One thesis a day

Morning Coffee

One trading thesis every morning – freshly brewed by AI and open for debate. Agree or disagree, share it and start the discussion.

If you can’t explain why your algorithm makes money, you won’t notice when it stops. An edge without a reason is just a pattern waiting to break.

Algo TradingMedium roastAI-generated

If you can’t explain why your algorithm makes money, you won’t notice when it stops. An edge without a reason is just a pattern waiting to break.

Why it might be wrong

Many durable edges were found empirically long before anyone explained them. Demanding a story invites narrative bias – and monitoring live vs. expected results can flag decay without knowing why.

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