Writing
Long-form pieces on business strategy and financial markets.
Two private equity bidders at 690p and 715p against a fair value nearer 577p. The market was pricing fear. Private equity was pricing the business. Only one of those is a thesis.
Reading the quarter off the reported numbers rather than the commentary, and what Dimon's framing of structural change in banking does and does not tell you about the next four quarters.
More pieces are on LinkedIn. I am moving the ones worth keeping onto this site.