Writing
Two columns. One on small caps and how companies get read, one on everything else.
Small Cap Scribbles
Twenty years inside small-cap investor campaigns, written down. How companies get read, why timing beats marketing, and what the fine print does to the story.
- Marketing can’t fix bad timingJuly 21, 2026 · 3 min read
A campaign needs two of three working: a buying market, a sector in favor, and a reason to look now. Count them before you spend a dollar.
- The disclaimer that tells them not to believe youJuly 17, 2026 · 3 min read
Some of the best investor pages I ever wrote carried a sign telling readers not to believe them. Not because they were wrong. Because of who paid for them.
The Notebook
Paraguay, the craft of writing, westerns, and whatever else earns a page.
Nothing here yet. The first one’s being written.