Decision theory frameworks
Bayesian updating, game theory, and prospect theory applied to market movements and investor behaviour.
Signal over noise
Structured thinking that separates meaningful movement from short-term noise and media reflex.
Actionable reading
Regular bulletins with a clear takeaway — not just what happened, but what it changes.
- Prospect Theory
- How losses are weighted more heavily than equivalent gains.
- Game Theory
- Reading the moves participants make in anticipation of each other.
- Bayesian Updating
- Revising priors as new evidence arrives, not after the fact.
- Information Asymmetry
- Who knows what, and what the price is already telling you.
- Asymmetric Payoffs
- Structuring exposure where upside dwarfs the downside.
- Regret Minimization
- Choosing the decision you can defend under either outcome.

Strata by Venture Science
Strata is a hybrid alts fund investing in hyper-growth companies across AI and quantum computing — combining venture-style growth with public-market liquidity and annual redemption flexibility.
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One thesis per bulletin, written through the decision-science lens. No churn.
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