superior to Others

4. Trump Wants to Make a Deal

5. Dissecting Market Strength

6. When Volatility Stabilizes Your Returns (Paid)

Options and Seasonality

1. You Benefit from Options

2. Options Improve Your Timing

3. You Enjoy Your Holidays

Human Personality

1. Male-Female Relationships (Key Subtitle: Using Instincts)

2. Homo Economicus

3. Introduction to Neuroticism

4. Introduction to Introversion

5. Exceptionalism and Preservationism

6. The Reverse Friend Zone (Key Subtitle: I am a King)

7. Being a Master

8. Resistance and Submission

9. Getting What You Want

10. Being Normal

11. Thinking Deeply

12. Being Attractive

13. Being Talkative

Introduction to Investing

1. The Most Important Principle

2. We All Have Emotions

3. Reflexivity is Universal

4. I Want to Make Money

5. I Believe in My Asset

6. Differential Forms of Compensation

7. Denouement

8. Good Investing Adds Value

9. The Purpose of Investing

10. Realize your Potentiality

11. The Uncertainty Principle

12. Duration

13. The Capital Structure

14. Inherent Value

15. The Last Bastion

Market Updates

1. The Bottom of the Japanese Carry Trade VAR Shock (August 2024)

2. Shorting Bonds as the Fed Started to Cut (September 2024)

3. Going Short Equities Too Early, Offsides on the Trump Rally (November 2024)

4. Scaling into Shorts on Crypto (November 2024- Jan 2025)

5. Short-term bounce in the Tariff Turmoil (March 2025)

6. Game Master Lesson from buying Early (April 2025) (Key idea: Expertise is Focus)

7. Huge win shorting Bonds, +15-20% in 3 days (April 2025)

8. Putting our Game Master Lesson into Practice on Bonds (April 2025)

9. Longing ETH right before a +50% week (May 2025)

10. Catching the local high in equities to the week (May 2025)

11. Description Pending (July 2025)

12. Description Pending (August 2025)

13. Q3 Commentary and Experiential Time (September 2025)

Older Active Investing Articles

1. The 2020s from 3,000 Feet

2. Have an Edge

3. My Chart Knows where Price will Go (Key subtitle: I Build My Dreams)

4. Using Consensus

5. How Does Money Flow

6. Levered ETF PSA

Language Analysis

1. I want to Pursue

2. I create miracles

Miscellaneous

1. Content I rate highly/personal influences

Lobstories

1. Generational Wisdom Transfer

2. A Story of Discord and Carnage

3. Knitting the Social Fabric

4. What’s a Newsletter? (Key subtitle: Choose Stories, not Prescriptions)

5. Consuming What’s Good for You

Master Persuader Analysis

Some of you don’t know who master persuader is, and you can skip all of these articles. Some of you intimately know who master persuader is, and would love to see more of my in-depth break-downs of his psychological manipulation. I no longer write these because negative energy is infectious, but if you are interested in this topic there is plenty to learn from my past work on this.

Fully Free Master Persuader Analysis

1. Introduction to the Tweet Analysis Series

2. Enabling as a Service

3. Think in Dollars

4. Arguing is Fun

5. Delimiters of Identity

6. Compare Yourself to the Best

Half and Half Persuasion Analysis

I want to make sure free subscribers know there is plenty for you to read in these articles, even though they are labeled as “paid.” This is the main benefit of creating a Table of Contents.

1. The Power Users

2. Be a Skill Demon

3. Turtles All the Way Down

4. Socialization is a Skill

5. Take a Risk

6. Conditional Hypotheticals

Paid: Re-Programming Master Persuader

1. Men Compete

2. Build More Sample

3. re-Programming Perspective

Welcome to all new subscribers, free and paid, and happy reading. I will be pleased if you learn from this essay page. That’s the goal.