Boring Alpha

What Lu-Enlilla Understood

A ship is safe at harbor, but that's not what ships were built for. — John Augustus Shedd

Mar 27 • Hank

Why Abandon This Ship?

Every past market crash looks like an opportunity, but every future market crash looks like a risk. -- Morgan Housel

Mar 10 • Hank

2

January 2026

Boring is Beautiful (and profitable)

Sexy businesses entertain; boring ones pay the bills.

Jan 23 • Hank

4

March 2025

Luck Matters

Let us acknowledge her.

Mar 5, 2025 • Hank

1

October 2021

Put Some SPACs in Your Step

Why all the rage in SPACs?

Oct 7, 2021 • Hank

2

September 2021

Atomic Grayscale

The makings of a dangerous bubble

Sep 24, 2021 • Hank

4

March 2021

Data is the New Gold

Of course, this is a revolutionary conclusion that I came up with before anyone else.

Mar 1, 2021 • Hank

2

February 2021

The Complexity Lens

The world is a complicated mess.

Feb 10, 2021 • Hank

1

December 2020

Keep an Eye on this Window

Windows have always been used as metaphors, often to describe gateways into hidden truths, different worlds or veiled insights.

Dec 9, 2020 • Hank

3

The Great Influenza

Book by John M. Barry

Dec 7, 2020 • Hank

2

Drunk Dollars

On May 21, 2005, David Foster Wallace gave a commencement speech at Kenyon College titled "This Is Water." It begins with a short story about two fish:

Dec 3, 2020 • Hank

3

November 2020

Why You Shouldn't Have Goals

Process Over Outcome

Nov 30, 2020 • Hank

5