Notes on finance, politics, being.
Essays I've written when a model wouldn't hold a full thought. Some are provisional; I leave them up so the reasoning can be inspected.
Writing
01
A capstone, in three conference rooms
In January, quantum computing was a vocabulary problem. By April, it had become a judgment problem.
Apr 24, 2026
· 8 min
· 8 min
02
What a wind farm taught me about certainty
You can run ten thousand sensitivities and still have to make the call yourself.
Apr 23, 2026
· 7 min
· 7 min
03
Blended finance is a grammar, not a product
The structure of a deal says who absorbs the first loss, and on whose word the rest of the capital shows up.
Apr 23, 2026
· 11 min
· 11 min
04
Notes on being a psychologist in a room of bankers
Discount rates are financial inputs, but they also carry judgment.
Apr 23, 2026
· 5 min
· 5 min
05
Reading Shanghai's lockdown through four newspapers
Ninety-one percent of the hand-coded local-media sample from May used a resilience frame.
Apr 23, 2026
· 9 min
· 9 min