Archive - BakStack

The office building apocalypse is here. And it's temporary.

May 2 •

April 2024

Clifford Asness teaches about markets, writing, and re-deriving first principles

Apr 18 •

The SEC's Two Masters

Understanding the fight over ETF share class filings for mutual funds

Apr 15 •

Aim Past the Board

Platform fees, ETFs, and connecting with end-clients

Apr 10 •

Constraints & Innovation

Bezos, Google's AI debacle, and how constraints rather than resources drive innovation

Apr 2 •

March 2024

i is an economicist

Math is beautiful. Math is provable. Math is certain. Economics ain’t math. Where math is built on laws, economics is built in theories. Where…

Mar 25 •

I’ve never had an epiphany in isolation. There’s been a few times where I have wondered into the woods, so to speak, or locked myself up to ruminate on…

Mar 12 •

February 2024

Hungry Like the Wolf

Close your eyes for me. Close your eyes and dream up a picture of the word ‘starving’. You are probably looking at an image of poverty, an image that…

Feb 23 •

Nvidia, index funds, and broken markets

Feb 12 •

January 2024

The Only Thing that Matters

Thoughts on Product/Market Fit & Armada

Jan 28 •

The business of investing is a serious one, best left to serious people. Just ask anyone who works in investing! You might not believe me, but I used to…

Jan 10 •

November 2023

The Tao of Equal Weight

The yin and yang is a fundamental concept in Chinese philosophy. The idea is believed to be over 2,500 years old and appears in ancient Chinese texts…

Nov 3, 2023 •

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