Notes and posts
Short pieces on valuation, derivatives and running small businesses.
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AI Isn’t Coming for the Analyst. It’s Coming for the Analyst’s Monday.
AI isn’t replacing the analyst. It’s replacing the data handling and formatting that nobody got into finance to do, and what you do with the recovered hours is up to you.
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Skiing Jackson Hole: What to Know Before Your First Trip
The mountain, the famous runs, where to stay, what to do off the slopes and the practical notes for a first trip to Jackson Hole.
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Derivatives, Explained Without the Jargon
A derivative is a contract whose value depends on something else. Forwards, futures, options and swaps, explained from a corn farmer’s forward contract up.
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Where AI Is Actually Working in Finance (and Where the Hype Outruns the Results)
Fraud detection, credit underwriting, document processing and research summaries are where AI is really working in finance. Trading alpha, autonomous advice and macro forecasting are where the hype outruns the results.
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AI in Finance for Small Business Owners: Where to Start Without Wasting Money
For a business doing $1M to $25M a year, AI pays off in invoicing and collections, bookkeeping, cash flow forecasting and plain-English reporting, in that order.
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Five weeks of luxury marketing in Florence
What five weeks of MKT-350 in Florence taught me about savoir-faire: the mastery, heritage and craftsmanship behind a luxury product. First published on LinkedIn.
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The 2nd Annual Miami Macro Conference
A day of monetary and fiscal policy research at the University of Miami, and what a finance student takes away from it. First published on LinkedIn.