Weekly Notes — October 10, 2026
It has been a rough week of being sick. I have slept a ton but thankfully, prior to going down and out, Cerebras provided a teaching moment, and driving in to work Friday at 4:30 a.m. provided another as I…
earnings
Weekly Notes — August 22, 2026
This was the second week in a row dropping a child off to college so I did not micromanage the daily news. From a distance, things felt very extreme. Big swings. The market headed one direction, I would work a…
Weekly Notes — August 8, 2026
There were no notes last Saturday. August 1st belongs to my daughter Isabella. Since she passed away 23 years ago, I have never worked on her day. Three good quarters, three different reactions I have spent a lot of time…