Dan Davies - "Back of Mind"

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songs my portfolio manager taught me (part 4)
busy friday, much to do
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Dan Davies
1
spongy floors
the perception of impending doom, and how to foster it
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Dan Davies
9

September 2024

muddy boxes and their contents
but I *want* to open the black box!
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Dan Davies
9
me versus the scatterplots
"voices from the beehive", part 1
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Dan Davies
15
i am a mode, you are a syndrome
founder mode, in even more abstract terms
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Dan Davies
3
the general theory of founders, managers and systems
notes on “founder mode”
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Dan Davies
17
the cybernetic way to think about betting on horses
the purpose of a betting system is what it does
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Dan Davies
20
the mean reversion imps
an addition to the bestiary
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Dan Davies
26

August 2024

horses for courses
techne and metis go to the races
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Dan Davies
29
big data is made of little data
knowing the numbers
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Dan Davies
13
incompetence is a form of bias
a systems perspective
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Dan Davies
14
seeing like a right old state
all the things left out from elsewhere
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Dan Davies
22
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