CIO, Hedge Knight Capital
Contributor's Links: Klendathu Capitalist

My formal education is in math, physics and engineering. I take pride in the fact that my last economic course was in high school. My background may be analytical quantitative work but I prefer abstract thought using adaptive models that exist in the confines of my cranium.  A ... more

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No Market For Old Men
I gotta be honest, I think “Forget it Johnny, It’s Teslatown” is a more fitting title for this post, and you’ll soon see why.
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Antibe Therapeutics: A Breakthrough In NSAIDs
I don't usually recommend an individual stock, let alone a biotech company like Antibe Therapeutics, but here I am...
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Tesla: Where’s My Comeuppance?
TBAW or 'Tesla Bearish Always Wrong' marks a person who was bearish on the car company no matter the share price. Now, as anyone will tell you, valuation is not a catalyst for shorting. But this post is not about valuation, it is about sentiment.
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The Last Best Time To Buy Bonds?
The US bond bull market is nearing its end. Owning USTs here for anything more than a trade is a mistake. With that said, I think we have reached a point in time where the risk reward is enormously favorable for entering into a long UST position.
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Biotech Year One: A Year Of Trials Tribulations And Discovery
The biotech market is its own beast, derived from the aggregate opinions and knowledge of the mainstream thought. The market has a binary, linear, and simplistic approach to trial results ignoring the context in which each trial is conducted.
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The Price Of Stability In China
Much has been said about China's relative success with currency stability. But there has been little said about the costs of its actions. There’s no such thing as a free lunch, and you can bet the Yuan’s recent stability did not come cheap.
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Logic In The Time Of Corona
People are dying. Hospitals in the hardest hit areas are reporting an overflow of patients. Everyone knows someone who has been affected by the virus.

Work Experience

CIO
Hedge Knight
March 2017 - Present (3 years 9 months)

Education

SUNY Geneseo
BA
2007 / 2011
Physics

Publications