The Friday LetterEvery Friday
Narrative Finance

Markets are human behavior—with a price.

Every Friday, one behavioral bias moves from a human story to geopolitics, then into the market—where fear, desire, and denial acquire a price.

The Story The World The Market

One Bias, Three Lenses

The Story

A human moment that reveals the bias.

The World

How it plays out in geopolitics.

The Market

Where it shows up in prices.

Issue 001 · Extrapolation Bias

When Success Gets Tired

The market’s oldest habit: drawing tomorrow as a straight line from yesterday—until the line bends and no one saw it coming.

Arriving This Friday
Be There When It Lands

Read the market like a character.

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