McKinley

Notes

Shorter observations, kept in the margin.

Short pieces, revised in the open. One idea each, the kind worth keeping but not worth an essay yet.

  1. Operators Beat Founders at Repeated Games

    Why the edge shifts to execution once a game is played more than once.

  2. A Forecast Is Not a Position

    A forecast is an opinion you can hold for free; a position costs you when it is wrong.

  3. What 45-Mile Weeks Teach About Variance

    Volume is how you find out which days were noise.