// writing
Posts tagged #stocks
A mix of technical deep-dives, career reflections, and dispatches from the road.
tag: #stocks
financeSep 6, 2026· 4 min
Sector Rotation: A Good Map and a Bad Clock
Sector rotation charts promise a map of the business cycle laid over the stock market. The taxonomy and the economic logic hold up well. The timing is where the evidence gets uncomfortable.
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financeSep 2, 2026· 4 min
Dividend Yield Is a Ratio, Not a Promise
A high dividend yield can mean a company is generating serious cash, or it can mean the share price is falling faster than the payout. Here's how to tell the difference.
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financeJul 29, 2026· 5 min
How to Read an Earnings Report Without Trusting the Headline
The number at the top of an earnings press release is the number the company chose to put there. Here is where the actual information lives: the reconciliation table, the cash flow statement, and the guidance.
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financeJul 15, 2026· 5 min
Tax-Loss Harvesting: How Selling at a Loss Actually Works
Tax-loss harvesting turns a losing position into a deduction, but the mechanics are fussier than the pitch suggests. Here's how the netting order, the wash sale rule, and the cost-basis catch actually work.
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financeJun 20, 2026· 4 min
Options 101: Understanding Calls and Puts
A practical explainer on how stock options work — what calls and puts are, how they're priced, and what time decay means for buyers and sellers.
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