The weekly note

Every week, on the record. Losing weeks included.

One short note a week: my stock picks against 20 random-monkey portfolios on identical machinery, $1,000,000 of paper each, reported honestly whoever's ahead. It's the same thing the verification work does to other people's code, pointed at my own: publish the result the machine actually produced, not the one I'd have picked. The weeks it embarrasses me are the ones that prove the record can't be quietly edited.

Earlier weeks (1–5) are on the Substack, where the note also goes out each week. Subscribing there is the way to get it in your inbox; this page is the permanent, on-site archive going forward.

How to read a weekly note

Six weeks of ranks is ordinal noise. The year is the bet.