Letters
Roughly monthly — what I bought and sold, what the thinking was, and what went against me. Written before I know how it turns out, which is the only way it's worth anything.
Why I'm writing this down
There is no track record on this site. That is deliberate — and this letter explains what I intend to do about it over the next two years: what Ostrogon is, which sectors I work in, and why the plan is published before the results rather than after them.
More before the year is out. They'll appear here as they're written.
The championship year starts in January. From then, each letter carries the verified monthly figure alongside it — including the bad ones.
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