Thinking about
markets, strategy
and technology.
I write about markets, strategy, and AI from an analytics-first perspective. My work spans financial modelling, sector research, valuation frameworks, and geopolitical analysis. I structure every piece around a thesis, support it with data, and focus it on one thing: better decision-making.
Going deeper into
the agentic AI stack.
A growing repository of frameworks, applied research, and real-world projects. I focus on what works in practice, not what sounds good in a pitch deck.
What Agentic AI Actually Means — Beyond the Hype
A framework for understanding what changes when AI systems take sequences of actions, not just answer questions. Built from first principles, not vendor talking points.
Prompt Engineering for Financial Analysis: What Works
Practical patterns from applying LLMs to equity research and financial modelling. The honest version — including what fails and why.
Systems Thinking + AI: The Combination Nobody Is Talking About
People who use AI best already think in feedback loops. Here is why systems thinking is the missing mental model for the AI era.