Substack

Writings archive

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March 19, 2026

How Financial Markets Actually Work

You hear “the markets” every day. Markets are up. Markets are down. Markets are nervous. But what are markets, actually?

March 11, 2026

I Let an AI Agent Run My Market Maker for a Week. Here’s How It Lost Me $2000 | Antoine Mecker

A post-mortem on autonomous trading agents, misplaced trust, and what I’d do differently.

March 10, 2026

What If Everything Goes Wrong In Iran

"People never lie so much as before an election, during a war, or after a hunt." Georges Clemenceau

March 3, 2026

The Greatest Trades in History

Seven bets that moved markets, broke governments, and rewrote the rules of finance.

February 28, 2026

Iran: Scenarios, Winners, Losers, and What It Means for Markets

Are we going to see a new US war in the Middle East ?

February 15, 2026

AI, Climate, and the Nuclear Investment Thesis

Trivial Investment Thesis: Explosive electricity demand + decarbonization imperative → nuclear revival. The investor’s question: Which technologies win and which stocks/ETFs capture the upside?