Engineer & Economist
Contributor's Links: Hover Networks

I am a portfolio manager and software artisan.

My analysis on the business cycle, marginal asset preferences and tying macro-economic theory themes together has been highlighted by the CFA Institute's Inside Investing, Financial Times, AOL Daily Finance, Business Insider, ... more

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Why Was Consumer Credit Surprising?
The relationship between the consumer and credit is curious, and not entirely linear. The most obvious driver is payroll. However, there is some very interesting divergent behaviour...
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AAPL Apple Inc.
GOOGL Google (A shares)
KING King Digital Entertainment
MSFT Microsoft Corporation
NFLX Netflix Inc.

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