NF Macro Mid-Year 2020 Investment UpdateI committed to publicly share my portfolio beginning June 1, 2020, but have been actively managing my portfolio since last fall when I…Jul 27, 2020Jul 27, 2020
Publicly Tracking the NF Macro PortfolioThis note serves to begin a public record of my investment performance. I have previously taken outside money for — and thus build a…Jun 1, 2020Jun 1, 2020
Continuing the MissionThis fall marks a transition. After nearly 10 years of partnership with Peter Rex, during which we founded and built several businesses, I…Nov 27, 2019Nov 27, 2019