Shorter notes.
Posts on market mechanics, regulatory architecture, and trading behaviour. Some of these become full investigations.
Telegram, FOMO, and the Architecture of Financial Self-Destruction
A trading group does not need to beat the market. It only needs to keep the trader believing the next trade explains the last one.
1 min readWhat the AMFI Commission Table Does Not Contain
The table tells you who earned what. It does not tell you what happened next.
1 min readThe Buffer Band Would Have Caught Forty Percent
Reconstructing AMFI reclassification history with a simple hysteresis rule removed four out of every ten border crossings.
1 min readAMFI's Quiet Power: The Regulator You Never Think About
AMFI's files look like plumbing. In mutual funds, plumbing can decide where money has to move.
1 min readWhy the Options Market Is the Most Honest Place in Finance
An option is an insurance quote with a timer attached. Useful if you read it as a price, dangerous if you read it as a prophecy.
1 min read