Crosswind Capital

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Crosswind 2.0
My own interest and excitement towards my writing is the leading indicator of whether others will also find it enjoyable, and maybe even of value. Being…
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Nick
Radio Silence
Hello, I hope you are well. I’ve been focused on writing to a different, unknown, and uninterested audience while you’ve been sitting here, curious as…
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Nick
A letter to myself on writing
Thinking puts the thinker in the observation box, constantly gazing in from an outsider perspective. Why is this like that? But, what about you? Who…
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Nick
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Modern Prosperity
My thinking tends to be better when I ask myself simple and broad questions that take decades to play out. If I can answer it correctly, combing through…
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Nick
Developing Dogma
“There is nothing new in Wall Street. There can’t be because speculation is as old as the hills. Whatever happens in the stock market today has happened…
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Nick
Generating Alpha
“How do you generate alpha in such a competitive market where everything is priced in?” I was recently asked this question by a new hire at well-known…
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Nick
The Risk of Mitigating Risk
Investors should always be thinking about risk. And when thinking about risk, it is important to distinguish between risk that is in your grasp to…
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Nick
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Crosswind Capital
Crosswind Capital

Crosswind Capital

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