• Powell breaks it, he buys it (Jan 9, 2023)

• No, WSJ, EVs are still way cheaper to drive than ICE cars in Europe (Dec 27, 2022)

• 2023 predictions #2: Tesla ownership change (Dec 23, 2022)

• The September Effect Isn't Real (Sep 27, 2022)

• RunTMT #1: The upside of the EV industry's “2000 Nasdaq Crash” moment (Jun 1, 2022)

Tesla investment memo (Apr 4, 2022)

• The US housing market is a pricey mess [Infographics] (Apr 2, 2022)

• Why inventories matter more for housing sales than rates (a data-driven analysis) (Mar 29, 2022)

• David Hockney's sketchbook (Mar 24, 2022)

• Can Interest Rate-driven Crypto Selloffs Be Hedged? (Jan 7, 2022)

• Why Ford wants to make buying a car as easy as buying an iPhone (Jan 4, 2022)

• Why is 2021 ending with much love for web3, hate for Bitcoin? (Dec 20, 2021)

• A few thoughts on Cal Newport’s Digital Minimalism (Nov 20, 2021)

• The decentralization movement has a messaging and UX problem (Oct 7, 2021)

• Writing on the internet has been good to me. Now here come some numbers and models. (Aug 18, 2021)

• My 5 books of the year (Jan 26, 2021)