arrieta.io

@luis.arrieta.io.ap.brid.gy

l.arrieta | risk, fragility, leverage, survival... oh, and the classics 🌉 bridged from ⁂ https://www.arrieta.io/, follow @ap.brid.gy to interact

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Longform Stories

portfolio architecture: three sleeves and one refusal

from the abstract to the concrete: portfolio architecture

May 30·2 min read·393 words

the idler foundational principles

if The Idler were to express his view of the investment world and of the only consonant way to operate within it, he would abide by these Ten Foundational Principles.

May 20·3 min read·458 words

the idler capital

the most apt name for an investment endeavor.

May 18·1 min read·180 words

later is now (rediscovering Elliott Smith)

i make my wife and kids listen to Between The Bars

Apr 22·3 min read·421 words

wild randomness

an easy to visualize example of wild randomness

Apr 1·2 min read·279 words

samuel johnson on parental responsibility

on our moral obligation to ensure our children's well-being.

Feb 21·1 min read·108 words

my grandma and Oracle ($ORCL)

what my grandma and Oracle have in common, and why I'm buying long-dated puts on one of them.

Feb 16·3 min read·522 words

when you get too close, you only hear the noise

In the presence of randomness, high-frequency observation obscures signal. Why Djokovic's 55% point wins reveal less than his 88% match record.

Feb 6·3 min read·413 words