The Bullshitting Gorilla's Venture onto Wall Street
How AMC, FOMO, and a pantsless CEO became the perfect case study in what happens when hope overrides every warning sign.
We live in the
Golden Age of Bull$hit.
Narratives move markets. Stories precede data. And the gap between what we believe and what is true has never been more lucrative—or more dangerous.
"The most dangerous financial instrument ever invented is not a derivative. It's a compelling story told with enough confidence."
— Mario Tufano, The Golden Age of Bull$hit
Themes
Behavioral Finance
How cognitive shortcuts create systematic market inefficiencies that analysts consistently fail to price.
Narrative Economics
The viral spread of economic ideas and how story supersedes signal in the modern information environment.
Psychology of Risk
Why smart people make catastrophically bad bets, and why the market rewards confidence over accuracy.
Credibility Machine
Institutions, credentials, and the performance of expertise in an age of infinite information.
Latest Writing
The Power of Narratives: How Stories Shape Investor Behavior
The narrative is the water in which we navigate market behavior. NLP tools now let us see it and profit from it.
Weighing Risk & Reward: The Intersection Where Art Meets Science
Luck in the markets, as in poker, eventually runs out. But a strategy rooted in a proven process combined with discipline and experience increases the odds of success over market cycles — the proverbial ace up our sleeve.
Research
9 Published Papers. All Free to Download.
Thought leadership on behavioral finance, narrative economics, and small cap market dynamics — plus the full Visualizing Market Dynamics series from 2023 through 2025.
Now Available