I like to write, watch films, think about markets, and make art.
What have I worked on?
I did some stuff in music, made a lot of art, and worked at a couple startups.
Now I trade my own book and post some photos that people seem to like.
I'm writing a film. Also open to the right research seat at a macro fund.
Running both tracks for a year. We'll see which one sticks.
Writing
Investment research and occasional, more personal long-form writing.
- Why We Need to Die:
Against immortality. On deadlines, striving, and what makes us begin. (Dec 2025) - US <> China Soybeans Trade Thesis:
Macro thesis with a political lever. Catalyst hit in 28 days. (Oct - Nov 2025)
Personal Projects
Here's some personal coding projects I've created over time.
My Python work for market research stays offline.
Photos
Instagram is the best way to see an archive of my photos. You can find me there as @wgm_v.
I also like to post on Twitter a lot, my handle there is @willllliam.