What Is Profit of Paradox?
Profit of Paradox is an independent newsletter launching in May 2026. It is a study of capitalism in motion through the paradoxes hiding inside modern economic life — the ones that most people running the game prefer not to say out loud.
Three strands of writing:
The Game of Capitalism — An insider's account of how modern capitalism works and adapts: who designs the game, who wins, who loses, and why the scoreboard doesn't tell the whole story. Essays focus on technology diffusion: how cloud and mobile technology reshaped economic life over the past two decades — and on what AI technology will do next.
Beyond The Game — One of the Game's deepest advancement mechanisms is the economization of life: folding ever more human activity inside economic transactions. But the foundation for a good life largely sits in transaction-resistant spheres — community, family, faith, etc. Essays here explore how The Game's adaptation patterns and technology diffusion reshape those spheres - and how to preserve them.
Building The Book — The best education in The Game of Capitalism comes from studying the companies that shape it. Write-ups here focus on how to invest in The Game - with a focus on analyzing the strategies and equity stories of the most important technology companies as they evolve.
These three strands are typically explored in isolation. The first is the domain of economists and corporate strategists. The second belongs to philosophers, theologians, and politicians. The third to investors and equity researchers.
The hypothesis of Profit of Paradox is that something important is lost in that isolation — and that a cohesive intellectual architecture bridging all three would change how you see each one. That is what this newsletter is trying to build.
Who Is Writing This?
A former hedge fund investor — long and short — and strategy consultant, who spent over a decade analyzing the companies building the modern economy: first advising them, then betting on them.
The closed rooms where this game gets played at its highest level look different from the outside than from the inside. This newsletter is an attempt to explore the parts that usually stay in the room.
For a deeper look at the values and assumptions underlying this project, see Foundational Values
Who Is This Project For?
Anyone who finds the big questions about capitalism, meaning, and money genuinely interesting — regardless of where they're starting from. The essays are written to reward both the expert and the newcomer. They don't condescend to either.
Some of the content is hard — intellectually demanding or emotionally uncomfortable, occasionally both. I've been wrestling with these ideas for most of my adulthood. My pitch to you is that the wrestling is worth it — both with the ideas themselves and with how they speak to one another. Profit of Paradox runs into the important domains of life. Navigating them with clarity matters.
One practical note: I encourage you to use LLMs to engage with the essays when they get difficult. Most are natural yes-men, but they are effective thinking partners — especially if you bring a polemical edge to the conversation.
Why Profit of Paradox?
“Our world is nearly reasonable, but not quite. Life is not illogical, yet it is a trap for logicians.” ~ G.K. Chesterton
First-order thinking gets commodified quickly — in capitalism, in investing, and in life. Value is found in hidden insights. Paradoxical truths tend to be more durable precisely because they are harder to see.
This newsletter is an attempt to find them.
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