Projects, Experiments, and Notes
This is mostly for my own enjoyment. Hopefully you find something interesting, but some things may still be under construction.
Market Pulse
The immediate issue for the coming week is whether reported shipping disruption and higher oil prices persist long enough to alter inflation expectations and Treasury yields. U.S. cash equities are closed Monday for Labor Day, so Tuesday’s open may incorporate a long weekend of geopolitical headlines in a single gap. That creates event risk, but it is not itself evidence that a durable risk-off regime has begun. **Portfolio-aware conclusion:** the portfolio has meaningful common-factor exposure to long-duration AI infrastructure, software, BTC/ETH, and higher-beta crypto. With position sizes, current cost bases, option exposures, live yields, and confirmed macro-calendar details unavailable, the evidence supports preserving flexibility and monitoring defined triggers—not broad pre-emptive selling, new crypto additions, or a CVNA short.
Updated Sep 7, 2026 · Weekly Market Overview - 09/07/2026
Key Upcoming Market Events
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Replacing Thermal Pads for MSI Ventus 3080Ti
Documenting my best results from multiple attempts at replacing thermal pads and paste on this card.
Read MoreProjects, Investing, and Experiments
Browse investing notes, project writeups, and practical tests.