Financial services, FinTech, and complex situations

Essays, theses, and the frameworks I use to underwrite.

The views here are my own and do not represent those of CPP Investments. Nothing here is investment advice.

2 essays1 Trident Macro Monitor

Pages standalone

Trident Macro Monitor

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.

Essays 2

14 Feb 2026 Three Questions I Keep AskingAfter 15 years across actuarial work, financial economics, and ABF and financials investing: how do you get your money back, do you understand the risk, and can you structure around it? 3 min 31 Dec 2025 My Investment Principles (v1.0)A first draft of how I invest in financial institutions: what I analyze, in what order, and where the framework shows up today. 2 min