Financial Services, FinTech, and Complex Situations
I'm curious by nature, and I spend most of my time on financial services and fintech. I trained in mathematics and financial economics and began my career as a property and casualty actuary. I keep this site as a place to write down what I learn about investing, mathematics, and economics, along with what I care about outside work.
What I Write About
Financial Services, FinTech, and Complex Situations
Essays, primers, and the frameworks I use to underwrite.
Mathematics and Economics
Research papers, machine-learning projects, code, and lecture notes from Waterloo and Columbia.
Travel, Food, and History
Travel journals, places worth the trip, and every recipe in Johnew's Kitchen.
The Game and Its Lessons
Writing about sports: the game itself, its philosophy, and what I take from it.
Recent Writing
Things I Build and Keep
Liquidity, Rates, Credit, and the Cycle
My macro dashboard: liquidity, rates, credit, equities, commodities and FX, growth and inflation, and fiscal, updated as a periodic snapshot.
Asset-Based Finance and Financial Institutions
How lending against pools of assets is structured, funded, and priced, and how banks, insurers, asset managers, and specialty lenders fit together.
Rescue Capital and Complex Corporate Credit
How companies under strain raise money through preferred equity, PIK and rescue notes, liability management exercises, and Chapter 11, and who supplies it.
Code
The portfolio optimization library, multivariate outlier detection in R, and the variational autoencoder.
Recipes, Cooked and Kept
Every recipe I've cooked and kept, in one format, with kitchen notes, the bar, and the pantry.
How Teams Are Owned, Financed, and Valued
How funds, sovereigns, pensions, and owners buy, finance, and value teams and leagues in North America and European football.