01 — The Observation
Everyone Knew Review Mattered. Few Had Time for It.
I began my career in institutional derivatives sales, spending much of my time speaking with hedge fund traders and portfolio managers.
Something kept coming up in those conversations: experienced investors already understood the value of documenting and reviewing their decisions. Many would tell me so themselves. But actually doing it properly was tedious, time-consuming, and difficult to maintain alongside the demands of managing money.
There was always another market move to understand, another position to manage, another trade to consider.
The problem wasn't that investors didn't value review. It was that meaningful review required time and effort they rarely had to spare.

