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Welcome to Janky Thoughts! In this blog-cum-collection, I write about topics that take my interest, mostly with regards to finance. There are 3 main types of posts here:

LearningsLearnings are a collection of semi-educational topics that I’ve learned over the course of my life and work. In these posts, I discuss, in more formal tones, topics that form the foundation of my understanding of the world.
MusingsMusings are semi-long form, unfettered, random thoughts that pop into my head every now and then. Occasionally funny and hopefully informative, musings are my take on the happenings du jour.
Quick notesQuick notes are short form, timely notes that talk about what’s happening at the moment. These are personal observations and notes, and hint at the things that are on my mind at the moment.

For those who are trying to make sense of the world of finance, learnings may be a good place to start. If you just want a light-hearted read, musings may be more your thing, and if you are just trying to see where my head is at, the latest quick notes may be what you want.

Feel free to browse by the type of posts that interest you, or just dive into the latest Janky Thoughts, below!

Latest Janky Thoughts

July 18th, 2026: Weekend Thinking Cap

As the ML/LLM capex boom expands ever larger, a useful exercise is to spend some time thinking about how large this can go, and when or what can potentially derail it. To that end, a post I came across recently puts a lot of things in perspective.

May 14th, 2026: Strait of Hormuz

The Iran war has been going on for about two and a half months now, and despite the ceasefire, I am getting concerned. Again.

Circuit breaker != limit up

What is the difference between the circuit breaker and limit up/down rules? How do these affect pricing between ETFs and their underlying assets, especially with respect to arbitrage?

Technical Analysis

Some think of it as voodoo magic, others think of it as crayon drawings on price charts. But does technical analysis actually work? If so, why don’t more people do it?

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