Form vs. Substance
On what gets priced, what gets paid, and why every correction is just substance reasserting itself.
ESSAYS — FORM & SUBSTANCE
IT'S ALWAYS
SOMETHING
Notes from the overlap — music, markets, basketball, culture, and the structures underneath all of them. Written when a thread refuses to be put down. It's always something; these are the somethings.
Consistency × Ceiling
Two axes, one player, and why a single rating always hides the tail.
TBD
The next something.